|
101
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$22K
|
–
|
–
|
–
|
|
|
102
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$17K
|
–
|
–
|
–
|
|
|
103
|
Steward Partners Investment Advisory
New York
|
$14K
|
–
|
–
|
–
|
|
|
104
|
Geneos Wealth Management
Englewood,
Colorado
|
$13K
|
–
|
–
|
–
|
|
|
105
|
Fidelity Investments
Boston,
Massachusetts
|
$10K
|
-$29.5K
|
-686
|
-75%
|
|
|
106
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$10K
|
+$3.53K
|
+82
|
+58%
|
|
|
107
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$9K
|
–
|
–
|
–
|
|
|
108
|
Keebeck Wealth Management
Chicago,
Illinois
|
$9K
|
+$9.39K
|
+218
|
New
|
|
|
109
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$8K
|
-$3.79K
|
-88
|
-34%
|
|
|
110
|
Gradient Investments
Arden Hills,
Minnesota
|
$7K
|
–
|
–
|
–
|
|
|
111
|
Procyon Advisors
Shelton,
Connecticut
|
$7K
|
+$6.29K
|
+146
|
New
|
|
|
112
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$5K
|
–
|
–
|
–
|
|
|
113
|
Rockefeller Capital Management
New York
|
$4K
|
+$3.36K
|
+78
|
New
|
|
|
114
|
American Portfolios Advisors
Holbrook,
New York
|
$3.32K
|
–
|
–
|
–
|
|
|
115
|
Total Investment Management
Scottsdale,
Arizona
|
–
|
-$36.7M
|
-998,283
|
Closed
|
|
|
116
|
Teamwork Financial Advisors
San Antonio,
Texas
|
–
|
-$771K
|
-20,938
|
Closed
|
|
|
117
|
Two Sigma Securities
New York
|
–
|
-$520K
|
-14,136
|
Closed
|
|
|
118
|
VisionPoint Advisory Group
Dallas,
Texas
|
–
|
-$444K
|
-12,077
|
Closed
|
|
|
119
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
–
|
-$396K
|
-11,242
|
Closed
|
|
|
120
|
ACG Wealth
Atlanta,
Georgia
|
–
|
-$365K
|
-9,928
|
Closed
|
|
|
121
|
M&T Bank
Buffalo,
New York
|
–
|
-$294K
|
-7,993
|
Closed
|
|
|
122
|
Ameritas Investment Company
Lincoln,
Nebraska
|
–
|
-$36K
|
-981
|
Closed
|
|
|
123
|
Central Trust Company
Jefferson City,
Missouri
|
–
|
-$21K
|
-571
|
Closed
|
|
|
124
|
Next Financial Group
Houston,
Texas
|
–
|
-$12K
|
-336
|
Closed
|
|
|
125
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$4K
|
-100
|
Closed
|
|
