|
101
|
Caldwell Trust
Venice,
Florida
|
$14.4K
|
–
|
–
|
–
|
|
|
102
|
Asset Dedication LLC
San Francisco,
California
|
$14K
|
–
|
–
|
–
|
|
|
103
|
Versant Capital Management
Phoenix,
Arizona
|
$13.9K
|
–
|
–
|
–
|
|
|
104
|
North Star Investment Management
Chicago,
Illinois
|
$13.8K
|
–
|
–
|
–
|
|
|
105
|
IFP Advisors
Tampa,
Florida
|
$13.5K
|
–
|
–
|
–
|
|
|
106
|
Tucker Asset Management
Littleton,
Colorado
|
$12.9K
|
–
|
–
|
–
|
|
|
107
|
Albion Financial Group
Salt Lake City,
Utah
|
$11K
|
–
|
–
|
–
|
|
|
108
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$10.4K
|
-$5.23K
|
-150
|
-33%
|
|
|
109
|
|
$10K
|
+$11.8K
|
+338
|
New
|
|
|
110
|
Global Retirement Partners
San Rafael,
California
|
$8.01K
|
-$17.4K
|
-500
|
-68%
|
|
|
111
|
Fernwood Investment Management
Quincy,
Massachusetts
|
$6.44K
|
+$6.45K
|
+185
|
New
|
|
|
112
|
Fidelity Investments
Boston,
Massachusetts
|
$5.33K
|
+$3.73K
|
+107
|
+233%
|
|
|
113
|
Geneos Wealth Management
Englewood,
Colorado
|
$4.35K
|
–
|
–
|
–
|
|
|
114
|
Steward Partners Investment Advisory
New York
|
$3.48K
|
–
|
–
|
–
|
|
|
115
|
CoreCap Advisors
Southfield,
Michigan
|
$3.48K
|
+$3.49K
|
+100
|
New
|
|
|
116
|
WR Wealth Planners
Columbia,
Missouri
|
$3.48K
|
+$3.49K
|
+100
|
New
|
|
|
117
|
Creative Financial Designs
Kokomo,
Indiana
|
$2.96K
|
–
|
–
|
–
|
|
|
118
|
Financial Perspectives
Minneapolis,
Minnesota
|
$2.61K
|
–
|
–
|
–
|
|
|
119
|
Venturi Wealth Management
Austin,
Texas
|
$1.15K
|
–
|
–
|
–
|
|
|
120
|
Clear Point Advisors
Melville,
New York
|
$418
|
–
|
–
|
–
|
|
|
121
|
Lindbrook Capital
Calabasas,
California
|
$35
|
–
|
–
|
–
|
|
|
122
|
AE Wealth Management
Topeka,
Kansas
|
–
|
-$1.6M
|
-45,696
|
Closed
|
|
|
123
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
–
|
-$1.59M
|
-45,471
|
Closed
|
|
|
124
|
|
–
|
-$1.52M
|
-43,453
|
Closed
|
|
|
125
|
Whalen Wealth Management
Las Vegas,
Nevada
|
–
|
-$882K
|
-25,236
|
Closed
|
|
