|
326
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$6.9K
|
+$7.03K
|
+139
|
New
|
|
|
327
|
Key Financial Inc
West Chester,
Pennsylvania
|
$6.7K
|
–
|
–
|
–
|
|
|
328
|
Spectrum Wealth Counsel
Indianapolis,
Indiana
|
$6.7K
|
–
|
–
|
–
|
|
|
329
|
Oakworth Capital
Birmingham,
Alabama
|
$6.5K
|
–
|
–
|
–
|
|
|
330
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$5.85K
|
+$5.97K
|
+118
|
New
|
|
|
331
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$5.51K
|
–
|
–
|
–
|
|
|
332
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$4.96K
|
–
|
–
|
–
|
|
|
333
|
Tortoise Investment Management
White Plains,
New York
|
$4.96K
|
–
|
–
|
–
|
|
|
334
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$4K
|
–
|
–
|
–
|
|
|
335
|
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
|
$2.88K
|
–
|
–
|
–
|
|
|
336
|
PFG Private Wealth Management
Lutz,
Florida
|
$2.88K
|
+$2.93K
|
+58
|
New
|
|
|
337
|
Lindbrook Capital
Calabasas,
California
|
$2.48K
|
–
|
–
|
–
|
|
|
338
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$2.38K
|
–
|
–
|
–
|
|
|
339
|
Spire Wealth Management
Mclean,
Virginia
|
$869
|
-$78.1K
|
-1,544
|
-99%
|
|
|
340
|
Caldwell Sutter Capital
Sausalito,
California
|
$595
|
–
|
–
|
–
|
|
|
341
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$595
|
+$607
|
+12
|
New
|
|
|
342
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$549
|
+$556
|
+11
|
New
|
|
|
343
|
Innovative Advisory Group
Lexington,
Massachusetts
|
$298
|
–
|
–
|
–
|
|
|
344
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$198
|
+$202
|
+4
|
New
|
|
|
345
|
GHP Investment Advisors
Denver,
Colorado
|
$100
|
+$101
|
+2
|
New
|
|
|
346
|
UBS Group
Zurich,
Switzerland
|
$50
|
-$135K
|
-2,662
|
-100%
|
|
|
347
|
Central Trust Company
Jefferson City,
Missouri
|
$23
|
–
|
–
|
–
|
|
|
348
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
–
|
-$44.2M
|
-884,143
|
Closed
|
|
|
349
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
–
|
-$2.1M
|
-41,042
|
Closed
|
|
|
350
|
Optivise Advisory Services
Franklin,
Tennessee
|
–
|
-$1.7M
|
-34,137
|
Closed
|
|
