|
51
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$260K
|
+$259K
|
+11,002
|
New
|
|
|
52
|
BBJS Financial Advisors
Seattle,
Washington
|
$253K
|
–
|
–
|
–
|
|
|
53
|
Bensler
Bellevue,
Washington
|
$230K
|
–
|
–
|
–
|
|
|
54
|
Bellecapital
Zurich,
Switzerland
|
$222K
|
-$390K
|
-16,552
|
-64%
|
|
|
55
|
Parallel Advisors
San Francisco,
California
|
$213K
|
+$165K
|
+7,016
|
+351%
|
|
|
56
|
Atria Wealth Solutions
New York
|
$207K
|
-$223K
|
-9,468
|
-52%
|
|
|
57
|
Tradition Wealth Management
Edina,
Minnesota
|
$200K
|
+$1.29K
|
+55
|
+0.7%
|
|
|
58
|
Sunbelt Securities
Houston,
Texas
|
$192K
|
-$17.7K
|
-750
|
-8%
|
|
|
59
|
Element Wealth
Ridgeland,
Mississippi
|
$122K
|
+$13K
|
+554
|
+12%
|
|
|
60
|
Schubert & Co
Mckinney,
Texas
|
$80.3K
|
+$80.1K
|
+3,400
|
New
|
|
|
61
|
Farther Finance Advisors
San Francisco,
California
|
$64.7K
|
+$43.6K
|
+1,853
|
+209%
|
|
|
62
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$63.2K
|
-$81.1K
|
-3,445
|
-56%
|
|
|
63
|
UBS Group
Zurich,
Switzerland
|
$59.6K
|
+$59.5K
|
+2,526
|
New
|
|
|
64
|
Bradley & Co Private Wealth Management
Miami,
Florida
|
$30.4K
|
–
|
–
|
–
|
|
|
65
|
Global Retirement Partners
San Rafael,
California
|
$5.07K
|
+$5.06K
|
+215
|
New
|
|
|
66
|
US Bancorp
Minneapolis,
Minnesota
|
$2.64K
|
–
|
–
|
–
|
|
|
67
|
First National Bank of South Miami
South Miami,
Florida
|
$2.01K
|
–
|
–
|
–
|
|
|
68
|
IMA Advisory Services
Denver,
Colorado
|
$24
|
–
|
–
|
–
|
|
|
69
|
Fidelity Investments
Boston,
Massachusetts
|
$24
|
+$24
|
+1
|
New
|
|
|
70
|
Absolute Capital Management
Pittsburgh,
Pennsylvania
|
–
|
-$6.16M
|
-262,290
|
Closed
|
|
|
71
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$414K
|
-17,648
|
Closed
|
|
|
72
|
McLean Asset Management
Tysons,
Virginia
|
–
|
-$412K
|
-17,542
|
Closed
|
|
|
73
|
HeadInvest LLC
Portland,
Maine
|
–
|
-$231K
|
-9,850
|
Closed
|
|
|
74
|
Creative Financial Designs
Kokomo,
Indiana
|
–
|
-$6.75K
|
-287
|
Closed
|
|
