|
201
|
Clear Point Advisors
Melville,
New York
|
$152K
|
–
|
–
|
–
|
|
|
202
|
Evergreen Private Wealth
Greenwood Village,
Colorado
|
$143K
|
-$218K
|
-5,534
|
-61%
|
|
|
203
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$138K
|
–
|
–
|
–
|
|
|
204
|
PFS Partners
Mine Hill,
New Jersey
|
$116K
|
–
|
–
|
–
|
|
|
205
|
UBS Group
Zurich,
Switzerland
|
$101K
|
+$38.3K
|
+973
|
+63%
|
|
|
206
|
Triad Wealth Partners
Lawrence,
Kansas
|
$88.6K
|
+$86.6K
|
+2,202
|
New
|
|
|
207
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$80.5K
|
–
|
–
|
–
|
|
|
208
|
Macroview Investment Management
Bethesda,
Maryland
|
$75.1K
|
–
|
–
|
–
|
|
|
209
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$56.3K
|
–
|
–
|
–
|
|
|
210
|
AssetMark Inc
Concord,
California
|
$32.2K
|
–
|
–
|
–
|
|
|
211
|
JDM Financial Group
Austin,
Texas
|
$19.4K
|
–
|
–
|
–
|
|
|
212
|
Allworth Financial
Folsom,
California
|
$13.7K
|
+$7.99K
|
+203
|
+149%
|
|
|
213
|
Anfield Capital Management
Irvine,
California
|
$12.2K
|
–
|
–
|
–
|
|
|
214
|
Caldwell Trust
Venice,
Florida
|
$6.36K
|
–
|
–
|
–
|
|
|
215
|
HM Payson & Co
Portland,
Maine
|
$3.78K
|
+$3.7K
|
+94
|
New
|
|
|
216
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$2.25K
|
+$2.2K
|
+56
|
New
|
|
|
217
|
Wells Fargo
San Francisco,
California
|
$2.25K
|
+$2.2K
|
+56
|
New
|
|
|
218
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$1.61K
|
–
|
–
|
–
|
|
|
219
|
Rothschild Investment LLC
Chicago,
Illinois
|
$644
|
–
|
–
|
–
|
|
|
220
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$121
|
+$118
|
+3
|
New
|
|
|
221
|
Lincoln National Corp
Radnor,
Pennsylvania
|
–
|
-$29.7M
|
-760,263
|
Closed
|
|
|
222
|
|
–
|
-$14.4M
|
-366,965
|
Closed
|
|
|
223
|
Brown Wealth Management
Naperville,
Illinois
|
–
|
-$3.98M
|
-101,719
|
Closed
|
|
|
224
|
Private Client Services
Louisville,
Kentucky
|
–
|
-$2.2M
|
-56,181
|
Closed
|
|
|
225
|
3EDGE Asset Management
Naples,
Florida
|
–
|
-$2.19M
|
-56,094
|
Closed
|
|
