|
201
|
Bessemer Group
Woodbridge,
New Jersey
|
$29K
|
–
|
–
|
–
|
|
|
202
|
D.J. St. Germain
Springfield,
Massachusetts
|
$24.2K
|
–
|
–
|
–
|
|
|
203
|
AlphaCore Capital
La Jolla,
California
|
$22.2K
|
+$22.2K
|
+270
|
New
|
|
|
204
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$21.9K
|
–
|
–
|
–
|
|
|
205
|
Coldstream Capital Management
Bellevue,
Washington
|
$21.5K
|
+$21.6K
|
+262
|
New
|
|
|
206
|
Greykasell Wealth Strategies
Danville,
California
|
$16.7K
|
+$16.7K
|
+203
|
New
|
|
|
207
|
New Millennium Group
Sandy,
Utah
|
$16.1K
|
-$3.95K
|
-48
|
-20%
|
|
|
208
|
Principal Securities
Des Moines,
Iowa
|
$15.9K
|
–
|
–
|
–
|
|
|
209
|
Allworth Financial
Folsom,
California
|
$14.6K
|
–
|
–
|
–
|
|
|
210
|
Creekmur Asset Management
Morton,
Illinois
|
$13K
|
-$82
|
-1
|
-0.6%
|
|
|
211
|
Golden State Wealth Management
Santa Ana,
California
|
$8.46K
|
–
|
–
|
–
|
|
|
212
|
Blue Trust Inc
Alpharetta,
Georgia
|
$7.48K
|
–
|
–
|
–
|
|
|
213
|
Robinswood Financial
Kirkland,
Washington
|
$7.4K
|
–
|
–
|
–
|
|
|
214
|
Comerica Bank
Dallas,
Texas
|
$7.15K
|
–
|
–
|
–
|
|
|
215
|
Center for Financial Planning
Southfied,
Michigan
|
$6.82K
|
+$6.83K
|
+83
|
New
|
|
|
216
|
Steward Partners Investment Advisory
New York
|
$6K
|
+$6.01K
|
+73
|
New
|
|
|
217
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$3.7K
|
+$3.7K
|
+45
|
New
|
|
|
218
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$2.3K
|
-$5.35K
|
-65
|
-70%
|
|
|
219
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$1.79K
|
+$1.89K
|
+23
|
New
|
|
|
220
|
SVB Wealth
Boston,
Massachusetts
|
–
|
-$56.7M
|
-717,934
|
Closed
|
|
|
221
|
Concorde Asset Management
Ann Arbor,
Michigan
|
–
|
-$4.12M
|
-52,103
|
Closed
|
|
|
222
|
Citadel Advisors
Miami,
Florida
|
–
|
-$2.58M
|
-32,660
|
Closed
|
|
|
223
|
Optima Capital
Beaverton,
Oregon
|
–
|
-$1.44M
|
-18,243
|
Closed
|
|
|
224
|
Savvy Advisors Inc
New York
|
–
|
-$1.03M
|
-13,076
|
Closed
|
|
|
225
|
Linden Thomas Advisory Services
Charlotte,
North Carolina
|
–
|
-$594K
|
-7,518
|
Closed
|
|
