|
151
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$32K
|
–
|
–
|
–
|
|
|
152
|
Global Retirement Partners
San Rafael,
California
|
$29K
|
+$28.6K
|
+670
|
New
|
|
|
153
|
Sandy Spring Bank
Olney,
Maryland
|
$27K
|
–
|
–
|
–
|
|
|
154
|
Creative Financial Designs
Kokomo,
Indiana
|
$26K
|
–
|
–
|
–
|
|
|
155
|
|
$25K
|
+$25.1K
|
+588
|
New
|
|
|
156
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$23K
|
–
|
–
|
–
|
|
|
157
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$18K
|
+$16.7K
|
+392
|
New
|
|
|
158
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$14K
|
–
|
–
|
–
|
|
|
159
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$13K
|
–
|
–
|
–
|
|
|
160
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$11K
|
–
|
–
|
–
|
|
|
161
|
BOK Financial
Tulsa,
Oklahoma
|
$10K
|
+$9.97K
|
+234
|
New
|
|
|
162
|
SEI Investments
Oaks,
Pennsylvania
|
$7K
|
-$104K
|
-2,448
|
-94%
|
|
|
163
|
Simon Quick Advisors
Morristown,
New Jersey
|
$7K
|
+$6.39K
|
+150
|
New
|
|
|
164
|
American Financial Network Advisory Services
Calabasas,
California
|
$7K
|
+$6.73K
|
+158
|
New
|
|
|
165
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$6.51K
|
-$25.5K
|
-598
|
-80%
|
|
|
166
|
Asset Dedication LLC
San Francisco,
California
|
$6K
|
-$1.88K
|
-44
|
-24%
|
|
|
167
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$3K
|
–
|
–
|
–
|
|
|
168
|
Barclays
London,
United Kingdom
|
$3K
|
–
|
–
|
–
|
|
|
169
|
Tortoise Investment Management
White Plains,
New York
|
$2K
|
–
|
–
|
–
|
|
|
170
|
Baystate Wealth Management
Boston,
Massachusetts
|
$1K
|
–
|
–
|
–
|
|
|
171
|
Girard Securities
San Diego,
California
|
–
|
-$554K
|
-13,196
|
Closed
|
|
|
172
|
Concert Wealth Management
San Jose,
California
|
–
|
-$278K
|
-6,686
|
Closed
|
|
|
173
|
Penserra Capital Management
Orinda,
California
|
–
|
-$266K
|
-6,330
|
Closed
|
|
|
174
|
Callan Capital
La Jolla,
California
|
–
|
-$201K
|
-4,776
|
Closed
|
|
|
175
|
BDO Wealth Advisors
Jacksonville,
Florida
|
–
|
-$16K
|
-378
|
Closed
|
|
