|
101
|
Asset Dedication LLC
San Francisco,
California
|
$28K
|
+$29.3K
|
+2,400
|
New
|
|
|
102
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$27K
|
–
|
–
|
–
|
|
|
103
|
Valeo Financial Advisors
Carmel,
Indiana
|
$22K
|
+$22.6K
|
+1,856
|
New
|
|
|
104
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$21K
|
–
|
–
|
–
|
|
|
105
|
|
$21K
|
–
|
–
|
–
|
|
|
106
|
SeaCrest Wealth Management
Purchase,
New York
|
$20K
|
–
|
–
|
–
|
|
|
107
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$15K
|
–
|
–
|
–
|
|
|
108
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$12K
|
–
|
–
|
–
|
|
|
109
|
Optimum Investment Advisors
Chicago,
Illinois
|
$12K
|
+$12.2K
|
+1,000
|
New
|
|
|
110
|
Geneos Wealth Management
Englewood,
Colorado
|
$11K
|
-$11K
|
-900
|
-47%
|
|
|
111
|
Cascade Investment Advisors
Oregon City,
Oregon
|
$9.85K
|
+$10.2K
|
+833
|
New
|
|
|
112
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$8K
|
–
|
–
|
–
|
|
|
113
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$8K
|
–
|
–
|
–
|
|
|
114
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$6K
|
+$134
|
+11
|
+2%
|
|
|
115
|
North Star Investment Management
Chicago,
Illinois
|
$5K
|
–
|
–
|
–
|
|
|
116
|
Financial Gravity Companies
Lakeway,
Texas
|
$4K
|
+$1.82K
|
+149
|
+80%
|
|
|
117
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$4K
|
+$4.09K
|
+335
|
New
|
|
|
118
|
Baystate Wealth Management
Boston,
Massachusetts
|
$3K
|
+$3.46K
|
+284
|
New
|
|
|
119
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$2K
|
–
|
–
|
–
|
|
|
120
|
Edge Advisors
Atlanta,
Georgia
|
$2K
|
+$2.07K
|
+170
|
New
|
|
|
121
|
Vident Investment Advisory
Alpharetta,
Georgia
|
–
|
-$10.2M
|
-841,328
|
Closed
|
|
|
122
|
Starfire Investment Advisers
Southfield,
Michigan
|
–
|
-$3.44M
|
-284,984
|
Closed
|
|
|
123
|
Cornerstone Advisors
Asheville,
North Carolina
|
–
|
-$1.16M
|
-95,927
|
Closed
|
|
|
124
|
Regis Management Company
Menlo Park,
California
|
–
|
-$512K
|
-42,400
|
Closed
|
|
|
125
|
Cetera Advisor Networks
El Segundo,
California
|
–
|
-$501K
|
-41,518
|
Closed
|
|
