|
201
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$9K
|
–
|
–
|
–
|
|
|
202
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$7K
|
–
|
–
|
–
|
|
|
203
|
Tradewinds Capital Management
Bellingham,
Washington
|
$7K
|
–
|
–
|
–
|
|
|
204
|
Financial Gravity Companies
Lakeway,
Texas
|
$7K
|
+$6.47K
|
+204
|
New
|
|
|
205
|
Gemmer Asset Management
Walnut Creek,
California
|
$6K
|
–
|
–
|
–
|
|
|
206
|
BB&T Investment Services
Charlotte,
North Carolina
|
$6K
|
+$3.65K
|
+115
|
+140%
|
|
|
207
|
IHT Wealth Management
Chicago,
Illinois
|
$5K
|
–
|
–
|
–
|
|
|
208
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$5K
|
–
|
–
|
–
|
|
|
209
|
Bessemer Group
Woodbridge,
New Jersey
|
$4K
|
–
|
–
|
–
|
|
|
210
|
Parallel Advisors
San Francisco,
California
|
$4K
|
–
|
–
|
–
|
|
|
211
|
RPG Investment Advisory
Pleasanton,
California
|
$4K
|
–
|
–
|
–
|
|
|
212
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$4K
|
+$3.17K
|
+100
|
+1,000%
|
|
|
213
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$4K
|
+$3.77K
|
+119
|
New
|
|
|
214
|
SEI Investments
Oaks,
Pennsylvania
|
$3K
|
-$888
|
-28
|
-25%
|
|
|
215
|
IFP Advisors
Tampa,
Florida
|
$3K
|
-$603
|
-19
|
-16%
|
|
|
216
|
Brown Brothers Harriman & Co
New York
|
$3K
|
+$3.17K
|
+100
|
New
|
|
|
217
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$2K
|
-$3.33K
|
-105
|
-70%
|
|
|
218
|
Willingdon Wealth Management
Huntersville,
North Carolina
|
$2K
|
-$2.38K
|
-75
|
-60%
|
|
|
219
|
American Portfolios Advisors
Holbrook,
New York
|
$1.1K
|
+$1.05K
|
+33
|
New
|
|
|
220
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$1K
|
-$8.88K
|
-280
|
-86%
|
|
|
221
|
Advisors Asset Management
Monument,
Colorado
|
$1K
|
–
|
–
|
–
|
|
|
222
|
Delta Asset Management
Memphis,
Tennessee
|
$1K
|
–
|
–
|
–
|
|
|
223
|
Valeo Financial Advisors
Carmel,
Indiana
|
$1K
|
–
|
–
|
–
|
|
|
224
|
Sentinel Asset Management
Montpelier,
Vermont
|
–
|
-$10.9M
|
-381,646
|
Closed
|
|
|
225
|
Wasatch Advisors
Salt Lake City,
Utah
|
–
|
-$5.4M
|
-188,613
|
Closed
|
|
