|
101
|
Global Retirement Partners
San Rafael,
California
|
$152K
|
–
|
–
|
–
|
|
|
102
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$151K
|
+$151K
|
+5,969
|
New
|
|
|
103
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$96K
|
-$3.54K
|
-140
|
-4%
|
|
|
104
|
Perigon Wealth Management
San Francisco,
California
|
$93K
|
-$26.6K
|
-1,053
|
-22%
|
|
|
105
|
Next Financial Group
Houston,
Texas
|
$86K
|
-$14.5K
|
-573
|
-14%
|
|
|
106
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$68K
|
+$68.2K
|
+2,696
|
New
|
|
|
107
|
Barnett & Company
Chattanooga,
Tennessee
|
$56K
|
+$17.7K
|
+700
|
+47%
|
|
|
108
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$29K
|
–
|
–
|
–
|
|
|
109
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$20K
|
–
|
–
|
–
|
|
|
110
|
|
$15K
|
–
|
–
|
–
|
|
|
111
|
D.A. Davidson & Co
Great Falls,
Montana
|
$12K
|
–
|
–
|
–
|
|
|
112
|
Cribstone Capital Management
Augusta,
Maine
|
$11K
|
–
|
–
|
–
|
|
|
113
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$10.1K
|
+$10.1K
|
+400
|
New
|
|
|
114
|
SEI Investments
Oaks,
Pennsylvania
|
$8K
|
+$8.42K
|
+333
|
New
|
|
|
115
|
Parallel Advisors
San Francisco,
California
|
$3K
|
+$3.19K
|
+126
|
New
|
|
|
116
|
Shine Investment Advisory Services
Lone Tree,
Colorado
|
–
|
-$14.6M
|
-578,600
|
Closed
|
|
|
117
|
|
–
|
-$470K
|
-18,673
|
Closed
|
|
|
118
|
Opes Advisors
Cupertino,
California
|
–
|
-$304K
|
-12,091
|
Closed
|
|
|
119
|
WESPAC Advisors
Orinda,
California
|
–
|
-$286K
|
-11,370
|
Closed
|
|
|
120
|
M&T Bank
Buffalo,
New York
|
–
|
-$261K
|
-10,371
|
Closed
|
|
|
121
|
Parasol Investment Management
Westmont,
Illinois
|
–
|
-$137K
|
-5,450
|
Closed
|
|
|
122
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
–
|
-$17.8K
|
-705
|
Closed
|
|
|
123
|
Creative Financial Designs
Kokomo,
Indiana
|
–
|
+$405
|
+16
|
New
|
|
