|
126
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$255K
|
+$229K
|
+13,200
|
New
|
|
|
127
|
FourThought Financial
Venice,
Florida
|
$252K
|
+$13.6K
|
+785
|
+6%
|
|
|
128
|
Occudo Quantitative Strategies
Fort Lauderdale,
Florida
|
$245K
|
+$221K
|
+12,723
|
New
|
|
|
129
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$213K
|
+$192K
|
+11,036
|
New
|
|
|
130
|
Shorepoint Capital Partners
Norwood,
Massachusetts
|
$212K
|
–
|
–
|
–
|
|
|
131
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$193K
|
–
|
–
|
–
|
|
|
132
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$193K
|
–
|
–
|
–
|
|
|
133
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$193K
|
–
|
–
|
–
|
|
|
134
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$192K
|
–
|
–
|
–
|
|
|
135
|
Tower Research Capital (TRC)
New York
|
$179K
|
+$29.2K
|
+1,677
|
+22%
|
|
|
136
|
|
$164K
|
–
|
–
|
–
|
|
|
137
|
First Mercantile Trust
Cordova,
Tennessee
|
$100K
|
-$6.31K
|
-363
|
-7%
|
|
|
138
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$90K
|
-$371K
|
-21,341
|
-82%
|
|
|
139
|
American Research & Management Company
Marion,
Massachusetts
|
$87K
|
–
|
–
|
–
|
|
|
140
|
Baystate Wealth Management
Boston,
Massachusetts
|
$81K
|
+$72.7K
|
+4,180
|
New
|
|
|
141
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$75K
|
+$67.8K
|
+3,899
|
New
|
|
|
142
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$42K
|
-$34.8K
|
-2,000
|
-48%
|
|
|
143
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$34K
|
+$30.4K
|
+1,749
|
New
|
|
|
144
|
Next Financial Group
Houston,
Texas
|
$19K
|
+$17.4K
|
+1,000
|
New
|
|
|
145
|
Nisa Investment Advisors
St. Louis,
Missouri
|
$19K
|
+$17.4K
|
+1,000
|
New
|
|
|
146
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$10K
|
–
|
–
|
–
|
|
|
147
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$4K
|
+$17
|
+1
|
+0.5%
|
|
|
148
|
Alpha DNA Investment Management
Columbia,
Maryland
|
$1K
|
+$1.39K
|
+80
|
New
|
|
|
149
|
One Fin Capital Management
San Francisco,
California
|
–
|
-$13.2M
|
-810,000
|
Closed
|
|
|
150
|
Endeavour Capital Advisors
Greenwich,
Connecticut
|
–
|
-$11.6M
|
-712,730
|
Closed
|
|
