|
101
|
Evercore Wealth Management
New York
|
$37K
|
–
|
–
|
–
|
|
|
102
|
Gemmer Asset Management
Walnut Creek,
California
|
$34K
|
–
|
–
|
–
|
|
|
103
|
MV Capital Management
Bethesda,
Maryland
|
$33K
|
–
|
–
|
–
|
|
|
104
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$31K
|
–
|
–
|
–
|
|
|
105
|
Winfield Associates
Cleveland,
Ohio
|
$28K
|
–
|
–
|
–
|
|
|
106
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$26K
|
-$12.7K
|
-196
|
-33%
|
|
|
107
|
Barrett Asset Management
New York
|
$26K
|
–
|
–
|
–
|
|
|
108
|
Blue Granite Capital
Charleston,
South Carolina
|
$16K
|
–
|
–
|
–
|
|
|
109
|
Global Retirement Partners
San Rafael,
California
|
$13K
|
-$12.3K
|
-190
|
-48%
|
|
|
110
|
Duncker Streett & Co
St. Louis,
Missouri
|
$13K
|
–
|
–
|
–
|
|
|
111
|
WESPAC Advisors SoCal
Pasadena,
California
|
$13K
|
–
|
–
|
–
|
|
|
112
|
Creative Planning
Overland Park,
Kansas
|
$12K
|
-$11K
|
-170
|
-49%
|
|
|
113
|
Bray Capital Advisors
Naples,
Florida
|
$11K
|
–
|
–
|
–
|
|
|
114
|
Allworth Financial
Folsom,
California
|
$8K
|
–
|
–
|
–
|
|
|
115
|
Gradient Investments
Arden Hills,
Minnesota
|
$7K
|
–
|
–
|
–
|
|
|
116
|
WhitTier Trust Company
Reno,
Nevada
|
$7K
|
–
|
–
|
–
|
|
|
117
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$7K
|
+$6.46K
|
+100
|
New
|
|
|
118
|
Hartford Financial Management
Hartford,
Connecticut
|
$7K
|
+$7.49K
|
+116
|
New
|
|
|
119
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$6K
|
–
|
–
|
–
|
|
|
120
|
NewEdge Advisors
New Orleans,
Louisiana
|
$3.84K
|
+$3.74K
|
+58
|
New
|
|
|
121
|
Vantage Investment Advisors
State College,
Pennsylvania
|
$3K
|
+$2.58K
|
+40
|
New
|
|
|
122
|
Crosspoint Capital Strategies
Orinda,
California
|
$3K
|
+$2.97K
|
+46
|
New
|
|
|
123
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
124
|
AssetMark Inc
Concord,
California
|
–
|
-$54.9M
|
-850,370
|
-100%
|
|
|
125
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
–
|
-$11.3M
|
-179,566
|
Closed
|
|
