|
126
|
Vigilant Capital Management
Portland,
Maine
|
$81K
|
+$79.2K
|
+1,000
|
New
|
|
|
127
|
First Personal Financial Services
Charlotte,
North Carolina
|
$40K
|
–
|
–
|
–
|
|
|
128
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$39K
|
+$4.36K
|
+55
|
+13%
|
|
|
129
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$37K
|
–
|
–
|
–
|
|
|
130
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$37K
|
–
|
–
|
–
|
|
|
131
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$36K
|
+$35.2K
|
+444
|
New
|
|
|
132
|
Duncker Streett & Co
St. Louis,
Missouri
|
$32K
|
-$15.8K
|
-200
|
-33%
|
|
|
133
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$31K
|
–
|
–
|
–
|
|
|
134
|
SignatureFD
Atlanta,
Georgia
|
$27K
|
–
|
–
|
–
|
|
|
135
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$26K
|
–
|
–
|
–
|
|
|
136
|
Archer Investment Corporation
Carmel,
Indiana
|
$19K
|
+$19K
|
+240
|
New
|
|
|
137
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$10K
|
–
|
–
|
–
|
|
|
138
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$8K
|
–
|
–
|
–
|
|
|
139
|
|
$6K
|
-$1.27K
|
-16
|
-17%
|
|
|
140
|
Gradient Investments
Arden Hills,
Minnesota
|
$4K
|
+$3.56K
|
+45
|
New
|
|
|
141
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$4K
|
+$3.72K
|
+47
|
New
|
|
|
142
|
Aspire Private Capital
Cornelius,
North Carolina
|
$4K
|
+$3.88K
|
+49
|
New
|
|
|
143
|
AllSquare Wealth Management
Albany,
New York
|
$3K
|
–
|
–
|
–
|
|
|
144
|
Valeo Financial Advisors
Carmel,
Indiana
|
$1K
|
–
|
–
|
–
|
|
|
145
|
Venturi Wealth Management
Austin,
Texas
|
–
|
-$2.3M
|
-29,140
|
Closed
|
|
|
146
|
Texas Capital Bancshares
Dallas,
Texas
|
–
|
-$688K
|
-8,822
|
Closed
|
|
|
147
|
M Holdings Securities
Portland,
Oregon
|
–
|
-$617K
|
-7,901
|
Closed
|
|
|
148
|
Citadel Advisors
Miami,
Florida
|
–
|
-$313K
|
-4,012
|
Closed
|
|
|
149
|
Koshinski Asset Management
Decatur,
Illinois
|
–
|
-$202
|
-1,873
|
Closed
|
|
|
150
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
–
|
-$62K
|
-796
|
Closed
|
|
