|
126
|
Wells Fargo
San Francisco,
California
|
$100K
|
+$100K
|
+2,000
|
+200,000%
|
|
|
127
|
Geneos Wealth Management
Englewood,
Colorado
|
$74.4K
|
+$74.2K
|
+1,483
|
New
|
|
|
128
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$70.7K
|
+$70.6K
|
+1,410
|
New
|
|
|
129
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$50.1K
|
–
|
–
|
–
|
|
|
130
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$31K
|
–
|
–
|
–
|
|
|
131
|
City State Bank
Norwalk,
Iowa
|
$19.1K
|
+$19.1K
|
+381
|
New
|
|
|
132
|
Creative Financial Designs
Kokomo,
Indiana
|
$17.7K
|
+$17.6K
|
+352
|
New
|
|
|
133
|
Principal Securities
Des Moines,
Iowa
|
$16.3K
|
-$6.26K
|
-125
|
-28%
|
|
|
134
|
Valley Wealth Managers
Paramus,
New Jersey
|
$13.6K
|
-$28.8K
|
-575
|
-68%
|
|
|
135
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$12.3K
|
+$601
|
+12
|
+5%
|
|
|
136
|
Penserra Capital Management
Orinda,
California
|
$8K
|
+$7.91K
|
+158
|
New
|
|
|
137
|
Harbour Investments
Madison,
Wisconsin
|
$5.87K
|
–
|
–
|
–
|
|
|
138
|
NBC Securities
Birmingham,
Alabama
|
$5K
|
+$5K
|
+100
|
New
|
|
|
139
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2.46K
|
+$2.45K
|
+49
|
New
|
|
|
140
|
Fidelity Investments
Boston,
Massachusetts
|
$50
|
+$50
|
+1
|
New
|
|
|
141
|
Royal Harbor Partners
Houston,
Texas
|
–
|
-$970K
|
-19,358
|
Closed
|
|
|
142
|
Lincoln National Corp
Radnor,
Pennsylvania
|
–
|
-$948K
|
-18,923
|
Closed
|
|
|
143
|
Pathstone Holdings
Englewood,
New Jersey
|
–
|
-$876K
|
-17,486
|
Closed
|
|
|
144
|
Congress Wealth Management
Boston,
Massachusetts
|
–
|
-$335K
|
-6,686
|
Closed
|
|
|
145
|
Windsor Capital Management
Phoenix,
Arizona
|
–
|
-$251K
|
-5,017
|
Closed
|
|
|
146
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
–
|
-$223K
|
-4,445
|
Closed
|
|
|
147
|
Citadel Advisors
Miami,
Florida
|
–
|
-$221K
|
-4,402
|
Closed
|
|
|
148
|
Mercer Global Advisors
Denver,
Colorado
|
–
|
-$212K
|
-4,234
|
Closed
|
|
|
149
|
Commonwealth Financial Services
Vienna,
West Virginia
|
–
|
-$203K
|
-4,052
|
Closed
|
|
|
150
|
Icon Wealth Advisors
Houston,
Texas
|
–
|
-$195K
|
-3,894
|
Closed
|
|
