|
101
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$43K
|
+$41.9K
|
+741
|
New
|
|
|
102
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$40K
|
–
|
–
|
–
|
|
|
103
|
LifePlan Financial Group
Dayton,
Ohio
|
$32K
|
+$31.2K
|
+551
|
New
|
|
|
104
|
Black Swift Group
Boulder,
Colorado
|
$29K
|
-$28.3K
|
-500
|
-50%
|
|
|
105
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$22.6K
|
–
|
–
|
–
|
|
|
106
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$17K
|
-$278K
|
-4,920
|
-94%
|
|
|
107
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$13K
|
–
|
–
|
–
|
|
|
108
|
Geneos Wealth Management
Englewood,
Colorado
|
$12K
|
+$4.07K
|
+72
|
+51%
|
|
|
109
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$7K
|
–
|
–
|
–
|
|
|
110
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$5K
|
–
|
–
|
–
|
|
|
111
|
AssetMark Inc
Concord,
California
|
$4K
|
-$39.4M
|
-696,586
|
-100%
|
|
|
112
|
Fidelity Investments
Boston,
Massachusetts
|
$2K
|
-$9.34K
|
-165
|
-86%
|
|
|
113
|
|
$2K
|
–
|
–
|
–
|
|
|
114
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1K
|
–
|
–
|
–
|
|
|
115
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$573K
|
-10,387
|
Closed
|
|
|
116
|
Boys Arnold & Co
Asheville,
North Carolina
|
–
|
-$384K
|
-6,960
|
Closed
|
|
|
117
|
Focus Financial Network
Minneapolis,
Minnesota
|
–
|
-$259K
|
-4,695
|
Closed
|
|
|
118
|
Next Financial Group
Houston,
Texas
|
–
|
-$107K
|
-1,945
|
Closed
|
|
|
119
|
Penserra Capital Management
Orinda,
California
|
–
|
-$47K
|
-855
|
Closed
|
|
|
120
|
BDO Wealth Advisors
Jacksonville,
Florida
|
–
|
-$25K
|
-450
|
Closed
|
|
|
121
|
Gradient Investments
Arden Hills,
Minnesota
|
–
|
-$3K
|
-56
|
Closed
|
|
|
122
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$2K
|
-45
|
Closed
|
|
|
123
|
Aspire Private Capital
Cornelius,
North Carolina
|
–
|
-$2K
|
-31
|
Closed
|
|
