|
151
|
Capital Bank & Trust
Irvine,
California
|
$30K
|
–
|
–
|
–
|
|
|
152
|
SignatureFD
Atlanta,
Georgia
|
$27K
|
+$60
|
+2
|
+0.2%
|
|
|
153
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$25K
|
–
|
–
|
–
|
|
|
154
|
Optimum Investment Advisors
Chicago,
Illinois
|
$20K
|
–
|
–
|
–
|
|
|
155
|
Private Capital Group
West Hartford,
Connecticut
|
$17K
|
–
|
–
|
–
|
|
|
156
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$16K
|
–
|
–
|
–
|
|
|
157
|
Global Retirement Partners
San Rafael,
California
|
$15K
|
-$17.5K
|
-580
|
-53%
|
|
|
158
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$15K
|
–
|
–
|
–
|
|
|
159
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$15K
|
–
|
–
|
–
|
|
|
160
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$14K
|
–
|
–
|
–
|
|
|
161
|
Lee Financial
Dallas,
Texas
|
$13K
|
–
|
–
|
–
|
|
|
162
|
HM Payson & Co
Portland,
Maine
|
$12K
|
–
|
–
|
–
|
|
|
163
|
Anchor Investment Management
Columbia,
South Carolina
|
$12K
|
–
|
–
|
–
|
|
|
164
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$12K
|
–
|
–
|
–
|
|
|
165
|
Valeo Financial Advisors
Carmel,
Indiana
|
$9K
|
-$153K
|
-5,078
|
-94%
|
|
|
166
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$6K
|
+$5.73K
|
+190
|
New
|
|
|
167
|
Global Financial Private Capital
Sarasota,
Florida
|
$5K
|
–
|
–
|
–
|
|
|
168
|
Weaver Consulting Group
Huntington Beach,
California
|
$5K
|
–
|
–
|
–
|
|
|
169
|
Royal Fund Management
Lady Lake,
Florida
|
$3K
|
–
|
–
|
–
|
|
|
170
|
Tompkins Financial
Ithaca,
New York
|
$2K
|
–
|
–
|
–
|
|
|
171
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$1K
|
–
|
–
|
–
|
|
|
172
|
Strategic Wealth Partners
Independence,
Ohio
|
$13
|
+$14.2K
|
+469
|
New
|
|
|
173
|
Ameriprise
Minneapolis,
Minnesota
|
–
|
-$3.26M
|
-107,230
|
Closed
|
|
|
174
|
Formidable Asset Management
Cincinnati,
Ohio
|
–
|
-$533K
|
-17,327
|
Closed
|
|
|
175
|
FDx Advisors
Chicago,
Illinois
|
–
|
-$508K
|
-16,715
|
Closed
|
|
