|
101
|
Berman Capital Advisors
Atlanta,
Georgia
|
$5K
|
+$4.73K
|
+1,594
|
+379%
|
|
|
102
|
American Portfolios Advisors
Holbrook,
New York
|
$4.83K
|
–
|
–
|
–
|
|
|
103
|
Cornerstone Advisors (Washington)
Bellevue,
Washington
|
$4K
|
-$8.44K
|
-2,843
|
-69%
|
|
|
104
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$4K
|
–
|
–
|
–
|
|
|
105
|
Delphi Private Advisors
San Diego,
California
|
$4K
|
+$3.76K
|
+1,267
|
New
|
|
|
106
|
Parallel Advisors
San Francisco,
California
|
$3K
|
-$51.6K
|
-17,405
|
-94%
|
|
|
107
|
Rockefeller Capital Management
New York
|
$3K
|
-$10.3K
|
-3,467
|
-78%
|
|
|
108
|
Global Retirement Partners
San Rafael,
California
|
$3K
|
+$1.27K
|
+429
|
+76%
|
|
|
109
|
First Horizon Advisors
Memphis,
Tennessee
|
$1K
|
–
|
–
|
–
|
|
|
110
|
Next Capital Management
New York
|
$1K
|
+$1.11K
|
+375
|
New
|
|
|
111
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$1K
|
+$1.21K
|
+409
|
New
|
|
|
112
|
|
–
|
-$204K
|
-66,737
|
Closed
|
|
|
113
|
Ameriprise
Minneapolis,
Minnesota
|
–
|
-$167K
|
-54,574
|
Closed
|
|
|
114
|
Advisors Asset Management
Monument,
Colorado
|
–
|
-$106K
|
-34,504
|
Closed
|
|
|
115
|
Wealth Architects
Mountain View,
California
|
–
|
-$71K
|
-23,297
|
Closed
|
|
|
116
|
IberiaBank
Lafayette,
Louisiana
|
–
|
-$65K
|
-21,269
|
Closed
|
|
|
117
|
|
–
|
-$47K
|
-15,427
|
Closed
|
|
|
118
|
Cresset Asset Management
Chicago,
Illinois
|
–
|
-$42K
|
-13,744
|
Closed
|
|
|
119
|
Mariner
Overland Park,
Kansas
|
–
|
-$38K
|
-12,337
|
Closed
|
|
|
120
|
Point View Wealth Management
Summit,
New Jersey
|
–
|
-$38K
|
-12,337
|
Closed
|
|
|
121
|
Evergreen Capital Management
Bellevue,
Washington
|
–
|
-$37K
|
-12,150
|
Closed
|
|
|
122
|
Moors & Cabot
Boston,
Massachusetts
|
–
|
-$35K
|
-10,800
|
Closed
|
|
|
123
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
–
|
-$17K
|
-5,629
|
Closed
|
|
|
124
|
AssetMark Inc
Concord,
California
|
–
|
-$15K
|
-5,021
|
Closed
|
|
|
125
|
Moody National Bank Trust Division
Galveston,
Texas
|
–
|
-$11K
|
-3,564
|
Closed
|
|
