|
51
|
BKS Advisors
Southfield,
Michigan
|
$202K
|
+$202K
|
+6,847
|
New
|
|
|
52
|
SEI Investments
Oaks,
Pennsylvania
|
$201K
|
+$200K
|
+6,786
|
New
|
|
|
53
|
Signet Financial Management
Parsippany,
New Jersey
|
$180K
|
–
|
–
|
–
|
|
|
54
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$149K
|
–
|
–
|
–
|
|
|
55
|
Envestnet Asset Management
Chicago,
Illinois
|
$142K
|
–
|
–
|
–
|
|
|
56
|
William Blair & Company
Chicago,
Illinois
|
$89K
|
–
|
–
|
–
|
|
|
57
|
Avior Wealth Management
Omaha,
Nebraska
|
$71K
|
+$26.7K
|
+905
|
+60%
|
|
|
58
|
Bell Rock Capital
Rehoboth Beach,
Delaware
|
$40K
|
-$50.3K
|
-1,703
|
-56%
|
|
|
59
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$30K
|
–
|
–
|
–
|
|
|
60
|
LifePlan Financial Group
Dayton,
Ohio
|
$25K
|
+$24.7K
|
+835
|
New
|
|
|
61
|
American Portfolios Advisors
Holbrook,
New York
|
$22.2K
|
+$10.3K
|
+350
|
+88%
|
|
|
62
|
Destination Wealth Management
Walnut Creek,
California
|
$14K
|
+$14.1K
|
+477
|
New
|
|
|
63
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$6K
|
+$30
|
+1
|
+0.5%
|
|
|
64
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2K
|
+$2.13K
|
+72
|
New
|
|
|
65
|
Parallel Advisors
San Francisco,
California
|
$1K
|
-$4.67K
|
-158
|
-72%
|
|
|
66
|
Peterson Wealth Advisors
Orem,
Utah
|
–
|
-$3.84M
|
-129,362
|
Closed
|
|
|
67
|
Raymond James & Associates
St Petersburg,
Florida
|
–
|
-$3.44M
|
-115,898
|
Closed
|
|
|
68
|
Marietta Wealth Management
Marietta,
Georgia
|
–
|
-$1.14M
|
-38,298
|
Closed
|
|
|
69
|
Highland Private Wealth Management
Bellevue,
Washington
|
–
|
-$979K
|
-35,781
|
Closed
|
|
|
70
|
Private Advisory Group
Redmond,
Washington
|
–
|
-$979K
|
-35,781
|
Closed
|
|
|
71
|
Private Advisor Group
Morristown,
New Jersey
|
–
|
-$604K
|
-20,335
|
Closed
|
|
|
72
|
Virtue Capital Management
Brentwood,
Tennessee
|
–
|
-$7K
|
-224
|
Closed
|
|
|
73
|
Wells Fargo
San Francisco,
California
|
–
|
-$1K
|
-25
|
Closed
|
|
|
74
|
IFP Advisors
Tampa,
Florida
|
–
|
+$384
|
+13
|
New
|
|
