|
126
|
Sandy Spring Bank
Olney,
Maryland
|
$997
|
–
|
–
|
–
|
|
|
127
|
Aventura Private Wealth
Aventura,
Florida
|
$831
|
+$885
|
+100
|
New
|
|
|
128
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$581
|
+$619
|
+70
|
New
|
|
|
129
|
Coppell Advisory Solutions
Coppell,
Texas
|
$331
|
–
|
–
|
–
|
|
|
130
|
Huntington National Bank
Columbus,
Ohio
|
$83
|
–
|
–
|
–
|
|
|
131
|
Sollinda Capital Management
Miami,
Florida
|
–
|
-$1.6M
|
-178,630
|
Closed
|
|
|
132
|
Atria Wealth Solutions
New York
|
–
|
-$1.46M
|
-162,100
|
Closed
|
|
|
133
|
Mutual Advisors
Omaha,
Nebraska
|
–
|
-$1.28M
|
-136,080
|
Closed
|
|
|
134
|
Perigon Wealth Management
San Francisco,
California
|
–
|
-$320K
|
-35,660
|
Closed
|
|
|
135
|
L.M. Kohn & Company
Cincinnati,
Ohio
|
–
|
-$300K
|
-33,370
|
Closed
|
|
|
136
|
Kestra Advisory Services
Austin,
Texas
|
–
|
-$245K
|
-27,300
|
Closed
|
|
|
137
|
PFG Advisors
Phoenix,
Arizona
|
–
|
-$220K
|
-24,500
|
Closed
|
|
|
138
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
–
|
-$209K
|
-23,310
|
Closed
|
|
|
139
|
Fort Point Capital Partners
San Francisco,
California
|
–
|
-$207K
|
-23,000
|
Closed
|
|
|
140
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
–
|
-$202K
|
-22,530
|
Closed
|
|
|
141
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
–
|
-$90.5K
|
-8,500
|
Closed
|
|
|
142
|
Global Retirement Partners
San Rafael,
California
|
–
|
-$35.9K
|
-4,000
|
Closed
|
|
|
143
|
Highline Wealth Partners
Sherman Oaks,
California
|
–
|
-$35.9K
|
-4,000
|
Closed
|
|
|
144
|
Financial Management Professionals
Austin,
Texas
|
–
|
-$18K
|
-2,000
|
Closed
|
|
|
145
|
International Assets Investment Management
Orlando,
Florida
|
–
|
-$11.9K
|
-1,320
|
Closed
|
|
|
146
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
–
|
-$6.02K
|
-670
|
Closed
|
|
|
147
|
Paladin Wealth
Arden Hills,
Minnesota
|
–
|
-$5.48K
|
-610
|
Closed
|
|
|
148
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
–
|
-$2.15K
|
-240
|
Closed
|
|
