|
76
|
Independent Portfolio Consultants
Boca Raton,
Florida
|
$40K
|
+$38.9K
|
+1,350
|
New
|
|
|
77
|
Arrow Financial
Glens Falls,
New York
|
$37K
|
–
|
–
|
–
|
|
|
78
|
Versant Capital Management
Phoenix,
Arizona
|
$31K
|
–
|
–
|
–
|
|
|
79
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$22K
|
–
|
–
|
–
|
|
|
80
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$21K
|
-$432
|
-15
|
-2%
|
|
|
81
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$19K
|
+$18.4K
|
+639
|
+4,260%
|
|
|
82
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$14K
|
+$13.5K
|
+468
|
New
|
|
|
83
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$14K
|
+$13.7K
|
+477
|
New
|
|
|
84
|
Envestnet Asset Management
Chicago,
Illinois
|
$11K
|
-$4.58M
|
-159,225
|
-100%
|
|
|
85
|
Cutler Group
San Francisco,
California
|
$8K
|
+$8.63K
|
+300
|
New
|
|
|
86
|
Creative Financial Designs
Kokomo,
Indiana
|
$6K
|
+$6.13K
|
+213
|
New
|
|
|
87
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$3K
|
–
|
–
|
–
|
|
|
88
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$3K
|
+$2.94K
|
+102
|
New
|
|
|
89
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$3K
|
+$3.19K
|
+111
|
New
|
|
|
90
|
Parallel Advisors
San Francisco,
California
|
$3K
|
+$3.28K
|
+114
|
New
|
|
|
91
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$2K
|
–
|
–
|
–
|
|
|
92
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$2K
|
+$1.9K
|
+66
|
New
|
|
|
93
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$1.15K
|
-$86
|
-3
|
-7%
|
|
|
94
|
AssetMark Inc
Concord,
California
|
$1K
|
-$91.6M
|
-3,182,232
|
-100%
|
|
|
95
|
SEI Investments
Oaks,
Pennsylvania
|
$1K
|
–
|
–
|
–
|
|
|
96
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
97
|
Beck Capital Management
Austin,
Texas
|
–
|
-$5.35M
|
-186,804
|
Closed
|
|
|
98
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
–
|
-$3.69M
|
-128,739
|
Closed
|
|
|
99
|
Aveo Capital Partners
Englewood,
Colorado
|
–
|
-$1.62M
|
-56,421
|
Closed
|
|
|
100
|
Vicus Capital
State College,
Pennsylvania
|
–
|
-$1.44M
|
-50,304
|
Closed
|
|
