|
101
|
Realta Investment Advisors
Wilmington,
Delaware
|
$13K
|
+$14K
|
+600
|
New
|
|
|
102
|
BOK Financial Private Wealth
Denver,
Colorado
|
$13K
|
+$14.7K
|
+630
|
New
|
|
|
103
|
|
$11K
|
-$23
|
-1
|
-0.2%
|
|
|
104
|
Pflug Koory
Omaha,
Nebraska
|
$10K
|
–
|
–
|
–
|
|
|
105
|
Global Retirement Partners
San Rafael,
California
|
$7K
|
–
|
–
|
–
|
|
|
106
|
Rockefeller Capital Management
New York
|
$6K
|
–
|
–
|
–
|
|
|
107
|
Fidelity Investments
Boston,
Massachusetts
|
$3K
|
-$18K
|
-768
|
-84%
|
|
|
108
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2K
|
+$1.97K
|
+84
|
New
|
|
|
109
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$1K
|
–
|
–
|
–
|
|
|
110
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$1K
|
–
|
–
|
–
|
|
|
111
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$1K
|
–
|
–
|
–
|
|
|
112
|
|
–
|
-$1.24M
|
-52,700
|
Closed
|
|
|
113
|
Ascent Wealth Partners
New Hartford,
New York
|
–
|
-$407K
|
-17,303
|
Closed
|
|
|
114
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$407K
|
-17,294
|
Closed
|
|
|
115
|
Cetera Advisors
Denver,
Colorado
|
–
|
-$308K
|
-13,106
|
Closed
|
|
|
116
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
–
|
-$287K
|
-12,200
|
Closed
|
|
|
117
|
Private Advisor Group
Morristown,
New Jersey
|
–
|
-$243K
|
-10,331
|
Closed
|
|
|
118
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
–
|
-$226K
|
-9,617
|
Closed
|
|
|
119
|
Pinnacle Associates
New York
|
–
|
-$219K
|
-9,302
|
Closed
|
|
|
120
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
–
|
-$208K
|
-8,860
|
Closed
|
|
|
121
|
CX Institutional
Auburn,
Indiana
|
–
|
-$188K
|
-7,987
|
Closed
|
|
|
122
|
Steward Partners Investment Advisory
New York
|
–
|
-$182K
|
-7,720
|
Closed
|
|
|
123
|
Spire Wealth Management
Mclean,
Virginia
|
–
|
-$84K
|
-3,561
|
Closed
|
|
|
124
|
SouthState Corp
Winter Haven,
Florida
|
–
|
-$38K
|
-1,616
|
Closed
|
|
|
125
|
Clarkston Capital Partners
Rochester,
Michigan
|
–
|
-$8K
|
-360
|
Closed
|
|
