|
101
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$20K
|
–
|
–
|
–
|
|
|
102
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$19K
|
–
|
–
|
–
|
|
|
103
|
Cribstone Capital Management
Augusta,
Maine
|
$17K
|
–
|
–
|
–
|
|
|
104
|
Advisory Services Network
Atlanta,
Georgia
|
$14K
|
+$13.6K
|
+162
|
New
|
|
|
105
|
Weaver Consulting Group
Huntington Beach,
California
|
$13K
|
–
|
–
|
–
|
|
|
106
|
William Blair & Company
Chicago,
Illinois
|
$12K
|
–
|
–
|
–
|
|
|
107
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$11K
|
-$19.3K
|
-230
|
-64%
|
|
|
108
|
Private Ocean
San Rafael,
California
|
$11K
|
+$11.4K
|
+135
|
New
|
|
|
109
|
Geneos Wealth Management
Englewood,
Colorado
|
$10K
|
+$7.23K
|
+86
|
+232%
|
|
|
110
|
Advisornet Financial
Minnetonka,
Minnesota
|
$9K
|
–
|
–
|
–
|
|
|
111
|
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
|
$8K
|
–
|
–
|
–
|
|
|
112
|
US Bancorp
Minneapolis,
Minnesota
|
$6K
|
–
|
–
|
–
|
|
|
113
|
Next Financial Group
Houston,
Texas
|
$6K
|
+$5.72K
|
+68
|
New
|
|
|
114
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$4.04K
|
-$1.01M
|
-12,062
|
-20%
|
|
|
115
|
Parallel Advisors
San Francisco,
California
|
$3K
|
–
|
–
|
–
|
|
|
116
|
|
$1K
|
–
|
–
|
–
|
|
|
117
|
Realta Investment Advisors
Wilmington,
Delaware
|
$1K
|
–
|
–
|
–
|
|
|
118
|
Meridian Wealth Management
Lexington,
Kentucky
|
$235
|
+$23K
|
+274
|
New
|
|
|
119
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
–
|
-$22M
|
-267,353
|
Closed
|
|
|
120
|
V Wealth Advisors
Overland Park,
Kansas
|
–
|
-$272K
|
-3,163
|
Closed
|
|
|
121
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
–
|
-$255K
|
-3,103
|
Closed
|
|
|
122
|
M Holdings Securities
Portland,
Oregon
|
–
|
-$235K
|
-2,857
|
Closed
|
|
|
123
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
–
|
-$218K
|
-2,649
|
Closed
|
|
|
124
|
Regions Financial Corp
Birmingham,
Alabama
|
–
|
-$135K
|
-1,643
|
Closed
|
|
|
125
|
Inscription Capital
Houston,
Texas
|
–
|
-$86K
|
-1,044
|
Closed
|
|
