|
101
|
Washington Trust
Westerly,
Rhode Island
|
$11K
|
–
|
–
|
–
|
|
|
102
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$10K
|
+$10.2K
|
+237
|
New
|
|
|
103
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$9K
|
+$8.63K
|
+201
|
New
|
|
|
104
|
DB Wealth Management Group
San Diego,
California
|
$7K
|
–
|
–
|
–
|
|
|
105
|
Tucker Asset Management
Littleton,
Colorado
|
$6.75K
|
+$601
|
+14
|
+10%
|
|
|
106
|
Sterling Manor Financial
Saratoga Springs,
New York
|
–
|
-$6.55M
|
-156,418
|
Closed
|
|
|
107
|
Equitable Holdings
New York
|
–
|
-$988K
|
-23,574
|
Closed
|
|
|
108
|
Csenge Advisory Group
Clearwater,
Florida
|
–
|
-$855K
|
-20,309
|
Closed
|
|
|
109
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
–
|
-$789K
|
-18,817
|
Closed
|
|
|
110
|
Virtue Capital Management
Brentwood,
Tennessee
|
–
|
-$765K
|
-18,246
|
Closed
|
|
|
111
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
–
|
-$586K
|
-13,997
|
Closed
|
|
|
112
|
Strategy Asset Managers
Pasadena,
California
|
–
|
-$493K
|
-11,760
|
Closed
|
|
|
113
|
Calton & Associates
Tampa,
Florida
|
–
|
-$207K
|
-4,946
|
Closed
|
|
|
114
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
–
|
-$95K
|
-2,286
|
Closed
|
|
|
115
|
Accel Wealth Management
Waverly,
Iowa
|
–
|
-$18K
|
-425
|
Closed
|
|
|
116
|
Barclays
London,
United Kingdom
|
–
|
-$13K
|
-301
|
Closed
|
|
|
117
|
Geneos Wealth Management
Englewood,
Colorado
|
–
|
-$12K
|
-300
|
Closed
|
|
|
118
|
Quadrant Capital Group
Cincinnati,
Ohio
|
–
|
-$5K
|
-124
|
Closed
|
|
|
119
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
+$215
|
+5
|
New
|
|
