|
101
|
AllSquare Wealth Management
Albany,
New York
|
$5.87K
|
–
|
–
|
–
|
|
|
102
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$3K
|
–
|
–
|
–
|
|
|
103
|
Global Retirement Partners
San Rafael,
California
|
$2.75K
|
+$2.56K
|
+22
|
New
|
|
|
104
|
Caldwell Sutter Capital
Sausalito,
California
|
$2.25K
|
–
|
–
|
–
|
|
|
105
|
AE Wealth Management
Topeka,
Kansas
|
$2.12K
|
–
|
–
|
–
|
|
|
106
|
Asset Dedication LLC
San Francisco,
California
|
$1.5K
|
–
|
–
|
–
|
|
|
107
|
Parallel Advisors
San Francisco,
California
|
$1.32K
|
+$1.28K
|
+11
|
New
|
|
|
108
|
CVA Family Office
Denver,
Colorado
|
$1K
|
+$931
|
+8
|
New
|
|
|
109
|
Allworth Financial
Folsom,
California
|
$874
|
-$582
|
-5
|
-42%
|
|
|
110
|
Wolff Wiese Magana
Carslbad,
California
|
$625
|
+$582
|
+5
|
New
|
|
|
111
|
Huntington National Bank
Columbus,
Ohio
|
$125
|
–
|
–
|
–
|
|
|
112
|
Redwood Park Advisors
Redwood City,
California
|
$125
|
–
|
–
|
–
|
|
|
113
|
Farther Finance Advisors
San Francisco,
California
|
$107
|
–
|
–
|
–
|
|
|
114
|
Citadel Advisors
Miami,
Florida
|
–
|
-$1.1M
|
-9,620
|
Closed
|
|
|
115
|
|
–
|
-$390K
|
-3,416
|
Closed
|
|
|
116
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
–
|
-$276K
|
-2,417
|
Closed
|
|
|
117
|
Marshall Investment Management
Littleton,
Colorado
|
–
|
-$52.3K
|
-458
|
Closed
|
|
|
118
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
–
|
-$35.4K
|
-310
|
Closed
|
|
|
119
|
Mattson Financial Services
Kentwood,
Michigan
|
–
|
-$8.79K
|
-77
|
Closed
|
|
|
120
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
–
|
-$4.45K
|
-39
|
Closed
|
|
|
121
|
Global Financial Private Client
Sarasota,
Florida
|
–
|
-$1.03K
|
-9
|
Closed
|
|
