|
101
|
Tacita Capital
Toronto,
Ontario, Canada
|
$106K
|
–
|
–
|
–
|
|
|
102
|
SeaCrest Wealth Management
Purchase,
New York
|
$105K
|
+$114K
|
+620
|
New
|
|
|
103
|
Sound Financial Strategies Group
Madison,
Mississippi
|
$93K
|
-$292K
|
-1,588
|
-74%
|
|
|
104
|
Howe & Rusling
Rochester,
New York
|
$79K
|
–
|
–
|
–
|
|
|
105
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$67K
|
–
|
–
|
–
|
|
|
106
|
Steward Partners Investment Advisory
New York
|
$45K
|
–
|
–
|
–
|
|
|
107
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$41K
|
+$8.47K
|
+46
|
+24%
|
|
|
108
|
Geneos Wealth Management
Englewood,
Colorado
|
$40K
|
–
|
–
|
–
|
|
|
109
|
Asset Dedication LLC
San Francisco,
California
|
$35K
|
–
|
–
|
–
|
|
|
110
|
FourThought Financial
Venice,
Florida
|
$35K
|
–
|
–
|
–
|
|
|
111
|
|
$35K
|
–
|
–
|
–
|
|
|
112
|
Chilton Capital Management
Houston,
Texas
|
$34K
|
+$37.4K
|
+203
|
New
|
|
|
113
|
City State Bank
Norwalk,
Iowa
|
$17K
|
–
|
–
|
–
|
|
|
114
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$11K
|
+$9.58K
|
+52
|
New
|
|
|
115
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$10K
|
+$2.95K
|
+16
|
+35%
|
|
|
116
|
Allworth Financial
Folsom,
California
|
$9K
|
+$9.21K
|
+50
|
New
|
|
|
117
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$7K
|
–
|
–
|
–
|
|
|
118
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$7K
|
–
|
–
|
–
|
|
|
119
|
|
$6K
|
–
|
–
|
–
|
|
|
120
|
Level Financial Advisors
East Amherst,
New York
|
$4K
|
–
|
–
|
–
|
|
|
121
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$2K
|
–
|
–
|
–
|
|
|
122
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
–
|
-$2.6M
|
-12,722
|
Closed
|
|
|
123
|
AssetMark Inc
Concord,
California
|
–
|
-$795K
|
-3,898
|
Closed
|
|
|
124
|
Private Capital Group
West Hartford,
Connecticut
|
–
|
-$668K
|
-3,275
|
Closed
|
|
|
125
|
55I LLC
Boston,
Massachusetts
|
–
|
-$317K
|
-1,556
|
Closed
|
|
