|
101
|
Avantax Planning Partners
Dubuque,
Iowa
|
$15K
|
+$15.6K
|
+1,857
|
New
|
|
|
102
|
Parallel Advisors
San Francisco,
California
|
$14K
|
-$328
|
-39
|
-2%
|
|
|
103
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$11.7K
|
-$269
|
-32
|
-2%
|
|
|
104
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$11K
|
–
|
–
|
–
|
|
|
105
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$11K
|
+$3.76K
|
+447
|
+47%
|
|
|
106
|
|
$10K
|
–
|
–
|
–
|
|
|
107
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$10K
|
+$1.82K
|
+216
|
+21%
|
|
|
108
|
Convergence Investment Partners
Palm Beach Gardens,
Florida
|
$8K
|
+$8.59K
|
+1,021
|
New
|
|
|
109
|
Curi RMB Capital
Chicago,
Illinois
|
$8K
|
+$8.59K
|
+1,021
|
New
|
|
|
110
|
WhitTier Trust Company
Reno,
Nevada
|
$6K
|
–
|
–
|
–
|
|
|
111
|
Private Capital Group
West Hartford,
Connecticut
|
$5K
|
+$5.73K
|
+681
|
New
|
|
|
112
|
Advisory Services Network
Atlanta,
Georgia
|
$3K
|
–
|
–
|
–
|
|
|
113
|
LS Investment Advisors
Bloomfield Hills,
Michigan
|
$3K
|
–
|
–
|
–
|
|
|
114
|
Whittier Trust
South Pasadena,
California
|
$3K
|
–
|
–
|
–
|
|
|
115
|
MGO One Seven
Beachwood,
Ohio
|
$3K
|
+$101
|
+12
|
+3%
|
|
|
116
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$2K
|
–
|
–
|
–
|
|
|
117
|
Whitnell & Co
Oak Brook,
Illinois
|
$2K
|
–
|
–
|
–
|
|
|
118
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$2K
|
+$25
|
+3
|
+1%
|
|
|
119
|
Valeo Financial Advisors
Carmel,
Indiana
|
$2K
|
+$1.85K
|
+220
|
New
|
|
|
120
|
|
$2K
|
+$2.89K
|
+344
|
New
|
|
|
121
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$1K
|
–
|
–
|
–
|
|
|
122
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1K
|
+$648
|
+77
|
New
|
|
|
123
|
Northwest Wealth Management
Spencer,
Iowa
|
$1K
|
+$782
|
+93
|
New
|
|
|
124
|
Gemmer Asset Management
Walnut Creek,
California
|
$1K
|
+$1.1K
|
+131
|
New
|
|
|
125
|
|
–
|
-$3.38M
|
-418,697
|
Closed
|
|
