|
76
|
Tarbox Family Office
Newport Beach,
California
|
$17K
|
–
|
–
|
–
|
|
|
77
|
Macroview Investment Management
Bethesda,
Maryland
|
$12K
|
+$12K
|
+290
|
New
|
|
|
78
|
John W. Brooker & Co
Oakland,
California
|
$11K
|
–
|
–
|
–
|
|
|
79
|
William Blair & Company
Chicago,
Illinois
|
$11K
|
+$10.9K
|
+265
|
New
|
|
|
80
|
|
$9K
|
–
|
–
|
–
|
|
|
81
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$8K
|
–
|
–
|
–
|
|
|
82
|
Meeder Asset Management
Dublin,
Ohio
|
$8K
|
+$8.25K
|
+200
|
New
|
|
|
83
|
Key Financial Inc
West Chester,
Pennsylvania
|
$5K
|
–
|
–
|
–
|
|
|
84
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$4K
|
–
|
–
|
–
|
|
|
85
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3K
|
–
|
–
|
–
|
|
|
86
|
Koshinski Asset Management
Decatur,
Illinois
|
$2.04K
|
–
|
–
|
–
|
|
|
87
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2K
|
–
|
–
|
–
|
|
|
88
|
Albion Financial Group
Salt Lake City,
Utah
|
$1K
|
–
|
–
|
–
|
|
|
89
|
Element Wealth
Ridgeland,
Mississippi
|
$1K
|
–
|
–
|
–
|
|
|
90
|
IMC Chicago
Chicago,
Illinois
|
–
|
-$5.49M
|
-118,975
|
Closed
|
|
|
91
|
Citadel Advisors
Miami,
Florida
|
–
|
-$971K
|
-21,070
|
Closed
|
|
|
92
|
Facet Wealth Inc
Baltimore,
Maryland
|
–
|
-$278K
|
-6,030
|
Closed
|
|
|
93
|
Segment Wealth Management
Houston,
Texas
|
–
|
-$223K
|
-4,830
|
Closed
|
|
|
94
|
Stifel Financial
St. Louis,
Missouri
|
–
|
-$212K
|
-4,595
|
Closed
|
|
|
95
|
MML Investors Services
Springfield,
Massachusetts
|
–
|
-$206K
|
-4,475
|
Closed
|
|
|
96
|
Cetera Advisors
Denver,
Colorado
|
–
|
-$205K
|
-4,440
|
Closed
|
|
|
97
|
AssetMark Inc
Concord,
California
|
–
|
-$134K
|
-3,250
|
-100%
|
|
|
98
|
Optimum Investment Advisors
Chicago,
Illinois
|
–
|
-$69K
|
-1,500
|
Closed
|
|
|
99
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
–
|
-$59K
|
-1,300
|
Closed
|
|
|
100
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
–
|
-$39K
|
-1,000
|
Closed
|
|
