|
101
|
Whittier Trust
South Pasadena,
California
|
$80K
|
–
|
–
|
–
|
|
|
102
|
SeaCrest Wealth Management
Purchase,
New York
|
$67K
|
-$3.06K
|
-100
|
-4%
|
|
|
103
|
Aviance Capital Management
Sarasota,
Florida
|
$66K
|
-$7.18K
|
-235
|
-10%
|
|
|
104
|
Global Retirement Partners
San Rafael,
California
|
$64K
|
–
|
–
|
–
|
|
|
105
|
Citizens Financial Group
Providence,
Rhode Island
|
$60K
|
–
|
–
|
–
|
|
|
106
|
Edge Wealth Management
New York
|
$60K
|
–
|
–
|
–
|
|
|
107
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$60K
|
+$58.1K
|
+1,900
|
+2,000%
|
|
|
108
|
Westside Investment Management
Santa Monica,
California
|
$54.6K
|
+$3.09K
|
+101
|
+6%
|
|
|
109
|
|
$45K
|
–
|
–
|
–
|
|
|
110
|
Pacific Center for Financial Services
San Ramon,
California
|
$41K
|
–
|
–
|
–
|
|
|
111
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$38K
|
–
|
–
|
–
|
|
|
112
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$38K
|
–
|
–
|
–
|
|
|
113
|
Focused Wealth Management
Newburgh,
New York
|
$36K
|
–
|
–
|
–
|
|
|
114
|
New Capital Management
Houston,
Texas
|
$36K
|
–
|
–
|
–
|
|
|
115
|
|
$34K
|
–
|
–
|
–
|
|
|
116
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$34K
|
+$61
|
+2
|
+0.2%
|
|
|
117
|
Parallel Advisors
San Francisco,
California
|
$33K
|
-$4.43K
|
-145
|
-12%
|
|
|
118
|
Manchester Capital Management
Manchester,
Vermont
|
$31K
|
–
|
–
|
–
|
|
|
119
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$30K
|
–
|
–
|
–
|
|
|
120
|
Geneos Wealth Management
Englewood,
Colorado
|
$29K
|
+$30.3K
|
+993
|
New
|
|
|
121
|
Asset Dedication LLC
San Francisco,
California
|
$28K
|
–
|
–
|
–
|
|
|
122
|
Steward Partners Investment Advisory
New York
|
$28K
|
+$21.8K
|
+715
|
+358%
|
|
|
123
|
|
$27K
|
-$31
|
-1
|
-0.1%
|
|
|
124
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$27K
|
–
|
–
|
–
|
|
|
125
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$24K
|
+$24.7K
|
+807
|
New
|
|
