|
51
|
Avantax Planning Partners
Dubuque,
Iowa
|
$8K
|
+$8.74K
|
+247
|
New
|
|
|
52
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$7K
|
–
|
–
|
–
|
|
|
53
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$4K
|
–
|
–
|
–
|
|
|
54
|
|
$4K
|
–
|
–
|
–
|
|
|
55
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$4K
|
+$3.93K
|
+111
|
New
|
|
|
56
|
Kabarec Financial Advisors
Palatine,
Illinois
|
$4K
|
+$4.6K
|
+130
|
New
|
|
|
57
|
Cutler Group
San Francisco,
California
|
$3K
|
-$10.6K
|
-300
|
-74%
|
|
|
58
|
Simplex Trading
Chicago,
Illinois
|
$3K
|
+$3.54K
|
+100
|
New
|
|
|
59
|
William Blair & Company
Chicago,
Illinois
|
$3K
|
+$3.54K
|
+100
|
New
|
|
|
60
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2K
|
–
|
–
|
–
|
|
|
61
|
Country Trust Bank
Bloomington,
Illinois
|
$1K
|
-$317K
|
-8,961
|
-100%
|
|
|
62
|
|
$1K
|
–
|
–
|
–
|
|
|
63
|
Fusion Family Wealth
Woodbury,
New York
|
$1K
|
–
|
–
|
–
|
|
|
64
|
Pin Oak Investment Advisors
Houston,
Texas
|
$1K
|
–
|
–
|
–
|
|
|
65
|
Rockland Trust
Hanover,
Massachusetts
|
–
|
-$7.74M
|
-215,455
|
Closed
|
|
|
66
|
Evercore Wealth Management
New York
|
–
|
-$3.13M
|
-87,140
|
Closed
|
|
|
67
|
Azimuth Capital Management
Bloomfield Hills,
Michigan
|
–
|
-$2.4M
|
-66,775
|
Closed
|
|
|
68
|
Denver Investment Advisors
Denver,
Colorado
|
–
|
-$460K
|
-12,811
|
Closed
|
|
|
69
|
Timber Hill
Greenwich,
Connecticut
|
–
|
-$421K
|
-11,708
|
Closed
|
|
|
70
|
Ashfield Capital Partners
San Francisco,
California
|
–
|
-$213K
|
-5,940
|
Closed
|
|
|
71
|
Advisornet Financial
Minnetonka,
Minnesota
|
–
|
-$52K
|
-1,451
|
Closed
|
|
|
72
|
Manchester Capital Management
Manchester,
Vermont
|
–
|
-$23K
|
-650
|
Closed
|
|
|
73
|
Calton & Associates
Tampa,
Florida
|
–
|
-$20K
|
-500
|
Closed
|
|
|
74
|
First Allied Advisory Services
San Diego,
California
|
–
|
-$10K
|
-275
|
Closed
|
|
|
75
|
Geneos Wealth Management
Englewood,
Colorado
|
–
|
-$6K
|
-170
|
Closed
|
|
