|
201
|
Private Trust Company
Cleveland,
Ohio
|
$5.81K
|
–
|
–
|
–
|
|
|
202
|
Tidemark
San Diego,
California
|
$5.6K
|
–
|
–
|
–
|
|
|
203
|
Daiwa Securities Group
Tokyo,
Japan
|
$5K
|
–
|
–
|
–
|
|
|
204
|
Avior Wealth Management
Omaha,
Nebraska
|
$4.65K
|
-$5.33K
|
-228
|
-53%
|
|
|
205
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$4.65K
|
–
|
–
|
–
|
|
|
206
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$4.65K
|
–
|
–
|
–
|
|
|
207
|
NBC Securities
Birmingham,
Alabama
|
$4K
|
–
|
–
|
–
|
|
|
208
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$3.77K
|
-$2.1K
|
-90
|
-35%
|
|
|
209
|
Peoples Bank (Kansas)
Pratt,
Kansas
|
$3.37K
|
–
|
–
|
–
|
|
|
210
|
Financial Management Professionals
Austin,
Texas
|
$3K
|
–
|
–
|
–
|
|
|
211
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$2.99K
|
+$4.21K
|
+180
|
New
|
|
|
212
|
Gables Capital Management
Miami,
Florida
|
$2.63K
|
–
|
–
|
–
|
|
|
213
|
Spire Wealth Management
Mclean,
Virginia
|
$2.32K
|
+$281
|
+12
|
+14%
|
|
|
214
|
CGC Financial Services
Lake Oswego,
Oregon
|
$2.25K
|
+$70
|
+3
|
+3%
|
|
|
215
|
Fidelity Investments
Boston,
Massachusetts
|
$1.72K
|
+$1.68K
|
+72
|
+3,600%
|
|
|
216
|
Blue Trust Inc
Alpharetta,
Georgia
|
$1.38K
|
–
|
–
|
–
|
|
|
217
|
Rise Advisors
Rochester,
New York
|
$466
|
–
|
–
|
–
|
|
|
218
|
PSI Advisors
Tampa,
Florida
|
$279
|
+$281
|
+12
|
New
|
|
|
219
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$232
|
–
|
–
|
–
|
|
|
220
|
Systelligence LLC
Bloomington,
Minnesota
|
–
|
-$4.67M
|
-203,418
|
Closed
|
|
|
221
|
LGL Partners
Philadelphia,
Pennsylvania
|
–
|
-$3.94M
|
-171,402
|
Closed
|
|
|
222
|
Anfield Capital Management
Irvine,
California
|
–
|
-$1.18M
|
-51,446
|
Closed
|
|
|
223
|
RFG Advisory
Birmingham,
Alabama
|
–
|
-$871K
|
-37,930
|
Closed
|
|
|
224
|
NWAM LLC
Mercer Island,
Washington
|
–
|
-$611K
|
-26,179
|
Closed
|
|
|
225
|
Lincoln National Corp
Radnor,
Pennsylvania
|
–
|
-$601K
|
-26,153
|
Closed
|
|
