|
76
|
Diversify Advisory Services
Sandy,
Utah
|
$240K
|
-$2.31K
|
-100
|
-1%
|
|
|
77
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$231K
|
-$24.7K
|
-1,072
|
-10%
|
|
|
78
|
Global Retirement Partners
San Rafael,
California
|
$214K
|
+$71.9K
|
+3,114
|
+52%
|
|
|
79
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$141K
|
+$29.7K
|
+1,288
|
+27%
|
|
|
80
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$137K
|
–
|
–
|
–
|
|
|
81
|
Denver PWM
Denver,
Colorado
|
$136K
|
+$134K
|
+5,799
|
New
|
|
|
82
|
Principal Securities
Des Moines,
Iowa
|
$97.5K
|
+$16.2K
|
+700
|
+20%
|
|
|
83
|
Comerica Bank
Dallas,
Texas
|
$95.4K
|
–
|
–
|
–
|
|
|
84
|
PSI Advisors
Tampa,
Florida
|
$61K
|
+$27.5K
|
+1,190
|
+84%
|
|
|
85
|
BBJS Financial Advisors
Seattle,
Washington
|
$46.8K
|
–
|
–
|
–
|
|
|
86
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$23.2K
|
+$22.9K
|
+991
|
New
|
|
|
87
|
Bullock Wealth Management
Bloomington,
Indiana
|
$9.22K
|
+$46
|
+2
|
+0.5%
|
|
|
88
|
Huntington National Bank
Columbus,
Ohio
|
$1.59K
|
–
|
–
|
–
|
|
|
89
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$24
|
–
|
–
|
–
|
|
|
90
|
Fidelity Investments
Boston,
Massachusetts
|
$23
|
-$32K
|
-1,386
|
-100%
|
|
|
91
|
|
–
|
-$1.85M
|
-80,967
|
Closed
|
|
|
92
|
Krilogy Financial
St. Louis,
Missouri
|
–
|
-$1.03M
|
-44,974
|
Closed
|
|
|
93
|
BSW Wealth Partners
Boulder,
Colorado
|
–
|
-$200K
|
-8,749
|
Closed
|
|
|
94
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
–
|
-$162K
|
-7,050
|
Closed
|
|
|
95
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
–
|
-$26K
|
-1,165
|
Closed
|
|
|
96
|
Parallel Advisors
San Francisco,
California
|
–
|
-$25.2K
|
-1,100
|
Closed
|
|
