|
101
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$23K
|
+$22.5K
|
+1,020
|
New
|
|
|
102
|
Anchor Investment Management
Columbia,
South Carolina
|
$22.7K
|
+$22.1K
|
+1,000
|
New
|
|
|
103
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$18K
|
–
|
–
|
–
|
|
|
104
|
First Horizon Advisors
Memphis,
Tennessee
|
$14K
|
–
|
–
|
–
|
|
|
105
|
TimeScale Financial
Danvers,
Massachusetts
|
$14K
|
+$13.2K
|
+600
|
New
|
|
|
106
|
Larson Financial Group
St Louis,
Missouri
|
$13K
|
+$12.7K
|
+575
|
New
|
|
|
107
|
Tradition Wealth Management
Edina,
Minnesota
|
$11K
|
–
|
–
|
–
|
|
|
108
|
Raleigh Capital Management
Cary,
North Carolina
|
$11K
|
+$11K
|
+500
|
New
|
|
|
109
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$9K
|
–
|
–
|
–
|
|
|
110
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$5K
|
+$4.99K
|
+226
|
New
|
|
|
111
|
Caldwell Trust
Venice,
Florida
|
$2.39K
|
–
|
–
|
–
|
|
|
112
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$2K
|
+$2.21K
|
+100
|
New
|
|
|
113
|
Karpus Investment Management
Pittsford,
New York
|
–
|
-$3.37M
|
-158,293
|
Closed
|
|
|
114
|
City of London Investment Management
London,
United Kingdom
|
–
|
-$949K
|
-44,616
|
Closed
|
|
|
115
|
Formidable Asset Management
Cincinnati,
Ohio
|
–
|
-$688K
|
-32,351
|
Closed
|
|
|
116
|
|
–
|
-$613K
|
-28,807
|
Closed
|
|
|
117
|
Laidlaw Wealth Management
New York City,
New York
|
–
|
-$602K
|
-28,310
|
Closed
|
|
|
118
|
Financial Advocates Investment Management
Olympia,
Washington
|
–
|
-$225K
|
-10,575
|
Closed
|
|
|
119
|
CreativeOne Wealth
Overland Park,
Kansas
|
–
|
-$210K
|
-9,870
|
Closed
|
|
|
120
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
–
|
-$33K
|
-1,558
|
Closed
|
|
|
121
|
Private Capital Group
West Hartford,
Connecticut
|
–
|
-$18K
|
-849
|
Closed
|
|
|
122
|
|
–
|
-$10K
|
-500
|
Closed
|
|
