|
201
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$40K
|
–
|
–
|
–
|
|
|
202
|
Macroview Investment Management
Bethesda,
Maryland
|
$25.7K
|
+$25K
|
+741
|
New
|
|
|
203
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$23K
|
+$13.9K
|
+412
|
+162%
|
|
|
204
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$18.3K
|
-$34
|
-1
|
-0.2%
|
|
|
205
|
Global Retirement Partners
San Rafael,
California
|
$14.9K
|
–
|
–
|
–
|
|
|
206
|
Anfield Capital Management
Irvine,
California
|
$11.8K
|
–
|
–
|
–
|
|
|
207
|
Coppell Advisory Solutions
Coppell,
Texas
|
$11.5K
|
+$11.2K
|
+332
|
New
|
|
|
208
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$11.2K
|
+$10.9K
|
+323
|
New
|
|
|
209
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$10.4K
|
–
|
–
|
–
|
|
|
210
|
Legend Financial Advisors
Pittsburgh,
Pennsylvania
|
$9.81K
|
–
|
–
|
–
|
|
|
211
|
Caldwell Trust
Venice,
Florida
|
$6.13K
|
–
|
–
|
–
|
|
|
212
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$3.47K
|
+$3.37K
|
+100
|
New
|
|
|
213
|
Larson Financial Group
St Louis,
Missouri
|
$659
|
–
|
–
|
–
|
|
|
214
|
Lincoln National Corp
Radnor,
Pennsylvania
|
–
|
-$3.67M
|
-109,113
|
Closed
|
|
|
215
|
Lloyd Advisory Services
Suwanee,
Georgia
|
–
|
-$1.44M
|
-40,179
|
Closed
|
|
|
216
|
FWG Investments
Lexington,
Kentucky
|
–
|
-$522K
|
-15,526
|
Closed
|
|
|
217
|
Alera Investment Advisors
Deerfield,
Illinois
|
–
|
-$518K
|
-15,430
|
Closed
|
|
|
218
|
GeoWealth Management
Chicago,
Illinois
|
–
|
-$348K
|
-10,357
|
Closed
|
|
|
219
|
Accuvest Global Advisors
Provo,
Utah
|
–
|
-$336K
|
-10,005
|
Closed
|
|
|
220
|
Chicago Partners Investment Group
Chicago,
Illinois
|
–
|
-$270K
|
-8,173
|
Closed
|
|
|
221
|
Transform Wealth
Greenwood Village,
Colorado
|
–
|
-$268K
|
-7,966
|
Closed
|
|
|
222
|
Csenge Advisory Group
Clearwater,
Florida
|
–
|
-$252K
|
-7,504
|
Closed
|
|
|
223
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
–
|
-$207K
|
-6,151
|
Closed
|
|
|
224
|
Brown Brothers Harriman & Co
New York
|
–
|
-$129K
|
-3,840
|
Closed
|
|
|
225
|
|
–
|
-$13.9K
|
-472
|
Closed
|
|
