|
101
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$102K
|
+$101K
|
+2,169
|
New
|
|
|
102
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$76K
|
+$1.68K
|
+36
|
+2%
|
|
|
103
|
IHT Wealth Management
Chicago,
Illinois
|
$73K
|
-$32.5K
|
-697
|
-36%
|
|
|
104
|
D.A. Davidson & Co
Great Falls,
Montana
|
$72K
|
-$158K
|
-3,376
|
-69%
|
|
|
105
|
|
$67K
|
-$16.4K
|
-351
|
-20%
|
|
|
106
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$63K
|
–
|
–
|
–
|
|
|
107
|
Westside Investment Management
Santa Monica,
California
|
$53.1K
|
+$52.8K
|
+1,131
|
New
|
|
|
108
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$53K
|
–
|
–
|
–
|
|
|
109
|
Next Financial Group
Houston,
Texas
|
$51K
|
-$176K
|
-3,764
|
-78%
|
|
|
110
|
AllSquare Wealth Management
Albany,
New York
|
$43K
|
–
|
–
|
–
|
|
|
111
|
James Investment Research
Alpha,
Ohio
|
$38K
|
-$255K
|
-5,467
|
-87%
|
|
|
112
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$38K
|
+$37.1K
|
+794
|
New
|
|
|
113
|
Bartlett & Co
Cincinnati,
Ohio
|
$36K
|
–
|
–
|
–
|
|
|
114
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$23K
|
+$22.7K
|
+487
|
New
|
|
|
115
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$14K
|
–
|
–
|
–
|
|
|
116
|
Private Ocean
San Rafael,
California
|
$7K
|
–
|
–
|
–
|
|
|
117
|
Archford Capital Strategies
Swansea,
Illinois
|
$6K
|
–
|
–
|
–
|
|
|
118
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$5K
|
-$53.6K
|
-1,149
|
-91%
|
|
|
119
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$3K
|
-$1.4K
|
-30
|
-38%
|
|
|
120
|
Parallel Advisors
San Francisco,
California
|
$3K
|
–
|
–
|
–
|
|
|
121
|
Endurance Wealth Management
Providence,
Rhode Island
|
$2K
|
+$2.01K
|
+43
|
New
|
|
|
122
|
KWMG LLC
Overland Park,
Kansas
|
–
|
-$1.05M
|
-22,575
|
Closed
|
|
|
123
|
Confluence Investment Management
St. Louis,
Missouri
|
–
|
-$744K
|
-16,049
|
Closed
|
|
|
124
|
Atria Investments
Charlotte,
North Carolina
|
–
|
-$332K
|
-7,163
|
Closed
|
|
|
125
|
Moors & Cabot
Boston,
Massachusetts
|
–
|
-$281K
|
-6,053
|
Closed
|
|
