|
101
|
Clearstead Advisors
Cleveland,
Ohio
|
$25K
|
–
|
–
|
–
|
|
|
102
|
SOA Wealth Advisors
New York
|
$23K
|
+$195
|
+18
|
+0.9%
|
|
|
103
|
Bessemer Group
Woodbridge,
New Jersey
|
$22K
|
–
|
–
|
–
|
|
|
104
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$17K
|
–
|
–
|
–
|
|
|
105
|
Piscataqua Savings Bank
Portsmouth,
New Hampshire
|
$16K
|
–
|
–
|
–
|
|
|
106
|
SignatureFD
Atlanta,
Georgia
|
$15K
|
+$303
|
+28
|
+2%
|
|
|
107
|
Accel Wealth Management
Waverly,
Iowa
|
$14K
|
–
|
–
|
–
|
|
|
108
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$11K
|
–
|
–
|
–
|
|
|
109
|
Focused Wealth Management
Newburgh,
New York
|
$9K
|
–
|
–
|
–
|
|
|
110
|
Geneos Wealth Management
Englewood,
Colorado
|
$8K
|
–
|
–
|
–
|
|
|
111
|
Huntington National Bank
Columbus,
Ohio
|
$8K
|
–
|
–
|
–
|
|
|
112
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$8K
|
+$162
|
+15
|
+2%
|
|
|
113
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$7K
|
–
|
–
|
–
|
|
|
114
|
Key Financial Inc
West Chester,
Pennsylvania
|
$5K
|
–
|
–
|
–
|
|
|
115
|
Harbour Investments
Madison,
Wisconsin
|
$3K
|
–
|
–
|
–
|
|
|
116
|
Private Capital Group
West Hartford,
Connecticut
|
$3K
|
–
|
–
|
–
|
|
|
117
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$2K
|
–
|
–
|
–
|
|
|
118
|
Allworth Financial
Folsom,
California
|
$2K
|
+$43
|
+4
|
+2%
|
|
|
119
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$1K
|
-$75.8K
|
-6,999
|
-99%
|
|
|
120
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$1.57M
|
-149,085
|
Closed
|
|
|
121
|
City of London Investment Management
London,
United Kingdom
|
–
|
-$1.14M
|
-110,078
|
Closed
|
|
|
122
|
AE Wealth Management
Topeka,
Kansas
|
–
|
-$179K
|
-17,385
|
Closed
|
|
|
123
|
Sowell Financial Services
North Little Rock,
Arkansas
|
–
|
-$185K
|
-17,198
|
Closed
|
|
|
124
|
Shaker Financial Services
Arlington,
Virginia
|
–
|
-$170K
|
-16,493
|
Closed
|
|
|
125
|
Spire Wealth Management
Mclean,
Virginia
|
–
|
-$141K
|
-13,845
|
Closed
|
|
