|
101
|
Central Trust Company
Jefferson City,
Missouri
|
$45K
|
+$45.1K
|
+1,500
|
New
|
|
|
102
|
MGO One Seven
Beachwood,
Ohio
|
$33K
|
+$33K
|
+1,098
|
New
|
|
|
103
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$30K
|
+$30.1K
|
+1,000
|
New
|
|
|
104
|
Oak Point Wealth Management
Portage,
Michigan
|
$29K
|
+$29.4K
|
+979
|
New
|
|
|
105
|
SEI Investments
Oaks,
Pennsylvania
|
$18K
|
+$18K
|
+599
|
New
|
|
|
106
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$15K
|
–
|
–
|
–
|
|
|
107
|
Bogart Wealth LLC
Mclean,
Virginia
|
$11K
|
–
|
–
|
–
|
|
|
108
|
Reilly Financial Advisors
La Mesa,
California
|
$10K
|
-$5.14K
|
-171
|
-33%
|
|
|
109
|
Mainstay Capital Management
Grand Blanc,
Michigan
|
$10K
|
+$10.3K
|
+344
|
New
|
|
|
110
|
WealthShield
Cary,
North Carolina
|
$9K
|
+$8.93K
|
+297
|
New
|
|
|
111
|
WealthShield Partners
Cary,
North Carolina
|
$9K
|
+$8.93K
|
+297
|
New
|
|
|
112
|
AssetMark Inc
Concord,
California
|
$7K
|
-$15.9M
|
-529,842
|
-100%
|
|
|
113
|
Global Retirement Partners
San Rafael,
California
|
$7K
|
+$6.83K
|
+227
|
New
|
|
|
114
|
Horan Securities
Cincinnati,
United States
|
$4K
|
–
|
–
|
–
|
|
|
115
|
Advisors Asset Management
Monument,
Colorado
|
$3K
|
–
|
–
|
–
|
|
|
116
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$1K
|
+$992
|
+33
|
New
|
|
|
117
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
-$7.08M
|
-233,683
|
Closed
|
|
|
118
|
RWA Wealth Partners
Newton,
Massachusetts
|
–
|
-$5.22M
|
-172,274
|
Closed
|
|
|
119
|
BTS Asset Management
Lincoln,
Massachusetts
|
–
|
-$3.85M
|
-125,439
|
Closed
|
|
|
120
|
Value Monitoring
Menlo Park,
California
|
–
|
-$3.25M
|
-107,330
|
Closed
|
|
|
121
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
–
|
-$3.13M
|
-106,460
|
Closed
|
|
|
122
|
National Planning Corporation
El Segundo,
California
|
–
|
-$1.86M
|
-61,324
|
Closed
|
|
|
123
|
US Bancorp
Minneapolis,
Minnesota
|
–
|
-$25K
|
-826
|
Closed
|
|
|
124
|
Risk Paradigm Group
Austin,
Texas
|
–
|
-$15.2K
|
-501
|
Closed
|
|
|
125
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
–
|
-$10.3K
|
-340
|
Closed
|
|
