|
101
|
Huntington National Bank
Columbus,
Ohio
|
$7.06K
|
–
|
–
|
–
|
|
|
102
|
CoreCap Advisors
Southfield,
Michigan
|
$6.59K
|
+$6.5K
|
+72
|
New
|
|
|
103
|
Farther Finance Advisors
San Francisco,
California
|
$6.24K
|
+$6.23K
|
+69
|
New
|
|
|
104
|
Retirement Financial Solutions
Knoxville,
Tennessee
|
$5.61K
|
+$5.6K
|
+62
|
New
|
|
|
105
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1K
|
–
|
–
|
–
|
|
|
106
|
William Blair & Company
Chicago,
Illinois
|
$362
|
-$1.81K
|
-20
|
-83%
|
|
|
107
|
Bogart Wealth LLC
Mclean,
Virginia
|
$181
|
–
|
–
|
–
|
|
|
108
|
Crewe Advisors
Salt Lake City,
Utah
|
$181
|
+$181
|
+2
|
New
|
|
|
109
|
Fidelity Investments
Boston,
Massachusetts
|
$90
|
–
|
–
|
–
|
|
|
110
|
SimpliFi Inc
San Diego,
California
|
–
|
-$29.1M
|
-328,041
|
Closed
|
|
|
111
|
Capital Advantage
Walnut Creek,
California
|
–
|
-$22.4M
|
-252,454
|
Closed
|
|
|
112
|
Atria Wealth Solutions
New York
|
–
|
-$1.36M
|
-15,364
|
Closed
|
|
|
113
|
Mariner
Overland Park,
Kansas
|
–
|
-$1.23M
|
-13,839
|
Closed
|
|
|
114
|
Jackson Creek Investment Advisors
Castle Rock,
Colorado
|
–
|
-$1.12M
|
-12,658
|
Closed
|
|
|
115
|
SVB Wealth
Boston,
Massachusetts
|
–
|
-$1.02M
|
-11,520
|
Closed
|
|
|
116
|
AJ Wealth Strategies
New York
|
–
|
-$921K
|
-10,380
|
Closed
|
|
|
117
|
Graypoint LLC
Albany,
New York
|
–
|
-$885K
|
-9,974
|
Closed
|
|
|
118
|
Center For Asset Management
Palm Beach Gardens,
Florida
|
–
|
-$532K
|
-6,000
|
Closed
|
|
|
119
|
Collective Family Office
York,
Pennsylvania
|
–
|
-$299K
|
-3,375
|
Closed
|
|
|
120
|
Mather Group
Chicago,
Illinois
|
–
|
-$271K
|
-3,050
|
Closed
|
|
|
121
|
Emerald Advisors
Bellevue,
Washington
|
–
|
-$258K
|
-2,911
|
Closed
|
|
|
122
|
Private Advisor Group
Morristown,
New Jersey
|
–
|
-$257K
|
-2,898
|
Closed
|
|
|
123
|
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
|
–
|
-$250K
|
-2,819
|
Closed
|
|
|
124
|
Creative Planning
Overland Park,
Kansas
|
–
|
-$240K
|
-2,701
|
Closed
|
|
|
125
|
Ground Swell Capital
Folly Beach,
South Carolina
|
–
|
-$232K
|
-2,610
|
Closed
|
|
