|
76
|
YorkBridge Wealth Partners
New York
|
$35K
|
–
|
–
|
–
|
|
|
77
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$32K
|
–
|
–
|
–
|
|
|
78
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$30K
|
–
|
–
|
–
|
|
|
79
|
|
$28K
|
–
|
–
|
–
|
|
|
80
|
Nelson Capital Management
Menlo Park,
California
|
$28K
|
–
|
–
|
–
|
|
|
81
|
First Horizon Advisors
Memphis,
Tennessee
|
$25K
|
+$24.4K
|
+627
|
New
|
|
|
82
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$20K
|
–
|
–
|
–
|
|
|
83
|
North Star Investment Management
Chicago,
Illinois
|
$18K
|
–
|
–
|
–
|
|
|
84
|
Reilly Financial Advisors
La Mesa,
California
|
$18K
|
–
|
–
|
–
|
|
|
85
|
American Portfolios Advisors
Holbrook,
New York
|
$17.7K
|
–
|
–
|
–
|
|
|
86
|
Strategic Wealth Partners
Independence,
Ohio
|
$13K
|
–
|
–
|
–
|
|
|
87
|
Ironwood Financial
Tucson,
Arizona
|
$12K
|
–
|
–
|
–
|
|
|
88
|
SeaCrest Wealth Management
Purchase,
New York
|
$12K
|
–
|
–
|
–
|
|
|
89
|
Baystate Wealth Management
Boston,
Massachusetts
|
$12K
|
+$117
|
+3
|
+1%
|
|
|
90
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$12K
|
+$12.4K
|
+318
|
New
|
|
|
91
|
|
$8K
|
–
|
–
|
–
|
|
|
92
|
Global Retirement Partners
San Rafael,
California
|
$6K
|
+$5.83K
|
+150
|
New
|
|
|
93
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$5K
|
–
|
–
|
–
|
|
|
94
|
Destination Wealth Management
Walnut Creek,
California
|
$5K
|
+$5.01K
|
+129
|
New
|
|
|
95
|
SEI Investments
Oaks,
Pennsylvania
|
$3K
|
–
|
–
|
–
|
|
|
96
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$2K
|
–
|
–
|
–
|
|
|
97
|
Advisornet Financial
Minnetonka,
Minnesota
|
$1K
|
–
|
–
|
–
|
|
|
98
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
–
|
-$6.53M
|
-164,769
|
Closed
|
|
|
99
|
|
–
|
-$5.43M
|
-137,070
|
Closed
|
|
|
100
|
BigSur Wealth Management
Miami,
Florida
|
–
|
-$702K
|
-17,700
|
Closed
|
|
