|
101
|
Principal Securities
Des Moines,
Iowa
|
$21K
|
+$21.3K
|
+1,095
|
New
|
|
|
102
|
Allworth Financial
Folsom,
California
|
$20.2K
|
–
|
–
|
–
|
|
|
103
|
Steward Partners Investment Advisory
New York
|
$18K
|
+$18.3K
|
+938
|
New
|
|
|
104
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$17K
|
+$5.35K
|
+275
|
+44%
|
|
|
105
|
Venturi Wealth Management
Austin,
Texas
|
$16.4K
|
+$16.6K
|
+852
|
New
|
|
|
106
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$16K
|
+$195
|
+10
|
+1%
|
|
|
107
|
Farther Finance Advisors
San Francisco,
California
|
$12.5K
|
-$35.8K
|
-1,840
|
-74%
|
|
|
108
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$9.96K
|
–
|
–
|
–
|
|
|
109
|
Barrett & Company
Providence,
Rhode Island
|
$7.68K
|
–
|
–
|
–
|
|
|
110
|
Asset Dedication LLC
San Francisco,
California
|
$7.03K
|
–
|
–
|
–
|
|
|
111
|
Creative Financial Designs
Kokomo,
Indiana
|
$3.76K
|
–
|
–
|
–
|
|
|
112
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1.36K
|
–
|
–
|
–
|
|
|
113
|
NBC Securities
Birmingham,
Alabama
|
$838
|
-$876K
|
-45,000
|
-100%
|
|
|
114
|
Whittier Trust
South Pasadena,
California
|
$307
|
+$311
|
+16
|
New
|
|
|
115
|
Fidelity Investments
Boston,
Massachusetts
|
$19
|
+$19
|
+1
|
New
|
|
|
116
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
–
|
-$658K
|
-32,834
|
Closed
|
|
|
117
|
Seneca House Advisors
Richmond,
Virginia
|
–
|
-$336K
|
-16,776
|
Closed
|
|
|
118
|
Atria Wealth Solutions
New York
|
–
|
-$335K
|
-16,689
|
Closed
|
|
|
119
|
JDM Financial Group
Austin,
Texas
|
–
|
-$266K
|
-13,255
|
Closed
|
|
|
120
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
–
|
-$11.4K
|
-571
|
Closed
|
|
|
121
|
Pin Oak Investment Advisors
Houston,
Texas
|
–
|
-$1K
|
-84
|
Closed
|
|
|
122
|
Eastern Bank
Boston,
Massachusetts
|
–
|
-$120
|
-6
|
Closed
|
|
