|
76
|
My Personal CFO LLC
Vancouver,
Washington
|
$56.8K
|
+$56
|
+2
|
New
|
|
|
77
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$49.3K
|
+$47.5K
|
+1,705
|
New
|
|
|
78
|
Orion Capital Management
Coronado,
California
|
$42.6K
|
–
|
–
|
–
|
|
|
79
|
Advisornet Financial
Minnetonka,
Minnesota
|
$36.9K
|
–
|
–
|
–
|
|
|
80
|
Fiduciary Alliance
Greenville,
South Carolina
|
$28.4K
|
+$27.9K
|
+1,000
|
New
|
|
|
81
|
Belpointe Asset Management
Reno,
Nevada
|
$23K
|
+$22.6K
|
+811
|
New
|
|
|
82
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$14.2K
|
–
|
–
|
–
|
|
|
83
|
William Blair & Company
Chicago,
Illinois
|
$13.9K
|
+$13.7K
|
+490
|
New
|
|
|
84
|
Optimum Investment Advisors
Chicago,
Illinois
|
$7.1K
|
–
|
–
|
–
|
|
|
85
|
Baystate Wealth Management
Boston,
Massachusetts
|
$7K
|
–
|
–
|
–
|
|
|
86
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
–
|
-$8.25M
|
-310,328
|
Closed
|
|
|
87
|
World Investment Advisors
Santa Barbara,
California
|
–
|
-$2.36M
|
-88,602
|
Closed
|
|
|
88
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$772K
|
-29,020
|
Closed
|
|
|
89
|
Beck Capital Management
Austin,
Texas
|
–
|
-$737K
|
-27,702
|
Closed
|
|
|
90
|
Citadel Advisors
Miami,
Florida
|
–
|
-$537K
|
-20,196
|
Closed
|
|
|
91
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
–
|
-$370K
|
-13,897
|
Closed
|
|
|
92
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$318K
|
-11,954
|
Closed
|
|
|
93
|
Silver Oak Securities
Jackson,
Tennessee
|
–
|
-$277K
|
-9,086
|
Closed
|
|
|
94
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
–
|
-$240K
|
-9,020
|
Closed
|
|
|
95
|
|
–
|
-$209K
|
-7,845
|
Closed
|
|
|
96
|
Professional Financial Advisors
North Platte,
Nebraska
|
–
|
-$4K
|
-141
|
Closed
|
|
