|
126
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$20K
|
–
|
–
|
–
|
|
|
127
|
First Horizon Advisors
Memphis,
Tennessee
|
$19K
|
-$15K
|
-543
|
-40%
|
|
|
128
|
BNC Wealth Management
Beaverton,
Oregon
|
$18K
|
+$22.1K
|
+800
|
New
|
|
|
129
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$16K
|
–
|
–
|
–
|
|
|
130
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$14K
|
–
|
–
|
–
|
|
|
131
|
Archer Investment Corporation
Carmel,
Indiana
|
$13.4K
|
+$16K
|
+580
|
New
|
|
|
132
|
US Bancorp
Minneapolis,
Minnesota
|
$13K
|
+$1.27K
|
+46
|
+9%
|
|
|
133
|
HC Financial Advisors
Lafayette,
California
|
$12K
|
–
|
–
|
–
|
|
|
134
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$11.4K
|
+$12.4K
|
+450
|
New
|
|
|
135
|
Lenox Wealth Advisors
New York
|
$10K
|
–
|
–
|
–
|
|
|
136
|
Prospera Financial Services
Dallas,
Texas
|
$10K
|
+$12.3K
|
+445
|
New
|
|
|
137
|
John W. Brooker & Co
Oakland,
California
|
$8K
|
–
|
–
|
–
|
|
|
138
|
Pin Oak Investment Advisors
Houston,
Texas
|
$8K
|
–
|
–
|
–
|
|
|
139
|
TFO Wealth Partners
Maumee,
Ohio
|
$8K
|
+$4K
|
+145
|
+67%
|
|
|
140
|
Pathstone Family Office
Englewood,
New Jersey
|
$7K
|
+$8.66K
|
+314
|
New
|
|
|
141
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$6K
|
-$3.09K
|
-112
|
-32%
|
|
|
142
|
Sandy Spring Bank
Olney,
Maryland
|
$4K
|
+$138
|
+5
|
+3%
|
|
|
143
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$4K
|
+$5.13K
|
+186
|
New
|
|
|
144
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$3K
|
-$1.16K
|
-42
|
-23%
|
|
|
145
|
Steward Partners Investment Advisory
New York
|
$3K
|
+$4K
|
+145
|
New
|
|
|
146
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1K
|
-$1.6K
|
-58
|
-57%
|
|
|
147
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$1K
|
–
|
–
|
–
|
|
|
148
|
Westwood Holdings Group
Dallas,
Texas
|
–
|
-$6.62M
|
-183,543
|
Closed
|
|
|
149
|
Copeland Capital Management
Conshohocken,
Pennsylvania
|
–
|
-$3.82M
|
-105,898
|
Closed
|
|
|
150
|
HITE Hedge Asset Management
Braintree,
Massachusetts
|
–
|
-$2.99M
|
-82,891
|
Closed
|
|
