|
201
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$50K
|
–
|
–
|
–
|
|
|
202
|
Pacific Center for Financial Services
San Ramon,
California
|
$50K
|
–
|
–
|
–
|
|
|
203
|
HM Payson & Co
Portland,
Maine
|
$45K
|
–
|
–
|
–
|
|
|
204
|
BigSur Wealth Management
Miami,
Florida
|
$38K
|
-$40.7K
|
-1,000
|
-50%
|
|
|
205
|
SYM Financial Corp
Winona Lake,
Indiana
|
$38K
|
–
|
–
|
–
|
|
|
206
|
Pathstone Family Office
Englewood,
New Jersey
|
$36K
|
–
|
–
|
–
|
|
|
207
|
Berkshire Money Management
Dalton,
Massachusetts
|
$31K
|
+$33.6K
|
+825
|
New
|
|
|
208
|
Procyon Advisors
Shelton,
Connecticut
|
$30K
|
-$12.2K
|
-300
|
-27%
|
|
|
209
|
US Bancorp
Minneapolis,
Minnesota
|
$29K
|
+$17.9K
|
+441
|
+134%
|
|
|
210
|
Brewin Dolphin Wealth Management
Conskleagh, Dublin,
Ireland
|
$28.2K
|
–
|
–
|
–
|
|
|
211
|
AssetMark Inc
Concord,
California
|
$28K
|
-$9.61K
|
-236
|
-24%
|
|
|
212
|
Engrave Wealth Partners
The Woodlands,
Texas
|
$28K
|
–
|
–
|
–
|
|
|
213
|
Parallel Advisors
San Francisco,
California
|
$28K
|
–
|
–
|
–
|
|
|
214
|
Simon Quick Advisors
Morristown,
New Jersey
|
$27K
|
–
|
–
|
–
|
|
|
215
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$27K
|
+$29.7K
|
+730
|
New
|
|
|
216
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$26K
|
-$167K
|
-4,104
|
-86%
|
|
|
217
|
Advisory Services Network
Atlanta,
Georgia
|
$25K
|
-$118K
|
-2,897
|
-81%
|
|
|
218
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$25K
|
+$26.8K
|
+659
|
New
|
|
|
219
|
Biltmore Family Office
Charlotte,
North Carolina
|
$25K
|
+$27.5K
|
+675
|
New
|
|
|
220
|
CSS LLC
Chicago,
Illinois
|
$23K
|
+$24.4K
|
+600
|
New
|
|
|
221
|
RBC Europe
London,
United Kingdom
|
$22.3K
|
–
|
–
|
–
|
|
|
222
|
|
$22K
|
–
|
–
|
–
|
|
|
223
|
Whittier Trust
South Pasadena,
California
|
$21K
|
-$2.04K
|
-50
|
-8%
|
|
|
224
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$21K
|
–
|
–
|
–
|
|
|
225
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$21K
|
+$22.4K
|
+550
|
New
|
|
