|
101
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$70K
|
–
|
–
|
–
|
|
|
102
|
American Portfolios Advisors
Holbrook,
New York
|
$67.8K
|
+$7.52K
|
+100
|
+12%
|
|
|
103
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$59K
|
–
|
–
|
–
|
|
|
104
|
Peak Capital Management
Greenwood Village,
Colorado
|
$51K
|
+$51.1K
|
+680
|
New
|
|
|
105
|
Duncker Streett & Co
St. Louis,
Missouri
|
$45K
|
–
|
–
|
–
|
|
|
106
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$40K
|
+$40.6K
|
+540
|
New
|
|
|
107
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$39K
|
–
|
–
|
–
|
|
|
108
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$38K
|
–
|
–
|
–
|
|
|
109
|
First Personal Financial Services
Charlotte,
North Carolina
|
$37K
|
-$13.2K
|
-175
|
-26%
|
|
|
110
|
SeaCrest Wealth Management
Purchase,
New York
|
$37K
|
–
|
–
|
–
|
|
|
111
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$34K
|
–
|
–
|
–
|
|
|
112
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$33K
|
–
|
–
|
–
|
|
|
113
|
SignatureFD
Atlanta,
Georgia
|
$25K
|
–
|
–
|
–
|
|
|
114
|
Clarus Wealth Advisors
Peoria,
Arizona
|
$25K
|
+$25.3K
|
+337
|
New
|
|
|
115
|
Regions Financial Corp
Birmingham,
Alabama
|
$23K
|
–
|
–
|
–
|
|
|
116
|
Bridgeworth
Birmingham,
Alabama
|
$17K
|
+$17.7K
|
+235
|
New
|
|
|
117
|
|
$15K
|
–
|
–
|
–
|
|
|
118
|
NVWM LLC
Yardley,
Pennsylvania
|
$12K
|
-$29.5K
|
-392
|
-72%
|
|
|
119
|
WealthTrust Fairport
Cleveland,
Ohio
|
$11K
|
–
|
–
|
–
|
|
|
120
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$9K
|
–
|
–
|
–
|
|
|
121
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$7K
|
–
|
–
|
–
|
|
|
122
|
SEI Investments
Oaks,
Pennsylvania
|
$6K
|
-$15.5K
|
-206
|
-72%
|
|
|
123
|
AllSquare Wealth Management
Albany,
New York
|
$2K
|
–
|
–
|
–
|
|
|
124
|
FDx Advisors
Chicago,
Illinois
|
–
|
-$1.13M
|
-15,240
|
Closed
|
|
|
125
|
Bank of New York Mellon
New York
|
–
|
-$347K
|
-4,696
|
Closed
|
|
