|
101
|
Rockefeller Capital Management
New York
|
$22K
|
–
|
–
|
–
|
|
|
102
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$20K
|
–
|
–
|
–
|
|
|
103
|
Global Financial Private Client
Sarasota,
Florida
|
$19.7K
|
-$3.85K
|
-130
|
-17%
|
|
|
104
|
American Portfolios Advisors
Holbrook,
New York
|
$19.3K
|
+$266
|
+9
|
+1%
|
|
|
105
|
Private Capital Group
West Hartford,
Connecticut
|
$17K
|
–
|
–
|
–
|
|
|
106
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$16K
|
–
|
–
|
–
|
|
|
107
|
Asset Dedication LLC
San Francisco,
California
|
$13K
|
–
|
–
|
–
|
|
|
108
|
|
$12K
|
+$11.8K
|
+400
|
New
|
|
|
109
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$7K
|
–
|
–
|
–
|
|
|
110
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$5K
|
–
|
–
|
–
|
|
|
111
|
Fidelity Investments
Boston,
Massachusetts
|
$5K
|
+$4.7K
|
+159
|
+7,950%
|
|
|
112
|
Global Financial Private Capital
Sarasota,
Florida
|
$4K
|
–
|
–
|
–
|
|
|
113
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$3K
|
+$2.96K
|
+100
|
New
|
|
|
114
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$2K
|
+$1.98K
|
+67
|
New
|
|
|
115
|
Gradient Investments
Arden Hills,
Minnesota
|
$1K
|
–
|
–
|
–
|
|
|
116
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1K
|
+$118
|
+4
|
New
|
|
|
117
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$776K
|
-27,478
|
Closed
|
|
|
118
|
|
–
|
-$724K
|
-25,418
|
Closed
|
|
|
119
|
Vivaldi Capital Management
Chicago,
Illinois
|
–
|
-$428K
|
-15,049
|
Closed
|
|
|
120
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$395K
|
-13,887
|
Closed
|
|
|
121
|
SWS Partners
Columbus,
Ohio
|
–
|
-$383K
|
-13,469
|
Closed
|
|
|
122
|
Atria Investments
Charlotte,
North Carolina
|
–
|
-$365K
|
-12,810
|
Closed
|
|
|
123
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
–
|
-$307K
|
-10,773
|
Closed
|
|
|
124
|
Wealthspire Advisors (New York)
New York
|
–
|
-$276K
|
-9,680
|
Closed
|
|
|
125
|
Baird Financial Group
Milwaukee,
Wisconsin
|
–
|
-$264K
|
-9,276
|
Closed
|
|
