|
76
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$221K
|
–
|
–
|
–
|
|
|
77
|
Private Trust Company
Cleveland,
Ohio
|
$171K
|
+$161K
|
+2,640
|
New
|
|
|
78
|
Fidelity Investments
Boston,
Massachusetts
|
$125K
|
+$1.28K
|
+21
|
+1%
|
|
|
79
|
|
$107K
|
–
|
–
|
–
|
|
|
80
|
Jones Financial Companies
Des Peres,
Missouri
|
$105K
|
+$98.7K
|
+1,614
|
New
|
|
|
81
|
Tidemark
San Diego,
California
|
$85.5K
|
–
|
–
|
–
|
|
|
82
|
William Blair & Company
Chicago,
Illinois
|
$78.2K
|
–
|
–
|
–
|
|
|
83
|
Bellevue Asset Management
Bellevue,
Washington
|
$63.7K
|
–
|
–
|
–
|
|
|
84
|
Sunbelt Securities
Houston,
Texas
|
$46.6K
|
+$44K
|
+720
|
New
|
|
|
85
|
Harbour Investments
Madison,
Wisconsin
|
$33.7K
|
–
|
–
|
–
|
|
|
86
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$28K
|
-$44.3K
|
-724
|
-63%
|
|
|
87
|
Wetzel Investment Advisors
Indianapolis,
Indiana
|
$18.3K
|
–
|
–
|
–
|
|
|
88
|
Comerica Bank
Dallas,
Texas
|
$13.3K
|
-$489
|
-8
|
-4%
|
|
|
89
|
Realta Investment Advisors
Wilmington,
Delaware
|
$12.4K
|
+$11.7K
|
+191
|
New
|
|
|
90
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$9.47K
|
–
|
–
|
–
|
|
|
91
|
Westside Investment Management
Santa Monica,
California
|
$6.74K
|
–
|
–
|
–
|
|
|
92
|
Global Retirement Partners
San Rafael,
California
|
$4.86K
|
–
|
–
|
–
|
|
|
93
|
GeoWealth Management
Chicago,
Illinois
|
–
|
-$772K
|
-13,133
|
Closed
|
|
|
94
|
James J. Burns & Company
Melville,
New York
|
–
|
-$361K
|
-6,143
|
Closed
|
|
|
95
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
–
|
-$239K
|
-4,062
|
Closed
|
|
|
96
|
Bessemer Group
Woodbridge,
New Jersey
|
–
|
-$11K
|
-180
|
Closed
|
|
|
97
|
Smartleaf Asset Management
Boston,
Massachusetts
|
–
|
-$9.48K
|
-155
|
Closed
|
|
