|
101
|
Tortoise Investment Management
White Plains,
New York
|
$25K
|
–
|
–
|
–
|
|
|
102
|
Regions Financial Corp
Birmingham,
Alabama
|
$21K
|
–
|
–
|
–
|
|
|
103
|
US Bancorp
Minneapolis,
Minnesota
|
$19K
|
+$19K
|
+383
|
New
|
|
|
104
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$17K
|
–
|
–
|
–
|
|
|
105
|
Fidelity Investments
Boston,
Massachusetts
|
$17K
|
+$16.4K
|
+330
|
+33,000%
|
|
|
106
|
North Star Investment Management
Chicago,
Illinois
|
$15K
|
–
|
–
|
–
|
|
|
107
|
|
$12K
|
–
|
–
|
–
|
|
|
108
|
IFP Advisors
Tampa,
Florida
|
$11K
|
-$562K
|
-11,316
|
-98%
|
|
|
109
|
Advisory Services Network
Atlanta,
Georgia
|
$11K
|
–
|
–
|
–
|
|
|
110
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$11K
|
–
|
–
|
–
|
|
|
111
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$11K
|
–
|
–
|
–
|
|
|
112
|
Golden State Wealth Management
Santa Ana,
California
|
$11K
|
+$10.6K
|
+214
|
New
|
|
|
113
|
Asset Dedication LLC
San Francisco,
California
|
$10K
|
–
|
–
|
–
|
|
|
114
|
Geneos Wealth Management
Englewood,
Colorado
|
$10K
|
–
|
–
|
–
|
|
|
115
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$10K
|
–
|
–
|
–
|
|
|
116
|
Cascade Investment Advisors
Oregon City,
Oregon
|
$9.11K
|
–
|
–
|
–
|
|
|
117
|
American Portfolios Advisors
Holbrook,
New York
|
$7.59K
|
-$17.2K
|
-346
|
-70%
|
|
|
118
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$7K
|
+$298
|
+6
|
+4%
|
|
|
119
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$7K
|
+$7.11K
|
+143
|
New
|
|
|
120
|
|
$5.06K
|
–
|
–
|
–
|
|
|
121
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$5K
|
–
|
–
|
–
|
|
|
122
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$2K
|
-$2.73K
|
-55
|
-50%
|
|
|
123
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$1K
|
–
|
–
|
–
|
|
|
124
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$1K
|
+$1.24K
|
+25
|
New
|
|
|
125
|
Claybrook Capital
Wellesley,
Massachusetts
|
–
|
-$1.56M
|
-33,419
|
Closed
|
|
