|
101
|
Creative Financial Designs
Kokomo,
Indiana
|
$58K
|
–
|
–
|
–
|
|
|
102
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$58K
|
–
|
–
|
–
|
|
|
103
|
Halpern Financial
Ashburn,
Virginia
|
$57.1K
|
–
|
–
|
–
|
|
|
104
|
AssetMark Inc
Concord,
California
|
$51K
|
-$2.79K
|
-54
|
-5%
|
|
|
105
|
Holloway Wealth Management
Gainesville,
Florida
|
$49K
|
–
|
–
|
–
|
|
|
106
|
Huntington National Bank
Columbus,
Ohio
|
$42K
|
–
|
–
|
–
|
|
|
107
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$34K
|
–
|
–
|
–
|
|
|
108
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$33K
|
–
|
–
|
–
|
|
|
109
|
Global Retirement Partners
San Rafael,
California
|
$30K
|
–
|
–
|
–
|
|
|
110
|
Tucker Asset Management
Littleton,
Colorado
|
$28.1K
|
+$26.5K
|
+512
|
New
|
|
|
111
|
Eudaimonia Partners
Winchester,
Tennessee
|
$27K
|
–
|
–
|
–
|
|
|
112
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$26K
|
–
|
–
|
–
|
|
|
113
|
Clearview Wealth Advisors
Salem,
Oregon
|
$25K
|
+$23.1K
|
+447
|
New
|
|
|
114
|
Fortem Financial Group
Palm Desert,
California
|
$21K
|
+$19.6K
|
+379
|
New
|
|
|
115
|
Geneos Wealth Management
Englewood,
Colorado
|
$19K
|
–
|
–
|
–
|
|
|
116
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$19K
|
+$18K
|
+348
|
New
|
|
|
117
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$17K
|
–
|
–
|
–
|
|
|
118
|
Lebenthal Global Advisors
Hauppauge,
New York
|
$16K
|
+$15.5K
|
+300
|
New
|
|
|
119
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$14K
|
-$569
|
-11
|
-4%
|
|
|
120
|
Fidelity Investments
Boston,
Massachusetts
|
$13K
|
+$3.15K
|
+61
|
+34%
|
|
|
121
|
Gradient Investments
Arden Hills,
Minnesota
|
$7K
|
–
|
–
|
–
|
|
|
122
|
American Portfolios Advisors
Holbrook,
New York
|
$4.01K
|
–
|
–
|
–
|
|
|
123
|
Freestone Capital Holdings
Seattle,
Washington
|
$1.92K
|
–
|
–
|
–
|
|
|
124
|
Wintrust Investments
Chicago,
Illinois
|
–
|
-$2.5M
|
-53,485
|
Closed
|
|
|
125
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$765K
|
-16,395
|
Closed
|
|
