|
101
|
Principal Securities
Des Moines,
Iowa
|
$24.9K
|
–
|
–
|
–
|
|
|
102
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$21.7K
|
–
|
–
|
–
|
|
|
103
|
Tompkins Financial
Ithaca,
New York
|
$21.7K
|
–
|
–
|
–
|
|
|
104
|
Tortoise Investment Management
White Plains,
New York
|
$19.2K
|
–
|
–
|
–
|
|
|
105
|
GoalVest Advisory
New York
|
$17.8K
|
+$16.8K
|
+410
|
New
|
|
|
106
|
Goodman Advisory Group
Needham,
Massachusetts
|
$13.3K
|
+$8.58K
|
+210
|
+216%
|
|
|
107
|
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
|
$10.4K
|
–
|
–
|
–
|
|
|
108
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$9.99K
|
–
|
–
|
–
|
|
|
109
|
Evermay Wealth Management
Arlington,
Virginia
|
$6.95K
|
–
|
–
|
–
|
|
|
110
|
SOA Wealth Advisors
New York
|
$6.95K
|
–
|
–
|
–
|
|
|
111
|
Whittier Trust
South Pasadena,
California
|
$6.73K
|
–
|
–
|
–
|
|
|
112
|
Private Trust Company
Cleveland,
Ohio
|
$6.13K
|
–
|
–
|
–
|
|
|
113
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$5.65K
|
-$15.2K
|
-371
|
-74%
|
|
|
114
|
Farther Finance Advisors
San Francisco,
California
|
$5K
|
–
|
–
|
–
|
|
|
115
|
Jamison Private Wealth Management
Milton,
Georgia
|
$4.65K
|
+$4.37K
|
+107
|
New
|
|
|
116
|
Creative Financial Designs
Kokomo,
Indiana
|
$4.13K
|
–
|
–
|
–
|
|
|
117
|
Founders Capital Management (Texas)
Houston,
Texas
|
$4.13K
|
–
|
–
|
–
|
|
|
118
|
WR Wealth Planners
Columbia,
Missouri
|
$4.13K
|
–
|
–
|
–
|
|
|
119
|
ORG Wealth Partners
Dallas,
Texas
|
$4.04K
|
+$3.8K
|
+93
|
New
|
|
|
120
|
Asset Dedication LLC
San Francisco,
California
|
$3.91K
|
–
|
–
|
–
|
|
|
121
|
Frazier Financial Advisors
Columbus,
Ohio
|
$2.35K
|
–
|
–
|
–
|
|
|
122
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$2.17K
|
+$2.04K
|
+50
|
New
|
|
|
123
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$174
|
+$163
|
+4
|
New
|
|
|
124
|
Planning Capital Management Corporation
Paoli,
Pennsylvania
|
$131
|
–
|
–
|
–
|
|
|
125
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$1.45M
|
-35,401
|
Closed
|
|
