|
101
|
Compass Financial Services
West Des Moines,
Iowa
|
$112K
|
-$6.97K
|
-373
|
-6%
|
|
|
102
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$93.5K
|
–
|
–
|
–
|
|
|
103
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$77K
|
–
|
–
|
–
|
|
|
104
|
Private Trust Company
Cleveland,
Ohio
|
$63.8K
|
-$14.9K
|
-798
|
-19%
|
|
|
105
|
Huntington National Bank
Columbus,
Ohio
|
$51.3K
|
–
|
–
|
–
|
|
|
106
|
|
$46.2K
|
-$239K
|
-12,803
|
-84%
|
|
|
107
|
Asset Dedication LLC
San Francisco,
California
|
$33.3K
|
+$33.3K
|
+1,780
|
New
|
|
|
108
|
US Bancorp
Minneapolis,
Minnesota
|
$29.9K
|
–
|
–
|
–
|
|
|
109
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$27.4K
|
-$21.8K
|
-1,166
|
-44%
|
|
|
110
|
Steward Partners Investment Advisory
New York
|
$25.1K
|
+$25.1K
|
+1,340
|
New
|
|
|
111
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$10K
|
-$1.65K
|
-88
|
-14%
|
|
|
112
|
Matthew Hamilton Rosenberg
|
$9.26K
|
–
|
–
|
–
|
|
|
113
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$3.46K
|
–
|
–
|
–
|
|
|
114
|
Caldwell Trust
Venice,
Florida
|
$3.03K
|
+$3.03K
|
+162
|
New
|
|
|
115
|
Fidelity Investments
Boston,
Massachusetts
|
$608
|
+$617
|
+33
|
New
|
|
|
116
|
BNP Paribas Financial Markets
Paris,
France
|
$561
|
-$3.63K
|
-194
|
-87%
|
|
|
117
|
Delta Investment Management
San Francisco,
California
|
–
|
-$1.47M
|
-78,860
|
Closed
|
|
|
118
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
–
|
-$1.15M
|
-61,735
|
Closed
|
|
|
119
|
Laidlaw Wealth Management
New York City,
New York
|
–
|
-$747K
|
-40,160
|
Closed
|
|
|
120
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
–
|
-$434K
|
-23,335
|
Closed
|
|
|
121
|
Belpointe Asset Management
Reno,
Nevada
|
–
|
-$203K
|
-10,969
|
Closed
|
|
|
122
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
–
|
-$18.6K
|
-1,000
|
Closed
|
|
|
123
|
Geneos Wealth Management
Englewood,
Colorado
|
–
|
-$14.8K
|
-794
|
Closed
|
|
