|
101
|
Winthrop Capital Management
Carmel,
Indiana
|
$27K
|
–
|
–
|
–
|
|
|
102
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$26.2K
|
–
|
–
|
–
|
|
|
103
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$24.7K
|
+$25K
|
+206
|
New
|
|
|
104
|
Nova Wealth Management
Bonita Springs,
Florida
|
$24K
|
–
|
–
|
–
|
|
|
105
|
Larson Financial Group
St Louis,
Missouri
|
$22.5K
|
+$121
|
+1
|
+0.5%
|
|
|
106
|
Fourth Dimension Wealth
Middleburg Heights,
Ohio
|
$21.2K
|
–
|
–
|
–
|
|
|
107
|
AssetMark Inc
Concord,
California
|
$16.1K
|
–
|
–
|
–
|
|
|
108
|
Rockefeller Capital Management
New York
|
$8.4K
|
–
|
–
|
–
|
|
|
109
|
Advisornet Financial
Minnetonka,
Minnesota
|
$7.32K
|
–
|
–
|
–
|
|
|
110
|
Vanguard Advisers Inc
Malvern,
Pennsylvania
|
$3.6K
|
+$3.64K
|
+30
|
New
|
|
|
111
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$3.55K
|
+$121
|
+1
|
+3%
|
|
|
112
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$3K
|
–
|
–
|
–
|
|
|
113
|
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
|
$2.04K
|
–
|
–
|
–
|
|
|
114
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$1.2K
|
–
|
–
|
–
|
|
|
115
|
Moulton Wealth Management
Spokane,
Washington
|
–
|
-$8.2M
|
-198,524
|
Closed
|
|
|
116
|
Constant Guidance Financial
Attleboro Falls,
Massachusetts
|
–
|
-$536K
|
-6,492
|
Closed
|
|
|
117
|
|
–
|
-$644K
|
-5,671
|
Closed
|
|
|
118
|
MML Investors Services
Springfield,
Massachusetts
|
–
|
-$243K
|
-2,141
|
Closed
|
|
|
119
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
–
|
-$227K
|
-2,000
|
Closed
|
|
|
120
|
Strategic Financial Concepts
San Antonio,
Texas
|
–
|
-$220K
|
-1,933
|
Closed
|
|
|
121
|
Garton & Associates Financial Advisors
Louisville,
Kentucky
|
–
|
-$137K
|
-1,210
|
Closed
|
|
|
122
|
UBS Group
Zurich,
Switzerland
|
–
|
-$129K
|
-1,137
|
Closed
|
|
|
123
|
Key Financial Inc
West Chester,
Pennsylvania
|
–
|
-$15.1K
|
-133
|
Closed
|
|
