|
101
|
Bank of Stockton
Stockton,
California
|
$219K
|
–
|
–
|
–
|
|
|
102
|
Mirador Capital Partners
Pleasanton,
California
|
$213K
|
+$215K
|
+3,679
|
New
|
|
|
103
|
Two Sigma Securities
New York
|
$201K
|
+$203K
|
+3,469
|
New
|
|
|
104
|
Steward Partners Investment Advisory
New York
|
$180K
|
+$292
|
+5
|
+0.2%
|
|
|
105
|
Westside Investment Management
Santa Monica,
California
|
$152K
|
–
|
–
|
–
|
|
|
106
|
Fidelity Investments
Boston,
Massachusetts
|
$146K
|
+$147K
|
+2,521
|
New
|
|
|
107
|
Global Retirement Partners
San Rafael,
California
|
$90K
|
-$33.1K
|
-566
|
-27%
|
|
|
108
|
American Portfolios Advisors
Holbrook,
New York
|
$69.6K
|
–
|
–
|
–
|
|
|
109
|
Ferris Capital
Marlborough,
Massachusetts
|
$55K
|
–
|
–
|
–
|
|
|
110
|
Gradient Investments
Arden Hills,
Minnesota
|
$51K
|
–
|
–
|
–
|
|
|
111
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$29K
|
–
|
–
|
–
|
|
|
112
|
Elmwood Wealth Management
Berkeley,
California
|
$25.8K
|
-$1.05K
|
-18
|
-4%
|
|
|
113
|
Destination Wealth Management
Walnut Creek,
California
|
$20K
|
+$20.2K
|
+346
|
New
|
|
|
114
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$15K
|
–
|
–
|
–
|
|
|
115
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$11K
|
–
|
–
|
–
|
|
|
116
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$11K
|
–
|
–
|
–
|
|
|
117
|
Allworth Financial
Folsom,
California
|
$11K
|
+$350
|
+6
|
+3%
|
|
|
118
|
Bartlett & Co
Cincinnati,
Ohio
|
$9K
|
–
|
–
|
–
|
|
|
119
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$8.7K
|
–
|
–
|
–
|
|
|
120
|
Northern Trust
Chicago,
Illinois
|
$6K
|
–
|
–
|
–
|
|
|
121
|
Watermark Asset Management
San Ramon,
California
|
$5K
|
–
|
–
|
–
|
|
|
122
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$5K
|
+$4.96K
|
+85
|
New
|
|
|
123
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$3.46M
|
-59,023
|
Closed
|
|
|
124
|
|
–
|
-$2.35M
|
-40,211
|
Closed
|
|
|
125
|
Perigon Wealth Management
San Francisco,
California
|
–
|
-$2.18M
|
-37,192
|
Closed
|
|
