|
101
|
Asset Dedication LLC
San Francisco,
California
|
$19K
|
+$180
|
+7
|
+1%
|
|
|
102
|
Regions Financial Corp
Birmingham,
Alabama
|
$19K
|
+$18.5K
|
+720
|
New
|
|
|
103
|
Clarus Wealth Advisors
Peoria,
Arizona
|
$18K
|
+$180
|
+7
|
+1%
|
|
|
104
|
Squar Milner Financial Services
Irvine,
California
|
$16K
|
–
|
–
|
–
|
|
|
105
|
Advisornet Financial
Minnetonka,
Minnesota
|
$16K
|
+$15K
|
+582
|
New
|
|
|
106
|
Front Row Advisors
Tiburon,
California
|
$13K
|
–
|
–
|
–
|
|
|
107
|
SeaCrest Wealth Management
Purchase,
New York
|
$12K
|
–
|
–
|
–
|
|
|
108
|
Pacific Center for Financial Services
San Ramon,
California
|
$12K
|
+$103
|
+4
|
+0.9%
|
|
|
109
|
Elmwood Wealth Management
Berkeley,
California
|
$8K
|
-$2.14K
|
-83
|
-22%
|
|
|
110
|
Geneos Wealth Management
Englewood,
Colorado
|
$8K
|
+$7.72K
|
+300
|
New
|
|
|
111
|
|
$6K
|
+$6.08K
|
+236
|
New
|
|
|
112
|
Fidelity Investments
Boston,
Massachusetts
|
$6K
|
+$6.13K
|
+238
|
New
|
|
|
113
|
Whitener Capital Management
Rocky Mount,
North Carolina
|
$5K
|
+$592
|
+23
|
+13%
|
|
|
114
|
Strategic Wealth Partners
Independence,
Ohio
|
$5K
|
+$1.16K
|
+45
|
+36%
|
|
|
115
|
Cable Hill Partners
Portland,
Oregon
|
$3K
|
-$4.76K
|
-185
|
-61%
|
|
|
116
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$3K
|
–
|
–
|
–
|
|
|
117
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$3K
|
+$1.57K
|
+61
|
+94%
|
|
|
118
|
Sutton Wealth Advisors
Tampa,
Florida
|
$2.94K
|
-$283
|
-11
|
-9%
|
|
|
119
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$2K
|
+$2.01K
|
+78
|
New
|
|
|
120
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$1.2K
|
–
|
–
|
–
|
|
|
121
|
|
–
|
-$23.4M
|
-1,000,000
|
Closed
|
|
|
122
|
Anchor Capital Advisors
Boston,
Massachusetts
|
–
|
-$410K
|
-17,520
|
Closed
|
|
|
123
|
Steward Partners Investment Advisory
New York
|
–
|
-$289K
|
-12,356
|
Closed
|
|
|
124
|
|
–
|
-$225K
|
-9,621
|
Closed
|
|
|
125
|
Baker Ellis Asset Management
Vancouver,
Washington
|
–
|
-$103K
|
-4,400
|
Closed
|
|
