|
201
|
Truvestments Capital
Sarasota,
Florida
|
$72K
|
–
|
–
|
–
|
|
|
202
|
|
$70K
|
–
|
–
|
–
|
|
|
203
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$70K
|
–
|
–
|
–
|
|
|
204
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$66.5K
|
+$22.7K
|
+541
|
+54%
|
|
|
205
|
AlphaCore Capital
La Jolla,
California
|
$64.4K
|
–
|
–
|
–
|
|
|
206
|
MMA Asset Management
Conshohocken,
Pennsylvania
|
$55.8K
|
–
|
–
|
–
|
|
|
207
|
Geneos Wealth Management
Englewood,
Colorado
|
$45.6K
|
+$44.5K
|
+1,061
|
New
|
|
|
208
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
$45.1K
|
+$44K
|
+1,050
|
New
|
|
|
209
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$28.8K
|
+$28.1K
|
+670
|
New
|
|
|
210
|
Integrity Financial
Cheyenne,
Wyoming
|
$27.7K
|
–
|
–
|
–
|
|
|
211
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$26.8K
|
-$589K
|
-14,047
|
-96%
|
|
|
212
|
Brown Brothers Harriman & Co
New York
|
$24.3K
|
–
|
–
|
–
|
|
|
213
|
PFS Partners
Mine Hill,
New Jersey
|
$21.5K
|
–
|
–
|
–
|
|
|
214
|
Trifecta Capital Advisors
Northbrook,
Illinois
|
$17.2K
|
–
|
–
|
–
|
|
|
215
|
Trust Company
Manhattan,
Kansas
|
$16.4K
|
–
|
–
|
–
|
|
|
216
|
Anfield Capital Management
Irvine,
California
|
$14.1K
|
–
|
–
|
–
|
|
|
217
|
SJS Investment Consulting
Sylvania,
Ohio
|
$12.5K
|
-$461
|
-11
|
-4%
|
|
|
218
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
$5K
|
-$5.03K
|
-120
|
-49%
|
|
|
219
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$1.2K
|
-$461
|
-11
|
-28%
|
|
|
220
|
UBS Group
Zurich,
Switzerland
|
–
|
-$2.16M
|
-52,920
|
Closed
|
|
|
221
|
Cape Investment Advisory
Mcdonough,
Georgia
|
–
|
-$1.68M
|
-41,151
|
Closed
|
|
|
222
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$1.3M
|
-31,677
|
Closed
|
|
|
223
|
Arete Wealth Advisors
Chicago,
Illinois
|
–
|
-$783K
|
-19,150
|
Closed
|
|
|
224
|
M Holdings Securities
Portland,
Oregon
|
–
|
-$485K
|
-11,872
|
Closed
|
|
|
225
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
–
|
-$398K
|
-9,734
|
Closed
|
|
