|
101
|
Riverview Trust Company
Vancouver,
Washington
|
$119K
|
–
|
–
|
–
|
|
|
102
|
Strategic Advocates
Logan,
Utah
|
$116K
|
–
|
–
|
–
|
|
|
103
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$112K
|
–
|
–
|
–
|
|
|
104
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$112K
|
–
|
–
|
–
|
|
|
105
|
MAI Capital Management
Independence,
Ohio
|
$99.4K
|
–
|
–
|
–
|
|
|
106
|
US Bancorp
Minneapolis,
Minnesota
|
$49.1K
|
–
|
–
|
–
|
|
|
107
|
Global Retirement Partners
San Rafael,
California
|
$41.2K
|
+$40.2K
|
+3,685
|
New
|
|
|
108
|
WhitTier Trust Company
Reno,
Nevada
|
$39.7K
|
–
|
–
|
–
|
|
|
109
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$22.3K
|
+$21.8K
|
+2,000
|
New
|
|
|
110
|
FNY Investment Advisers
New York
|
$22K
|
–
|
–
|
–
|
|
|
111
|
AmeriFlex Group
Las Vegas,
Nevada
|
$15.6K
|
–
|
–
|
–
|
|
|
112
|
Rothschild Investment LLC
Chicago,
Illinois
|
$14.6K
|
+$284
|
+26
|
+2%
|
|
|
113
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$13.8K
|
+$13.5K
|
+1,240
|
New
|
|
|
114
|
SOA Wealth Advisors
New York
|
$10.6K
|
+$196
|
+18
|
+2%
|
|
|
115
|
IFP Advisors
Tampa,
Florida
|
$9.77K
|
+$185
|
+17
|
+2%
|
|
|
116
|
BFSG LLC
Irvine,
California
|
$6.7K
|
+$1.09K
|
+100
|
+20%
|
|
|
117
|
WFA of San Diego
San Diego,
California
|
$5.03K
|
+$4.91K
|
+450
|
New
|
|
|
118
|
Bell Investment Advisors
Oakland,
California
|
$1.26K
|
+$1.23K
|
+113
|
New
|
|
|
119
|
Comerica Bank
Dallas,
Texas
|
$525
|
-$57.1K
|
-5,236
|
-99%
|
|
|
120
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
–
|
-$15.5M
|
-1,379,388
|
Closed
|
|
|
121
|
Karpus Investment Management
Pittsford,
New York
|
–
|
-$6.65M
|
-591,389
|
Closed
|
|
|
122
|
Fisher Asset Management
Camas,
Washington
|
–
|
-$686K
|
-61,029
|
Closed
|
|
|
123
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
–
|
-$642K
|
-57,149
|
Closed
|
|
|
124
|
Atria Wealth Solutions
New York
|
–
|
-$544K
|
-48,108
|
Closed
|
|
|
125
|
|
–
|
-$275K
|
-24,422
|
Closed
|
|
