|
101
|
UMB Bank
Kansas City,
Missouri
|
$30K
|
–
|
–
|
–
|
|
|
102
|
CoreCap Advisors
Southfield,
Michigan
|
$30K
|
+$32.8K
|
+4,093
|
New
|
|
|
103
|
Tortoise Investment Management
White Plains,
New York
|
$29K
|
–
|
–
|
–
|
|
|
104
|
Blume Capital Management
Berkeley,
California
|
$22K
|
–
|
–
|
–
|
|
|
105
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$22K
|
–
|
–
|
–
|
|
|
106
|
Venture Visionary Partners
Sylvania,
Ohio
|
$18.3K
|
+$20.2K
|
+2,519
|
New
|
|
|
107
|
Cordasco Financial Network
Naples,
Florida
|
$14K
|
–
|
–
|
–
|
|
|
108
|
Selective Wealth Management
Forest,
Virginia
|
$12K
|
+$2.45K
|
+305
|
+22%
|
|
|
109
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$11K
|
–
|
–
|
–
|
|
|
110
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$9K
|
-$28.9K
|
-3,600
|
-75%
|
|
|
111
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$9K
|
–
|
–
|
–
|
|
|
112
|
Geneos Wealth Management
Englewood,
Colorado
|
$9K
|
–
|
–
|
–
|
|
|
113
|
Concord Wealth Partners
Abingdon,
Virginia
|
$8K
|
–
|
–
|
–
|
|
|
114
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
$7K
|
–
|
–
|
–
|
|
|
115
|
Private Trust Company
Cleveland,
Ohio
|
$7K
|
+$8.02K
|
+1,000
|
New
|
|
|
116
|
Allworth Financial
Folsom,
California
|
$6K
|
–
|
–
|
–
|
|
|
117
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$5K
|
+$5.37K
|
+669
|
New
|
|
|
118
|
PSI Advisors
Tampa,
Florida
|
$4K
|
–
|
–
|
–
|
|
|
119
|
Retirement Group
San Diego,
California
|
$4K
|
+$2.17K
|
+270
|
+100%
|
|
|
120
|
Advisornet Financial
Minnetonka,
Minnesota
|
$3K
|
–
|
–
|
–
|
|
|
121
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1K
|
-$7.61K
|
-949
|
-88%
|
|
|
122
|
Addison Advisors
Middlebury,
Vermont
|
$1K
|
–
|
–
|
–
|
|
|
123
|
SOA Wealth Advisors
New York
|
$1K
|
+$40
|
+5
|
+2%
|
|
|
124
|
|
$1K
|
+$794
|
+99
|
New
|
|
|
125
|
City of London Investment Management
London,
United Kingdom
|
–
|
-$3.49M
|
-387,010
|
Closed
|
|
