|
101
|
Allworth Financial
Folsom,
California
|
$7K
|
–
|
–
|
–
|
|
|
102
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$7K
|
–
|
–
|
–
|
|
|
103
|
Global Retirement Partners
San Rafael,
California
|
$6K
|
+$6.21K
|
+333
|
New
|
|
|
104
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$5K
|
–
|
–
|
–
|
|
|
105
|
Key Financial Inc
West Chester,
Pennsylvania
|
$3K
|
+$3.08K
|
+165
|
New
|
|
|
106
|
UBS Group
Zurich,
Switzerland
|
$1K
|
-$92K
|
-4,935
|
-99%
|
|
|
107
|
SignatureFD
Atlanta,
Georgia
|
$1K
|
-$5.74K
|
-308
|
-81%
|
|
|
108
|
WR Wealth Planners
Columbia,
Missouri
|
$250
|
+$242
|
+13
|
New
|
|
|
109
|
Silicon Valley Community Foundation
Mountain View,
California
|
–
|
-$31.2M
|
-1,720,143
|
Closed
|
|
|
110
|
Coulter & Justus Financial Services
Knoxville,
Tennessee
|
–
|
-$9.4M
|
-518,067
|
Closed
|
|
|
111
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
–
|
-$1.4M
|
-77,200
|
Closed
|
|
|
112
|
HBW Advisory Services
Simi Valley,
California
|
–
|
-$184K
|
-10,159
|
Closed
|
|
|
113
|
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
|
–
|
-$48K
|
-2,560
|
Closed
|
|
|
114
|
BNP Paribas Financial Markets
Paris,
France
|
–
|
-$20K
|
-1,102
|
Closed
|
|
|
115
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
–
|
-$6K
|
-331
|
Closed
|
|
|
116
|
Absolute Capital Management
Pittsburgh,
Pennsylvania
|
–
|
-$1.81K
|
-100
|
Closed
|
|
|
117
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
–
|
-$1K
|
-100
|
Closed
|
|
|
118
|
McDonald Partners
Cleveland,
Ohio
|
–
|
-$1.81K
|
-100
|
Closed
|
|
|
119
|
Private Ocean
San Rafael,
California
|
–
|
-$2K
|
-100
|
Closed
|
|
|
120
|
Spire Wealth Management
Mclean,
Virginia
|
–
|
-$1K
|
-57
|
Closed
|
|
|
121
|
CoreCap Advisors
Southfield,
Michigan
|
–
|
-$1K
|
-7
|
Closed
|
|
|
122
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
+$19
|
+1
|
New
|
|
