|
101
|
Provident Wealth Management
Brentwood,
Tennessee
|
$65K
|
–
|
–
|
–
|
|
|
102
|
Pacific Center for Financial Services
San Ramon,
California
|
$61K
|
-$26.8K
|
-708
|
-30%
|
|
|
103
|
Private Ocean
San Rafael,
California
|
$45K
|
+$46.4K
|
+1,225
|
New
|
|
|
104
|
Front Row Advisors
Tiburon,
California
|
$40K
|
–
|
–
|
–
|
|
|
105
|
Penserra Capital Management
Orinda,
California
|
$37K
|
+$38.8K
|
+1,024
|
New
|
|
|
106
|
Strategic Asset Management
Rochester,
Minnesota
|
$34K
|
+$34.1K
|
+900
|
New
|
|
|
107
|
Fidelity Investments
Boston,
Massachusetts
|
$28K
|
-$8.53K
|
-225
|
-23%
|
|
|
108
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$27K
|
+$38
|
+1
|
+0.1%
|
|
|
109
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$25K
|
-$4.4K
|
-116
|
-14%
|
|
|
110
|
Kowal Investment Group
Brookfield,
Wisconsin
|
$22K
|
+$22K
|
+581
|
New
|
|
|
111
|
Dividend Assets Capital
Ridgeland,
South Carolina
|
$20K
|
+$20.2K
|
+533
|
New
|
|
|
112
|
Allworth Financial
Folsom,
California
|
$20K
|
+$20.7K
|
+545
|
New
|
|
|
113
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$16K
|
–
|
–
|
–
|
|
|
114
|
Bison Wealth
Atlanta,
Georgia
|
$14K
|
–
|
–
|
–
|
|
|
115
|
Clearstead Advisors
Cleveland,
Ohio
|
$14K
|
+$14.4K
|
+381
|
New
|
|
|
116
|
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
|
$10K
|
–
|
–
|
–
|
|
|
117
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$6K
|
+$5.8K
|
+153
|
+546%
|
|
|
118
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$5K
|
–
|
–
|
–
|
|
|
119
|
First Bank & Trust
Brookings,
South Dakota
|
$5K
|
+$5K
|
+132
|
New
|
|
|
120
|
PSI Advisors
Tampa,
Florida
|
$4K
|
+$4.55K
|
+120
|
New
|
|
|
121
|
CX Institutional
Auburn,
Indiana
|
$2K
|
-$4.51K
|
-119
|
-66%
|
|
|
122
|
Rockefeller Capital Management
New York
|
$2K
|
–
|
–
|
–
|
|
|
123
|
Wealth Quarterback
Toms River,
New Jersey
|
$2K
|
+$38
|
+1
|
+3%
|
|
|
124
|
Running Point Capital Advisors
El Segundo,
California
|
$1K
|
–
|
–
|
–
|
|
|
125
|
Focus Financial Network
Minneapolis,
Minnesota
|
–
|
-$1M
|
-26,387
|
Closed
|
|
