|
101
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$140K
|
+$139K
|
+4,992
|
New
|
|
|
102
|
Integrity Financial
Cheyenne,
Wyoming
|
$138K
|
-$125K
|
-4,514
|
-48%
|
|
|
103
|
UBS Group
Zurich,
Switzerland
|
$104K
|
+$13.2K
|
+476
|
+15%
|
|
|
104
|
My Personal CFO LLC
Vancouver,
Washington
|
$84K
|
+$45.6K
|
+1,645
|
New
|
|
|
105
|
Optimum Investment Advisors
Chicago,
Illinois
|
$70.2K
|
–
|
–
|
–
|
|
|
106
|
Steward Partners Investment Advisory
New York
|
$59.8K
|
–
|
–
|
–
|
|
|
107
|
Creative Financial Designs
Kokomo,
Indiana
|
$47.2K
|
–
|
–
|
–
|
|
|
108
|
Fiduciary Alliance
Greenville,
South Carolina
|
$28.1K
|
+$27.8K
|
+1,000
|
New
|
|
|
109
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$25K
|
–
|
–
|
–
|
|
|
110
|
|
$24.5K
|
-$19.3K
|
-694
|
-44%
|
|
|
111
|
William Blair & Company
Chicago,
Illinois
|
$13.2K
|
+$13K
|
+470
|
New
|
|
|
112
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$8.46K
|
–
|
–
|
–
|
|
|
113
|
|
$4K
|
+$4.25K
|
+153
|
New
|
|
|
114
|
WealthSource Partners
San Luis Obispo,
California
|
–
|
-$3.32M
|
-125,000
|
Closed
|
|
|
115
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
–
|
-$1.74M
|
-65,493
|
Closed
|
|
|
116
|
Raymond James & Associates
St Petersburg,
Florida
|
–
|
-$366K
|
-13,760
|
Closed
|
|
|
117
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$291K
|
-10,947
|
Closed
|
|
|
118
|
Karp Capital Management
Sausalito,
California
|
–
|
-$278K
|
-10,475
|
Closed
|
|
|
119
|
Sageworth Trust
Lancaster,
Pennsylvania
|
–
|
-$116K
|
-4,350
|
Closed
|
|
|
120
|
Whittier Trust
South Pasadena,
California
|
–
|
-$7K
|
-270
|
Closed
|
|
|
121
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
–
|
-$2K
|
-80
|
Closed
|
|
