|
101
|
Veridan Wealth
West Linn,
Oregon
|
$202K
|
-$81.4K
|
-2,564
|
-29%
|
|
|
102
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$201K
|
+$201K
|
+6,325
|
New
|
|
|
103
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$201K
|
+$201K
|
+6,325
|
New
|
|
|
104
|
Marshall Investment Management
Littleton,
Colorado
|
$168K
|
+$168K
|
+5,275
|
New
|
|
|
105
|
Fidelity Investments
Boston,
Massachusetts
|
$130K
|
+$70.1K
|
+2,208
|
+118%
|
|
|
106
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$119K
|
–
|
–
|
–
|
|
|
107
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$115K
|
+$10.1K
|
+318
|
+10%
|
|
|
108
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$115K
|
–
|
–
|
–
|
|
|
109
|
Tortoise Investment Management
White Plains,
New York
|
$111K
|
–
|
–
|
–
|
|
|
110
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$105K
|
-$4.83K
|
-152
|
-4%
|
|
|
111
|
Creative Financial Designs
Kokomo,
Indiana
|
$68K
|
–
|
–
|
–
|
|
|
112
|
Comerica Bank
Dallas,
Texas
|
$65.9K
|
–
|
–
|
–
|
|
|
113
|
CoreCap Advisors
Southfield,
Michigan
|
$65.4K
|
-$36.6K
|
-1,154
|
-36%
|
|
|
114
|
Anchor Investment Management
Columbia,
South Carolina
|
$47.6K
|
–
|
–
|
–
|
|
|
115
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$32K
|
+$31.9K
|
+1,004
|
New
|
|
|
116
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
$31.9K
|
–
|
–
|
–
|
|
|
117
|
Covestor
London,
United Kingdom
|
$31K
|
+$22.9K
|
+722
|
+300%
|
|
|
118
|
|
$30.5K
|
+$27.3K
|
+860
|
+887%
|
|
|
119
|
Private Trust Company
Cleveland,
Ohio
|
$28.5K
|
–
|
–
|
–
|
|
|
120
|
Orion Capital Management
Coronado,
California
|
$19.2K
|
+$1.33K
|
+42
|
+7%
|
|
|
121
|
Allworth Financial
Folsom,
California
|
$14.6K
|
-$32.5K
|
-1,022
|
-69%
|
|
|
122
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$14.1K
|
+$2.13K
|
+67
|
+18%
|
|
|
123
|
Harbour Investments
Madison,
Wisconsin
|
$10.4K
|
–
|
–
|
–
|
|
|
124
|
NBC Securities
Birmingham,
Alabama
|
$6K
|
+$6.32K
|
+199
|
New
|
|
|
125
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$5.89K
|
–
|
–
|
–
|
|
