|
101
|
GS Investments
Minneapolis,
Minnesota
|
$22K
|
–
|
–
|
–
|
|
|
102
|
Reilly Financial Advisors
La Mesa,
California
|
$18K
|
–
|
–
|
–
|
|
|
103
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$18K
|
+$17.7K
|
+1,080
|
New
|
|
|
104
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$17K
|
+$16.4K
|
+1,000
|
New
|
|
|
105
|
Eaton Vance Management
Boston,
Massachusetts
|
$16K
|
+$16.2K
|
+990
|
New
|
|
|
106
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$14K
|
+$14.1K
|
+858
|
New
|
|
|
107
|
West Branch Capital
Amherst,
Massachusetts
|
$9K
|
–
|
–
|
–
|
|
|
108
|
Highlander Capital Management
Short Hills,
New Jersey
|
$8K
|
–
|
–
|
–
|
|
|
109
|
AllSquare Wealth Management
Albany,
New York
|
$6K
|
–
|
–
|
–
|
|
|
110
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$6K
|
–
|
–
|
–
|
|
|
111
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$6K
|
–
|
–
|
–
|
|
|
112
|
Next Financial Group
Houston,
Texas
|
$5K
|
–
|
–
|
–
|
|
|
113
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$4K
|
+$4.4K
|
+268
|
New
|
|
|
114
|
Whittier Trust
South Pasadena,
California
|
$3K
|
–
|
–
|
–
|
|
|
115
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3K
|
+$3.28K
|
+200
|
New
|
|
|
116
|
Northern Trust
Chicago,
Illinois
|
$2K
|
+$8.21K
|
+500
|
+5%
|
|
|
117
|
Kestra Advisory Services
Austin,
Texas
|
–
|
-$8.08M
|
-487,725
|
Closed
|
|
|
118
|
|
–
|
-$347K
|
-20,975
|
Closed
|
|
|
119
|
Hilltop Holdings
Dallas,
Texas
|
–
|
-$187K
|
-11,289
|
Closed
|
|
|
120
|
Cetera Advisors
Denver,
Colorado
|
–
|
-$170K
|
-10,252
|
Closed
|
|
|
121
|
Cordasco Financial Network
Naples,
Florida
|
–
|
-$145K
|
-8,735
|
Closed
|
|
|
122
|
|
–
|
-$48K
|
-2,878
|
Closed
|
|
|
123
|
CX Institutional
Auburn,
Indiana
|
–
|
-$38K
|
-2,274
|
Closed
|
|
|
124
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
–
|
-$4K
|
-294
|
Closed
|
|
|
125
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
+$16
|
+1
|
New
|
|
