|
101
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$21K
|
+$26.8K
|
+827
|
New
|
|
|
102
|
Gradient Investments
Arden Hills,
Minnesota
|
$19K
|
–
|
–
|
–
|
|
|
103
|
Wealth Quarterback
Toms River,
New Jersey
|
$18.2K
|
+$23.1K
|
+711
|
New
|
|
|
104
|
Archer Investment Corporation
Carmel,
Indiana
|
$15K
|
–
|
–
|
–
|
|
|
105
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$14K
|
–
|
–
|
–
|
|
|
106
|
William Blair & Company
Chicago,
Illinois
|
$12K
|
+$15.5K
|
+477
|
New
|
|
|
107
|
1776 Wealth
Atlanta,
Georgia
|
$11K
|
-$325
|
-10
|
-2%
|
|
|
108
|
Global Retirement Partners
San Rafael,
California
|
$11K
|
+$5.36K
|
+165
|
+61%
|
|
|
109
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$10K
|
+$13K
|
+399
|
New
|
|
|
110
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$8K
|
+$9.61K
|
+296
|
New
|
|
|
111
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$8K
|
+$9.71K
|
+299
|
New
|
|
|
112
|
QCI Asset Management
Pittsford,
New York
|
$7K
|
–
|
–
|
–
|
|
|
113
|
Global Financial Private Client
Sarasota,
Florida
|
$4.62K
|
-$3.28K
|
-101
|
-35%
|
|
|
114
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$3K
|
–
|
–
|
–
|
|
|
115
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$2K
|
-$6.49K
|
-200
|
-78%
|
|
|
116
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$2K
|
+$2.27K
|
+70
|
New
|
|
|
117
|
Optimum Investment Advisors
Chicago,
Illinois
|
$2K
|
+$3.05K
|
+94
|
New
|
|
|
118
|
Fidelity Investments
Boston,
Massachusetts
|
$1K
|
-$2.11K
|
-65
|
-60%
|
|
|
119
|
MBE Wealth Management
Tomah,
Wisconsin
|
$1K
|
+$1.62K
|
+50
|
New
|
|
|
120
|
Westside Investment Management
Santa Monica,
California
|
$70
|
+$88.7K
|
+2,734
|
New
|
|
|
121
|
Blue Sky Asset Management
Greenwood Village,
Colorado
|
–
|
-$15.6M
|
-434,836
|
Closed
|
|
|
122
|
Portfolio Strategies
Monsey,
New York
|
–
|
-$7.7M
|
-214,620
|
Closed
|
|
|
123
|
Atria Investments
Charlotte,
North Carolina
|
–
|
-$6.69M
|
-186,398
|
Closed
|
|
|
124
|
Milestone Advisory Partners
Southern Pines,
North Carolina
|
–
|
-$4.92M
|
-137,260
|
Closed
|
|
|
125
|
LexAurum Advisors
Overland Park,
Kansas
|
–
|
-$3.41M
|
-94,943
|
Closed
|
|
