|
101
|
Financial Management Professionals
Austin,
Texas
|
$4K
|
–
|
–
|
–
|
|
|
102
|
Realta Investment Advisors
Wilmington,
Delaware
|
$4K
|
+$3.81K
|
+79
|
New
|
|
|
103
|
Bellwether Advisors
Lincoln,
Nebraska
|
$2K
|
–
|
–
|
–
|
|
|
104
|
AssetMark Inc
Concord,
California
|
$1K
|
–
|
–
|
–
|
|
|
105
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1K
|
–
|
–
|
–
|
|
|
106
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$1K
|
+$1.4K
|
+29
|
New
|
|
|
107
|
GM Advisory Group
Melville,
New York
|
–
|
-$19.1M
|
-395,803
|
Closed
|
|
|
108
|
Astoria Portfolio Advisors
New York
|
–
|
-$1.31M
|
-27,125
|
Closed
|
|
|
109
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
–
|
-$269K
|
-5,565
|
Closed
|
|
|
110
|
Truist Financial
Charlotte,
North Carolina
|
–
|
-$204K
|
-4,231
|
Closed
|
|
|
111
|
Montecito Bank & Trust
Santa Barbara,
California
|
–
|
-$201K
|
-4,174
|
Closed
|
|
|
112
|
Central Trust Company
Jefferson City,
Missouri
|
–
|
-$97K
|
-2,010
|
Closed
|
|
|
113
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
–
|
-$90K
|
-1,867
|
Closed
|
|
|
114
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
–
|
-$76K
|
-1,570
|
Closed
|
|
|
115
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$51K
|
-1,044
|
Closed
|
|
|
116
|
Rockefeller Capital Management
New York
|
–
|
-$21K
|
-446
|
Closed
|
|
|
117
|
Steward Financial Group
Colleyville,
Texas
|
–
|
-$8K
|
-182
|
Closed
|
|
|
118
|
Fairfield, Bush & Co
Darien,
Connecticut
|
–
|
-$5K
|
-100
|
Closed
|
|
|
119
|
Chilton Capital Management
Houston,
Texas
|
–
|
-$2K
|
-46
|
Closed
|
|
|
120
|
MTM Investment Management
Spartanburg,
South Carolina
|
–
|
-$1K
|
-30
|
Closed
|
|
|
121
|
Venture Visionary Partners
Sylvania,
Ohio
|
–
|
-$1.35K
|
-28
|
Closed
|
|
|
122
|
Avior Wealth Management
Omaha,
Nebraska
|
–
|
+$965
|
+20
|
New
|
|
