|
101
|
BCGM Wealth Management
Lafayette,
Indiana
|
$203K
|
+$203K
|
+4,066
|
New
|
|
|
102
|
Commonwealth Financial Services
Vienna,
West Virginia
|
$202K
|
+$202K
|
+4,052
|
New
|
|
|
103
|
Windsor Capital Management
Phoenix,
Arizona
|
$200K
|
-$74.7K
|
-1,498
|
-27%
|
|
|
104
|
Webster Bank
Waterbury,
Connecticut
|
$200K
|
–
|
–
|
–
|
|
|
105
|
Icon Wealth Partners
Houston,
Texas
|
$194K
|
-$449
|
-9
|
-0.2%
|
|
|
106
|
Global Financial Private Client
Sarasota,
Florida
|
$109K
|
+$110K
|
+2,200
|
New
|
|
|
107
|
Sunbelt Securities
Houston,
Texas
|
$109K
|
-$3.54K
|
-71
|
-3%
|
|
|
108
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$49.8K
|
–
|
–
|
–
|
|
|
109
|
Harbour Investments
Madison,
Wisconsin
|
$45.3K
|
-$3.84K
|
-77
|
-8%
|
|
|
110
|
Valley Wealth Managers
Paramus,
New Jersey
|
$32.2K
|
–
|
–
|
–
|
|
|
111
|
Steward Partners Investment Advisory
New York
|
$19.9K
|
+$19.9K
|
+400
|
New
|
|
|
112
|
Matthew Hamilton Rosenberg
|
$15.6K
|
-$59.2K
|
-1,188
|
-79%
|
|
|
113
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$11.5K
|
+$11.5K
|
+230
|
New
|
|
|
114
|
Penserra Capital Management
Orinda,
California
|
$7K
|
-$12.6K
|
-253
|
-63%
|
|
|
115
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$6K
|
–
|
–
|
–
|
|
|
116
|
Wells Fargo
San Francisco,
California
|
$20
|
-$1.75K
|
-35
|
Closed
|
|
|
117
|
Gries Financial
Cleveland,
Ohio
|
–
|
-$1.28M
|
-25,630
|
Closed
|
|
|
118
|
First International Bank & Trust
Watford City,
North Dakota
|
–
|
-$1.09M
|
-21,750
|
Closed
|
|
|
119
|
MRP Capital Investments
Alpharetta,
Georgia
|
–
|
-$545K
|
-10,930
|
Closed
|
|
|
120
|
Aspiriant LLC
Los Angeles,
California
|
–
|
-$448K
|
-8,970
|
Closed
|
|
|
121
|
Cross Staff Investments
Pittsford,
New York
|
–
|
-$399K
|
-8,000
|
Closed
|
|
|
122
|
Sovereign Financial Group
Stamford,
Connecticut
|
–
|
-$357K
|
-7,159
|
Closed
|
|
|
123
|
Tidal Investments
Milwaukee,
Wisconsin
|
–
|
-$301K
|
-6,025
|
Closed
|
|
|
124
|
Rockefeller Capital Management
New York
|
–
|
-$255K
|
-5,115
|
Closed
|
|
|
125
|
ORG Partners
Roanoke,
Indiana
|
–
|
-$174K
|
-3,491
|
Closed
|
|
