|
101
|
Principal Securities
Des Moines,
Iowa
|
$8.79K
|
–
|
–
|
–
|
|
|
102
|
AllSquare Wealth Management
Albany,
New York
|
$5.99K
|
–
|
–
|
–
|
|
|
103
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$3K
|
–
|
–
|
–
|
|
|
104
|
Global Retirement Partners
San Rafael,
California
|
$2.8K
|
–
|
–
|
–
|
|
|
105
|
Caldwell Sutter Capital
Sausalito,
California
|
$2.29K
|
–
|
–
|
–
|
|
|
106
|
AE Wealth Management
Topeka,
Kansas
|
$2.17K
|
–
|
–
|
–
|
|
|
107
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$1.91K
|
+$1.88K
|
+15
|
New
|
|
|
108
|
Asset Dedication LLC
San Francisco,
California
|
$1.53K
|
–
|
–
|
–
|
|
|
109
|
Parallel Advisors
San Francisco,
California
|
$1.35K
|
-$125
|
-1
|
-9%
|
|
|
110
|
Wolff Wiese Magana
Carslbad,
California
|
$1.15K
|
+$501
|
+4
|
+80%
|
|
|
111
|
CVA Family Office
Denver,
Colorado
|
$1.03K
|
–
|
–
|
–
|
|
|
112
|
Allworth Financial
Folsom,
California
|
$893
|
–
|
–
|
–
|
|
|
113
|
Whittier Trust
South Pasadena,
California
|
$402
|
+$376
|
+3
|
New
|
|
|
114
|
Financial Life Planners
Tempe,
Arizona
|
$259
|
+$250
|
+2
|
New
|
|
|
115
|
Redwood Park Advisors
Redwood City,
California
|
$128
|
–
|
–
|
–
|
|
|
116
|
Huntington National Bank
Columbus,
Ohio
|
$127
|
–
|
–
|
–
|
|
|
117
|
Farther Finance Advisors
San Francisco,
California
|
$109
|
–
|
–
|
–
|
|
|
118
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
–
|
-$272K
|
-2,180
|
Closed
|
|
|
119
|
Wood Tarver Financial Group
Boise,
Idaho
|
–
|
-$210K
|
-1,687
|
Closed
|
|
|
120
|
Stephens Consulting
Flint,
Michigan
|
–
|
-$192K
|
-1,542
|
Closed
|
|
|
121
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
–
|
-$111K
|
-886
|
Closed
|
|
|
122
|
Bristlecone Advisors
Bellevue,
Washington
|
–
|
-$60.8K
|
-487
|
Closed
|
|
|
123
|
Berkshire Money Management
Dalton,
Massachusetts
|
–
|
-$56.9K
|
-456
|
Closed
|
|
|
124
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
–
|
-$26.7K
|
-214
|
Closed
|
|
|
125
|
Glenmede Investment Management
Philadelphia,
Pennsylvania
|
–
|
-$11.5K
|
-92
|
Closed
|
|
