|
101
|
Asset Dedication LLC
San Francisco,
California
|
$30K
|
–
|
–
|
–
|
|
|
102
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$30K
|
–
|
–
|
–
|
|
|
103
|
US Bancorp
Minneapolis,
Minnesota
|
$30K
|
–
|
–
|
–
|
|
|
104
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$29K
|
–
|
–
|
–
|
|
|
105
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$23K
|
+$20.9K
|
+1,819
|
New
|
|
|
106
|
Parallel Advisors
San Francisco,
California
|
$22K
|
+$21K
|
+1,829
|
New
|
|
|
107
|
Pacific Center for Financial Services
San Ramon,
California
|
$21K
|
–
|
–
|
–
|
|
|
108
|
American Portfolios Advisors
Holbrook,
New York
|
$18.2K
|
–
|
–
|
–
|
|
|
109
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$15K
|
-$13.7K
|
-1,192
|
-49%
|
|
|
110
|
Human Investing
Lake Oswego,
Oregon
|
$14K
|
–
|
–
|
–
|
|
|
111
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$13K
|
–
|
–
|
–
|
|
|
112
|
Center for Financial Planning
Southfied,
Michigan
|
$12K
|
–
|
–
|
–
|
|
|
113
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$12K
|
–
|
–
|
–
|
|
|
114
|
TCI Wealth Advisors
Tucson,
Arizona
|
$12K
|
–
|
–
|
–
|
|
|
115
|
Cascade Investment Advisors
Oregon City,
Oregon
|
$10.4K
|
–
|
–
|
–
|
|
|
116
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$9K
|
–
|
–
|
–
|
|
|
117
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$9K
|
–
|
–
|
–
|
|
|
118
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$8K
|
–
|
–
|
–
|
|
|
119
|
Edge Wealth Management
New York
|
$7K
|
–
|
–
|
–
|
|
|
120
|
North Star Investment Management
Chicago,
Illinois
|
$5K
|
–
|
–
|
–
|
|
|
121
|
Focused Wealth Management
Newburgh,
New York
|
$4K
|
+$3.44K
|
+300
|
New
|
|
|
122
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$3.36K
|
–
|
–
|
–
|
|
|
123
|
Bartlett & Co
Cincinnati,
Ohio
|
$3K
|
–
|
–
|
–
|
|
|
124
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$1K
|
–
|
–
|
–
|
|
|
125
|
Karpus Investment Management
Pittsford,
New York
|
–
|
-$6.9M
|
-706,684
|
Closed
|
|
