|
101
|
|
$244K
|
+$244K
|
+2,307
|
New
|
|
|
102
|
Advyzon Investment Management
Lisle,
Illinois
|
$225K
|
-$65.5K
|
-620
|
-23%
|
|
|
103
|
Tidemark
San Diego,
California
|
$214K
|
+$37.7K
|
+357
|
+21%
|
|
|
104
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$191K
|
+$191K
|
+1,804
|
New
|
|
|
105
|
Robinson Value Management
San Antonio,
Texas
|
$175K
|
+$175K
|
+1,652
|
New
|
|
|
106
|
US Bancorp
Minneapolis,
Minnesota
|
$100K
|
+$100K
|
+948
|
New
|
|
|
107
|
MAI Capital Management
Independence,
Ohio
|
$95.1K
|
-$5.29K
|
-50
|
-5%
|
|
|
108
|
Private Trust Company
Cleveland,
Ohio
|
$77K
|
-$32.3K
|
-306
|
-30%
|
|
|
109
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$71.3K
|
+$740
|
+7
|
+1%
|
|
|
110
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$54.5K
|
+$317
|
+3
|
+0.6%
|
|
|
111
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$41.6K
|
+$41.6K
|
+394
|
New
|
|
|
112
|
Spire Wealth Management
Mclean,
Virginia
|
$23.8K
|
+$22.5K
|
+213
|
+1,775%
|
|
|
113
|
Comerica Bank
Dallas,
Texas
|
$19.4K
|
–
|
–
|
–
|
|
|
114
|
AE Wealth Management
Topeka,
Kansas
|
$19.3K
|
+$6.87K
|
+65
|
+55%
|
|
|
115
|
Farther Finance Advisors
San Francisco,
California
|
$19.2K
|
+$13.2K
|
+125
|
+219%
|
|
|
116
|
Harbour Investments
Madison,
Wisconsin
|
$18.6K
|
–
|
–
|
–
|
|
|
117
|
Wealth Watch Advisors
Englewood,
Colorado
|
$11.9K
|
+$11.9K
|
+113
|
New
|
|
|
118
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$10K
|
–
|
–
|
–
|
|
|
119
|
Global Retirement Partners
San Rafael,
California
|
$5.28K
|
–
|
–
|
–
|
|
|
120
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$1.6K
|
–
|
–
|
–
|
|
|
121
|
Fidelity Investments
Boston,
Massachusetts
|
$1.58K
|
+$106
|
+1
|
+7%
|
|
|
122
|
Creative Financial Designs
Kokomo,
Indiana
|
$1.58K
|
+$1.59K
|
+15
|
New
|
|
|
123
|
IFP Advisors
Tampa,
Florida
|
$528
|
–
|
–
|
–
|
|
|
124
|
SignatureFD
Atlanta,
Georgia
|
$175
|
–
|
–
|
–
|
|
|
125
|
Astra Wealth Partners
Jersey City,
New Jersey
|
–
|
-$2.53M
|
-23,972
|
Closed
|
|
