|
101
|
10Elms LLP
Tulsa,
Oklahoma
|
$209K
|
+$209K
|
+9,015
|
New
|
|
|
102
|
Orion Capital Management
Coronado,
California
|
$167K
|
+$168K
|
+7,220
|
New
|
|
|
103
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$139K
|
–
|
–
|
–
|
|
|
104
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$136K
|
–
|
–
|
–
|
|
|
105
|
Comerica Bank
Dallas,
Texas
|
$134K
|
+$39.5K
|
+1,700
|
+42%
|
|
|
106
|
Steward Partners Investment Advisory
New York
|
$105K
|
+$106K
|
+4,556
|
New
|
|
|
107
|
Principal Securities
Des Moines,
Iowa
|
$96.4K
|
–
|
–
|
–
|
|
|
108
|
PSI Advisors
Tampa,
Florida
|
$60.3K
|
–
|
–
|
–
|
|
|
109
|
Parallel Advisors
San Francisco,
California
|
$52.1K
|
+$52.3K
|
+2,250
|
New
|
|
|
110
|
Denver PWM
Denver,
Colorado
|
$29.2K
|
-$105K
|
-4,539
|
-78%
|
|
|
111
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$23.1K
|
+$186
|
+8
|
+0.8%
|
|
|
112
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$21.6K
|
+$21.7K
|
+935
|
New
|
|
|
113
|
Blue Trust Inc
Alpharetta,
Georgia
|
$18.3K
|
+$18.3K
|
+789
|
New
|
|
|
114
|
Harbour Investments
Madison,
Wisconsin
|
$12.4K
|
+$12.5K
|
+536
|
New
|
|
|
115
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$12.1K
|
+$12.2K
|
+523
|
New
|
|
|
116
|
VSM Wealth Advisory
Hunt Valley,
Maryland
|
$8.89K
|
+$8.92K
|
+384
|
New
|
|
|
117
|
Whittier Trust
South Pasadena,
California
|
$6.8K
|
+$6.83K
|
+294
|
New
|
|
|
118
|
Huntington National Bank
Columbus,
Ohio
|
$1.57K
|
–
|
–
|
–
|
|
|
119
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$24
|
–
|
–
|
–
|
|
|
120
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
–
|
-$244K
|
-10,420
|
Closed
|
|
|
121
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
–
|
-$231K
|
-9,868
|
Closed
|
|
|
122
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
-$23
|
-1
|
Closed
|
|
