|
201
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$19K
|
–
|
–
|
–
|
|
|
202
|
Central Trust Company
Jefferson City,
Missouri
|
$15K
|
-$2.15K
|
-100
|
-13%
|
|
|
203
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$12K
|
–
|
–
|
–
|
|
|
204
|
Community Bank
Dewitt,
New York
|
$12K
|
–
|
–
|
–
|
|
|
205
|
Cornerstone Capital Management Holdings
New York
|
$12K
|
+$12.8K
|
+595
|
New
|
|
|
206
|
Tortoise Investment Management
White Plains,
New York
|
$10K
|
+$9.45K
|
+440
|
New
|
|
|
207
|
Cutler Group
San Francisco,
California
|
$9K
|
–
|
–
|
–
|
|
|
208
|
Acadian Asset Management
Boston,
Massachusetts
|
$9K
|
+$8.91K
|
+415
|
New
|
|
|
209
|
Cornerstone Advisors (Washington)
Bellevue,
Washington
|
$7K
|
-$902
|
-42
|
-11%
|
|
|
210
|
North Star Investment Management
Chicago,
Illinois
|
$6K
|
–
|
–
|
–
|
|
|
211
|
Smith Group Asset Management
Dallas,
Texas
|
$6K
|
–
|
–
|
–
|
|
|
212
|
AssetMark Inc
Concord,
California
|
$4K
|
–
|
–
|
–
|
|
|
213
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$3K
|
-$353K
|
-16,418
|
-99%
|
|
|
214
|
Proficio Capital Partners
Newton,
Massachusetts
|
$3K
|
–
|
–
|
–
|
|
|
215
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$2K
|
–
|
–
|
–
|
|
|
216
|
TCI Wealth Advisors
Tucson,
Arizona
|
$2K
|
–
|
–
|
–
|
|
|
217
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$2K
|
–
|
–
|
–
|
|
|
218
|
Sutton Wealth Advisors
Tampa,
Florida
|
$762
|
–
|
–
|
–
|
|
|
219
|
Wilsey Asset Management
San Diego,
California
|
–
|
-$3.87M
|
-179,748
|
Closed
|
|
|
220
|
Sterling Capital Management
Charlotte,
North Carolina
|
–
|
-$1.48M
|
-68,488
|
Closed
|
|
|
221
|
Global Endowment Management
Charlotte,
North Carolina
|
–
|
-$896K
|
-41,600
|
Closed
|
|
|
222
|
|
–
|
-$652K
|
-30,263
|
Closed
|
|
|
223
|
BOK Financial Private Wealth
Denver,
Colorado
|
–
|
-$273K
|
-12,673
|
Closed
|
|
|
224
|
TLP Group
Evanston,
Illinois
|
–
|
-$243K
|
-11,291
|
Closed
|
|
|
225
|
Neuberger Berman Group
New York
|
–
|
-$236K
|
-10,951
|
Closed
|
|
