|
76
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$201K
|
+$206K
|
+7,074
|
New
|
|
|
77
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$118K
|
+$121K
|
+4,137
|
New
|
|
|
78
|
Global Retirement Partners
San Rafael,
California
|
$107K
|
+$759
|
+26
|
+0.7%
|
|
|
79
|
Private Trust Company
Cleveland,
Ohio
|
$106K
|
+$61.5K
|
+2,108
|
+130%
|
|
|
80
|
Optima Capital
Beaverton,
Oregon
|
$84K
|
+$86.1K
|
+2,951
|
New
|
|
|
81
|
Whittier Trust
South Pasadena,
California
|
$81.6K
|
+$82.8K
|
+2,838
|
New
|
|
|
82
|
Chilton Capital Management
Houston,
Texas
|
$75.1K
|
+$77K
|
+2,637
|
New
|
|
|
83
|
|
$66.9K
|
+$68.6K
|
+2,350
|
New
|
|
|
84
|
Harbour Investments
Madison,
Wisconsin
|
$54K
|
+$2.45K
|
+84
|
+5%
|
|
|
85
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$51K
|
–
|
–
|
–
|
|
|
86
|
UBS Group
Zurich,
Switzerland
|
$43.9K
|
+$21.9K
|
+749
|
+95%
|
|
|
87
|
|
$28.4K
|
+$29.1K
|
+998
|
+99,800%
|
|
|
88
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$12K
|
-$15K
|
-515
|
-55%
|
|
|
89
|
Rockefeller Capital Management
New York
|
$8.71K
|
+$8.93K
|
+306
|
New
|
|
|
90
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$7.74K
|
-$817
|
-28
|
-9%
|
|
|
91
|
CoreCap Advisors
Southfield,
Michigan
|
$6.04K
|
–
|
–
|
–
|
|
|
92
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
$3.7K
|
+$3.79K
|
+130
|
New
|
|
|
93
|
WealthShield Partners
Cary,
North Carolina
|
$1.76K
|
–
|
–
|
–
|
|
|
94
|
AssetMark Inc
Concord,
California
|
$655
|
–
|
–
|
–
|
|
|
95
|
Wells Fargo
San Francisco,
California
|
$41
|
-$1.84K
|
-63
|
-98%
|
|
|
96
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$51.7M
|
-1,792,926
|
Closed
|
|
|
97
|
Uniting Wealth Partners
Mission,
Kansas
|
–
|
-$13.8M
|
-479,114
|
Closed
|
|
|
98
|
BOK Financial
Tulsa,
Oklahoma
|
–
|
-$92.1K
|
-3,196
|
Closed
|
|
|
99
|
Principal Securities
Des Moines,
Iowa
|
–
|
-$24.5K
|
-849
|
Closed
|
|
|
100
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
–
|
-$10K
|
-350
|
Closed
|
|
