|
51
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$157K
|
+$154K
|
+6,833
|
New
|
|
|
52
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$135K
|
+$52.7K
|
+2,337
|
+66%
|
|
|
53
|
Evermay Wealth Management
Arlington,
Virginia
|
$115K
|
+$113K
|
+5,000
|
New
|
|
|
54
|
Global Retirement Partners
San Rafael,
California
|
$87.2K
|
-$344K
|
-15,232
|
-80%
|
|
|
55
|
Principal Securities
Des Moines,
Iowa
|
$63.6K
|
+$62.6K
|
+2,774
|
New
|
|
|
56
|
Parallel Advisors
San Francisco,
California
|
$25.2K
|
–
|
–
|
–
|
|
|
57
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$25K
|
+$632
|
+28
|
+3%
|
|
|
58
|
Comerica Bank
Dallas,
Texas
|
$21.3K
|
–
|
–
|
–
|
|
|
59
|
PSI Advisors
Tampa,
Florida
|
$20.4K
|
–
|
–
|
–
|
|
|
60
|
PFG Private Wealth Management
Lutz,
Florida
|
$13.5K
|
–
|
–
|
–
|
|
|
61
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$10.2K
|
+$10.1K
|
+447
|
New
|
|
|
62
|
Bradley & Co Private Wealth Management
Miami,
Florida
|
$6.88K
|
–
|
–
|
–
|
|
|
63
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$23
|
–
|
–
|
–
|
|
|
64
|
Atria Wealth Solutions
New York
|
–
|
-$414K
|
-18,359
|
Closed
|
|
|
65
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
–
|
-$396K
|
-17,555
|
Closed
|
|
|
66
|
HeadInvest LLC
Portland,
Maine
|
–
|
-$144K
|
-6,450
|
Closed
|
|
|
67
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
–
|
-$25K
|
-1,110
|
Closed
|
|
|
68
|
Farther Finance Advisors
San Francisco,
California
|
–
|
-$20.9K
|
-926
|
Closed
|
|
