|
101
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$156K
|
–
|
–
|
–
|
|
|
102
|
Creative Planning
Overland Park,
Kansas
|
$133K
|
-$1.14K
|
-24
|
-0.8%
|
|
|
103
|
Global Retirement Partners
San Rafael,
California
|
$127K
|
+$127K
|
+2,680
|
New
|
|
|
104
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$71K
|
-$94.5K
|
-2,000
|
-57%
|
|
|
105
|
Community Bank
Dewitt,
New York
|
$66K
|
–
|
–
|
–
|
|
|
106
|
Geneos Wealth Management
Englewood,
Colorado
|
$60K
|
+$14.9K
|
+315
|
+33%
|
|
|
107
|
Whittier Trust
South Pasadena,
California
|
$59K
|
-$8.27K
|
-175
|
-12%
|
|
|
108
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$55K
|
+$54.2K
|
+1,147
|
New
|
|
|
109
|
Raffa Wealth Management
Washington,
District of Columbia
|
$47.5K
|
–
|
–
|
–
|
|
|
110
|
Apriem Advisors
Irvine,
California
|
$26K
|
+$26K
|
+550
|
New
|
|
|
111
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$20.4K
|
–
|
–
|
–
|
|
|
112
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$19K
|
+$18.8K
|
+397
|
New
|
|
|
113
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$18K
|
-$47.3K
|
-1,000
|
-72%
|
|
|
114
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$17K
|
–
|
–
|
–
|
|
|
115
|
Gemmer Asset Management
Walnut Creek,
California
|
$15K
|
+$15K
|
+318
|
New
|
|
|
116
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$12K
|
+$11.8K
|
+250
|
New
|
|
|
117
|
Royal Fund Management
Lady Lake,
Florida
|
$7K
|
+$7K
|
+148
|
New
|
|
|
118
|
AllSquare Wealth Management
Albany,
New York
|
$6K
|
+$5.77K
|
+122
|
New
|
|
|
119
|
IHT Wealth Management
Chicago,
Illinois
|
$6K
|
+$5.81K
|
+123
|
New
|
|
|
120
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$5K
|
+$4.73K
|
+100
|
New
|
|
|
121
|
AssetMark Inc
Concord,
California
|
$5K
|
+$5.01K
|
+106
|
New
|
|
|
122
|
US Bancorp
Minneapolis,
Minnesota
|
$2K
|
-$851
|
-18
|
-31%
|
|
|
123
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$1K
|
–
|
–
|
–
|
|
|
124
|
|
–
|
-$5.17M
|
-109,405
|
Closed
|
|
|
125
|
Hutchens Investment Management
Concord,
New Hampshire
|
–
|
-$958K
|
-20,275
|
Closed
|
|
