|
101
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$21.2K
|
+$21.5K
|
+2,000
|
New
|
|
|
102
|
Optima Capital
Beaverton,
Oregon
|
$21.2K
|
+$21.5K
|
+2,000
|
New
|
|
|
103
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$20.6K
|
–
|
–
|
–
|
|
|
104
|
US Bancorp
Minneapolis,
Minnesota
|
$19.3K
|
–
|
–
|
–
|
|
|
105
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$15.9K
|
–
|
–
|
–
|
|
|
106
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$14.8K
|
+$15K
|
+1,400
|
New
|
|
|
107
|
Rothschild Investment LLC
Chicago,
Illinois
|
$13.4K
|
+$193
|
+18
|
+1%
|
|
|
108
|
MAI Capital Management
Independence,
Ohio
|
$13.3K
|
–
|
–
|
–
|
|
|
109
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$11.6K
|
+$11.8K
|
+1,100
|
New
|
|
|
110
|
Wolff Wiese Magana
Carslbad,
California
|
$7.42K
|
–
|
–
|
–
|
|
|
111
|
Comerica Bank
Dallas,
Texas
|
$4.19K
|
–
|
–
|
–
|
|
|
112
|
Bullock Wealth Management
Bloomington,
Indiana
|
$1.55K
|
+$21
|
+2
|
+1%
|
|
|
113
|
Saba Capital Management
New York
|
–
|
-$6.47M
|
-596,597
|
Closed
|
|
|
114
|
Allianz Asset Management
Munich,
Germany
|
–
|
-$5.36M
|
-493,729
|
Closed
|
|
|
115
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
–
|
-$602K
|
-55,467
|
Closed
|
|
|
116
|
SteelPeak Wealth
Woodland Hills,
California
|
–
|
-$275K
|
-25,237
|
Closed
|
|
|
117
|
Argyle Capital Partners
Los Angeles,
California
|
–
|
-$138K
|
-12,700
|
Closed
|
|
|
118
|
Sanders Morris Harris
Houston,
Texas
|
–
|
-$109K
|
-10,000
|
Closed
|
|
|
119
|
Tortoise Investment Management
White Plains,
New York
|
–
|
-$106K
|
-9,811
|
Closed
|
|
|
120
|
Golden State Wealth Management
Santa Ana,
California
|
–
|
-$56.4K
|
-5,195
|
Closed
|
|
|
121
|
WealthCollab
Bellevue,
Washington
|
–
|
-$31.3K
|
-2,884
|
Closed
|
|
