|
101
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$10K
|
–
|
–
|
–
|
|
|
102
|
KWMG LLC
Overland Park,
Kansas
|
$10K
|
+$9.83K
|
+569
|
New
|
|
|
103
|
First Command Bank
Fort Worth,
Texas
|
$9K
|
–
|
–
|
–
|
|
|
104
|
First Command Financial Services
Fort Worth,
Texas
|
$9K
|
–
|
–
|
–
|
|
|
105
|
Westside Investment Management
Santa Monica,
California
|
$8.96K
|
–
|
–
|
–
|
|
|
106
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$5K
|
–
|
–
|
–
|
|
|
107
|
Advisornet Financial
Minnetonka,
Minnesota
|
$4K
|
–
|
–
|
–
|
|
|
108
|
SEI Investments
Oaks,
Pennsylvania
|
$4K
|
+$3.61K
|
+209
|
New
|
|
|
109
|
AllSquare Wealth Management
Albany,
New York
|
$3K
|
–
|
–
|
–
|
|
|
110
|
GHP Investment Advisors
Denver,
Colorado
|
–
|
-$3.35M
|
-197,140
|
Closed
|
|
|
111
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
–
|
-$2.82M
|
-165,598
|
Closed
|
|
|
112
|
|
–
|
-$1.14M
|
-67,087
|
Closed
|
|
|
113
|
Institute for Wealth Management
Denver,
Colorado
|
–
|
-$452K
|
-26,344
|
Closed
|
|
|
114
|
FDx Advisors
Chicago,
Illinois
|
–
|
-$433K
|
-25,461
|
Closed
|
|
|
115
|
Citadel Advisors
Miami,
Florida
|
–
|
-$404K
|
-23,763
|
Closed
|
|
|
116
|
Bank of New York Mellon
New York
|
–
|
-$238K
|
-13,972
|
Closed
|
|
|
117
|
HL Financial Services
Louisville,
Kentucky
|
–
|
-$231K
|
-13,585
|
Closed
|
|
|
118
|
Calton & Associates
Tampa,
Florida
|
–
|
-$230K
|
-13,491
|
Closed
|
|
|
119
|
CIBC World Market
Toronto,
Ontario, Canada
|
–
|
-$191K
|
-11,209
|
Closed
|
|
|
120
|
Shelton Capital Management
Denver,
Colorado
|
–
|
-$188K
|
-11,035
|
Closed
|
|
|
121
|
United Bank (Virginia)
Vienna,
Virginia
|
–
|
-$170K
|
-10,000
|
Closed
|
|
|
122
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
–
|
-$139K
|
-8,306
|
Closed
|
|
|
123
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
–
|
-$66K
|
-3,760
|
Closed
|
|
|
124
|
Central Trust Company
Jefferson City,
Missouri
|
–
|
-$57K
|
-3,359
|
Closed
|
|
|
125
|
Stratos Wealth Partners
Beachwood,
Ohio
|
–
|
-$30K
|
-1,743
|
Closed
|
|
