|
101
|
Private Trust Company
Cleveland,
Ohio
|
$53.4K
|
–
|
–
|
–
|
|
|
102
|
Close Asset Management
London,
United Kingdom
|
$32K
|
–
|
–
|
–
|
|
|
103
|
Tucker Asset Management
Littleton,
Colorado
|
$29.2K
|
–
|
–
|
–
|
|
|
104
|
Fidelity Investments
Boston,
Massachusetts
|
$27.4K
|
+$1.79K
|
+69
|
+7%
|
|
|
105
|
US Bancorp
Minneapolis,
Minnesota
|
$26.1K
|
+$21.3K
|
+820
|
+626%
|
|
|
106
|
Creative Financial Designs
Kokomo,
Indiana
|
$17.4K
|
–
|
–
|
–
|
|
|
107
|
Jones Financial Companies
Des Peres,
Missouri
|
$15.1K
|
+$14.3K
|
+550
|
New
|
|
|
108
|
Sunbelt Securities
Houston,
Texas
|
$14.9K
|
–
|
–
|
–
|
|
|
109
|
|
$14.4K
|
+$13.6K
|
+525
|
New
|
|
|
110
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$12K
|
–
|
–
|
–
|
|
|
111
|
Able Wealth Management
Toms River,
New Jersey
|
$11.9K
|
+$11.3K
|
+433
|
New
|
|
|
112
|
Wetzel Investment Advisors
Indianapolis,
Indiana
|
$10K
|
+$9.36K
|
+360
|
New
|
|
|
113
|
Steward Partners Investment Advisory
New York
|
$5.48K
|
–
|
–
|
–
|
|
|
114
|
Farther Finance Advisors
San Francisco,
California
|
$4.44K
|
–
|
–
|
–
|
|
|
115
|
Fortitude Family Office
Scottsdale,
Arizona
|
$3.18K
|
+$3.02K
|
+116
|
New
|
|
|
116
|
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
$3K
|
–
|
–
|
–
|
|
|
117
|
Wellington Management Group
Boston,
Massachusetts
|
–
|
-$1.3M
|
-50,852
|
Closed
|
|
|
118
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
–
|
-$256K
|
-10,192
|
Closed
|
|
|
119
|
Claris Advisors
St. Louis,
Missouri
|
–
|
-$225K
|
-8,765
|
Closed
|
|
|
120
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
–
|
-$225K
|
-8,765
|
Closed
|
|
|
121
|
Mutual Advisors
Omaha,
Nebraska
|
–
|
-$223K
|
-8,707
|
Closed
|
|
|
122
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
–
|
-$210K
|
-8,201
|
Closed
|
|
|
123
|
Hoey Investments
Coatesville,
Pennsylvania
|
–
|
-$24.1K
|
-939
|
Closed
|
|
|
124
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
–
|
-$3.67K
|
-143
|
Closed
|
|
|
125
|
WR Wealth Planners
Columbia,
Missouri
|
–
|
-$2.77K
|
-108
|
Closed
|
|
