|
101
|
Lifelong Wealth Advisors
Arden Hills,
Minnesota
|
$238K
|
–
|
–
|
–
|
|
|
102
|
Curtis Advisory Group
Santa Barbara,
California
|
$230K
|
–
|
–
|
–
|
|
|
103
|
Financial Insights
Tacoma,
Washington
|
$229K
|
–
|
–
|
–
|
|
|
104
|
Evergreen Private Wealth
Greenwood Village,
Colorado
|
$208K
|
-$43K
|
-1,289
|
-18%
|
|
|
105
|
Wells Fargo
San Francisco,
California
|
$157K
|
+$148K
|
+4,425
|
+442,500%
|
|
|
106
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$153K
|
+$23.7K
|
+711
|
+20%
|
|
|
107
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$133K
|
–
|
–
|
–
|
|
|
108
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$128K
|
–
|
–
|
–
|
|
|
109
|
Tortoise Investment Management
White Plains,
New York
|
$124K
|
–
|
–
|
–
|
|
|
110
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$117K
|
–
|
–
|
–
|
|
|
111
|
Fidelity Investments
Boston,
Massachusetts
|
$108K
|
-$35.2K
|
-1,056
|
-26%
|
|
|
112
|
Creative Financial Designs
Kokomo,
Indiana
|
$75.8K
|
–
|
–
|
–
|
|
|
113
|
Comerica Bank
Dallas,
Texas
|
$73.4K
|
–
|
–
|
–
|
|
|
114
|
CoreCap Advisors
Southfield,
Michigan
|
$72.9K
|
–
|
–
|
–
|
|
|
115
|
Harbor Asset Planning
Belmont,
Massachusetts
|
$56.4K
|
+$53K
|
+1,589
|
New
|
|
|
116
|
Anchor Investment Management
Columbia,
South Carolina
|
$53.1K
|
–
|
–
|
–
|
|
|
117
|
Private Trust Company
Cleveland,
Ohio
|
$31.8K
|
–
|
–
|
–
|
|
|
118
|
Covestor
London,
United Kingdom
|
$26K
|
-$7.97K
|
-239
|
-25%
|
|
|
119
|
Orion Capital Management
Coronado,
California
|
$21.4K
|
–
|
–
|
–
|
|
|
120
|
Global Retirement Partners
San Rafael,
California
|
$17.5K
|
+$16.4K
|
+492
|
New
|
|
|
121
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$15.8K
|
–
|
–
|
–
|
|
|
122
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$13.9K
|
-$20.4K
|
-613
|
-61%
|
|
|
123
|
Harbour Investments
Madison,
Wisconsin
|
$11.6K
|
–
|
–
|
–
|
|
|
124
|
|
$8.13K
|
-$24.3K
|
-728
|
-76%
|
|
|
125
|
NBC Securities
Birmingham,
Alabama
|
$7K
|
–
|
–
|
–
|
|
