|
201
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$27.5K
|
–
|
–
|
–
|
|
|
202
|
Trifecta Capital Advisors
Northbrook,
Illinois
|
$22K
|
–
|
–
|
–
|
|
|
203
|
NBC Securities
Birmingham,
Alabama
|
$18.3K
|
–
|
–
|
–
|
|
|
204
|
Anfield Capital Management
Irvine,
California
|
$14K
|
–
|
–
|
–
|
|
|
205
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$12.9K
|
–
|
–
|
–
|
|
|
206
|
Elevated Capital Advisors
Sandy,
Utah
|
$7.53K
|
+$7.41K
|
+185
|
New
|
|
|
207
|
Steward Partners Investment Advisory
New York
|
$4.89K
|
–
|
–
|
–
|
|
|
208
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$2.33K
|
+$2.28K
|
+57
|
New
|
|
|
209
|
Triumph Capital Management
Denver,
Colorado
|
$1.67K
|
+$1.64K
|
+41
|
New
|
|
|
210
|
AssetMark Inc
Concord,
California
|
$1.51K
|
–
|
–
|
–
|
|
|
211
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
–
|
-$13.1M
|
-330,755
|
Closed
|
|
|
212
|
Caprock Group
Boise,
Idaho
|
–
|
-$12.3M
|
-316,545
|
Closed
|
|
|
213
|
Stephens Inc
Little Rock,
Arkansas
|
–
|
-$3.39M
|
-85,380
|
Closed
|
|
|
214
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
–
|
-$952K
|
-23,976
|
Closed
|
|
|
215
|
Keystone Wealth Services
Palm Desert,
California
|
–
|
-$920K
|
-23,170
|
Closed
|
|
|
216
|
GTS Securities
Miami,
Florida
|
–
|
-$453K
|
-11,401
|
Closed
|
|
|
217
|
Leigh Baldwin & Co
Cazenovia,
New York
|
–
|
-$405K
|
-10,200
|
Closed
|
|
|
218
|
Strategic Blueprint
Atlanta,
Georgia
|
–
|
-$402K
|
-10,141
|
Closed
|
|
|
219
|
Sequent Planning
Omaha,
Nebraska
|
–
|
-$340K
|
-8,564
|
Closed
|
|
|
220
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
–
|
-$317K
|
-7,980
|
Closed
|
|
|
221
|
NovaPoint Capital
Atlanta,
Georgia
|
–
|
-$306K
|
-7,702
|
Closed
|
|
|
222
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
–
|
-$214K
|
-5,384
|
Closed
|
|
|
223
|
Signal Advisors Wealth
Detroit,
Michigan
|
–
|
-$208K
|
-5,237
|
Closed
|
|
|
224
|
Wells Fargo
San Francisco,
California
|
–
|
-$23.8K
|
-599
|
Closed
|
|
