|
101
|
Caldwell Trust
Venice,
Florida
|
$14.7K
|
–
|
–
|
–
|
|
|
102
|
Lindbrook Capital
Calabasas,
California
|
$12.6K
|
–
|
–
|
–
|
|
|
103
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$12.1K
|
+$11.6K
|
+1,650
|
New
|
|
|
104
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$11.9K
|
+$11.4K
|
+1,624
|
New
|
|
|
105
|
|
$8.33K
|
-$56
|
-8
|
-0.7%
|
|
|
106
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$8K
|
+$3.02K
|
+430
|
+68%
|
|
|
107
|
Chesapeake Asset Management
New York
|
$6.9K
|
+$3.1K
|
+441
|
+88%
|
|
|
108
|
RFP Financial Group
Atlanta,
Georgia
|
$6.23K
|
–
|
–
|
–
|
|
|
109
|
First United Bank & Trust
Oakland,
Maryland
|
$5.13K
|
+$4.92K
|
+700
|
New
|
|
|
110
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$4.99K
|
+$1.12K
|
+160
|
+31%
|
|
|
111
|
Coppell Advisory Solutions
Coppell,
Texas
|
$3.73K
|
+$3.58K
|
+509
|
New
|
|
|
112
|
Baystate Wealth Management
Boston,
Massachusetts
|
$2.23K
|
+$2.13K
|
+303
|
New
|
|
|
113
|
Harbour Investments
Madison,
Wisconsin
|
$2.2K
|
+$2.11K
|
+300
|
New
|
|
|
114
|
Stephens Consulting
Flint,
Michigan
|
$1.91K
|
–
|
–
|
–
|
|
|
115
|
Barclays
London,
United Kingdom
|
$1.35K
|
–
|
–
|
–
|
|
|
116
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$345
|
–
|
–
|
–
|
|
|
117
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$337
|
+$323
|
+46
|
New
|
|
|
118
|
Woodline Partners
San Francisco,
California
|
–
|
-$5.95M
|
-855,006
|
Closed
|
|
|
119
|
Atlas Wealth
Cincinnati,
Ohio
|
–
|
-$2.18M
|
-313,327
|
Closed
|
|
|
120
|
Weiss Asset Management
Boston,
Massachusetts
|
–
|
-$1.54M
|
-220,965
|
Closed
|
|
|
121
|
Alpine Global Management
New York
|
–
|
-$1.01M
|
-145,098
|
Closed
|
|
|
122
|
Eudaimonia Partners
Winchester,
Tennessee
|
–
|
-$412K
|
-59,148
|
Closed
|
|
|
123
|
Hilltop Holdings
Dallas,
Texas
|
–
|
-$245K
|
-35,150
|
Closed
|
|
|
124
|
|
–
|
-$178K
|
-25,581
|
Closed
|
|
|
125
|
Avidian Wealth Enterprises
Houston,
Texas
|
–
|
-$267K
|
-25,000
|
Closed
|
|
