|
101
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$21K
|
+$20.5K
|
+420
|
New
|
|
|
102
|
Asset Dedication LLC
San Francisco,
California
|
$16K
|
–
|
–
|
–
|
|
|
103
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$16K
|
–
|
–
|
–
|
|
|
104
|
Gradient Investments
Arden Hills,
Minnesota
|
$15K
|
–
|
–
|
–
|
|
|
105
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$14K
|
-$15K
|
-308
|
-52%
|
|
|
106
|
Golden State Wealth Management
Santa Ana,
California
|
$10K
|
–
|
–
|
–
|
|
|
107
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$9.1K
|
–
|
–
|
–
|
|
|
108
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$9K
|
-$4.1M
|
-84,064
|
-100%
|
|
|
109
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$9K
|
+$8.97K
|
+184
|
New
|
|
|
110
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$5K
|
–
|
–
|
–
|
|
|
111
|
Meeder Asset Management
Dublin,
Ohio
|
$5K
|
+$4.88K
|
+100
|
New
|
|
|
112
|
Parallel Advisors
San Francisco,
California
|
$4K
|
–
|
–
|
–
|
|
|
113
|
Central Trust Company
Jefferson City,
Missouri
|
$3K
|
–
|
–
|
–
|
|
|
114
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$3K
|
–
|
–
|
–
|
|
|
115
|
WhitTier Trust Company
Reno,
Nevada
|
$3K
|
–
|
–
|
–
|
|
|
116
|
Steward Partners Investment Advisory
New York
|
$1K
|
–
|
–
|
–
|
|
|
117
|
Intelligence Driven Advisers
Carlsbad,
California
|
–
|
-$244K
|
-5,024
|
Closed
|
|
|
118
|
Bridgeworth
Birmingham,
Alabama
|
–
|
-$206K
|
-4,248
|
Closed
|
|
|
119
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
–
|
-$88.5K
|
-1,824
|
Closed
|
|
|
120
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
–
|
-$86K
|
-1,776
|
Closed
|
|
|
121
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
–
|
-$33K
|
-684
|
Closed
|
|
|
122
|
Whittier Trust
South Pasadena,
California
|
–
|
-$26K
|
-540
|
Closed
|
|
|
123
|
Valeo Financial Advisors
Carmel,
Indiana
|
–
|
-$19K
|
-400
|
Closed
|
|
|
124
|
Manchester Financial
Westlake Village,
California
|
–
|
-$18K
|
-376
|
Closed
|
|
