|
101
|
Cary Street Partners
Richmond,
Virginia
|
$221K
|
–
|
–
|
–
|
|
|
102
|
Daviman Financial
Noblesville,
Indiana
|
$220K
|
+$220K
|
+8,639
|
New
|
|
|
103
|
Glenview Trust
Louisville,
Kentucky
|
$219K
|
–
|
–
|
–
|
|
|
104
|
Penobscot Investment Management
Boston,
Massachusetts
|
$211K
|
–
|
–
|
–
|
|
|
105
|
Avantax Planning Partners
Dubuque,
Iowa
|
$203K
|
–
|
–
|
–
|
|
|
106
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$156K
|
-$40.1K
|
-1,578
|
-20%
|
|
|
107
|
Steward Partners Investment Advisory
New York
|
$77.5K
|
–
|
–
|
–
|
|
|
108
|
Harbour Investments
Madison,
Wisconsin
|
$67.2K
|
+$559
|
+22
|
+0.8%
|
|
|
109
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$57.2K
|
–
|
–
|
–
|
|
|
110
|
American Capital Advisory
Ketchum,
Idaho
|
$56.4K
|
–
|
–
|
–
|
|
|
111
|
Bullock Wealth Management
Bloomington,
Indiana
|
$51K
|
+$432
|
+17
|
+0.9%
|
|
|
112
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
$50.9K
|
–
|
–
|
–
|
|
|
113
|
Barrett & Company
Providence,
Rhode Island
|
$46K
|
–
|
–
|
–
|
|
|
114
|
Jones Financial Companies
Des Peres,
Missouri
|
$40.6K
|
+$39.4K
|
+1,549
|
+3,296%
|
|
|
115
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$30.5K
|
+$2.54K
|
+100
|
+9%
|
|
|
116
|
Addison Advisors
Middlebury,
Vermont
|
$25.6K
|
–
|
–
|
–
|
|
|
117
|
Stephens Consulting
Flint,
Michigan
|
$8.04K
|
–
|
–
|
–
|
|
|
118
|
|
$3.84K
|
–
|
–
|
–
|
|
|
119
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$1.13K
|
+$1.12K
|
+44
|
New
|
|
|
120
|
AE Wealth Management
Topeka,
Kansas
|
$966
|
+$966
|
+38
|
New
|
|
|
121
|
Spreng Capital Management
Bucyrus,
Ohio
|
–
|
-$6.12M
|
-260,831
|
Closed
|
|
|
122
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$3.13M
|
-122,427
|
Closed
|
|
|
123
|
Quantum Financial Advisors
El Segundo,
California
|
–
|
-$3.08M
|
-120,758
|
Closed
|
|
|
124
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
–
|
-$1.1M
|
-42,985
|
Closed
|
|
|
125
|
Flow Traders U.S.
New York
|
–
|
-$590K
|
-23,116
|
Closed
|
|
