|
101
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$20K
|
–
|
–
|
–
|
|
|
102
|
First Bank & Trust
Brookings,
South Dakota
|
$15K
|
–
|
–
|
–
|
|
|
103
|
Accel Wealth Management
Waverly,
Iowa
|
$15K
|
+$14.8K
|
+500
|
New
|
|
|
104
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$13K
|
–
|
–
|
–
|
|
|
105
|
Advanced Asset Management Advisors
Dublin,
Ohio
|
$10K
|
+$9.45K
|
+320
|
New
|
|
|
106
|
West Oak Capital
Westlake Village,
California
|
$9K
|
–
|
–
|
–
|
|
|
107
|
Washington Trust
Westerly,
Rhode Island
|
$5K
|
-$9.9K
|
-335
|
-67%
|
|
|
108
|
William Blair & Company
Chicago,
Illinois
|
$5K
|
–
|
–
|
–
|
|
|
109
|
Parallel Advisors
San Francisco,
California
|
$4K
|
–
|
–
|
–
|
|
|
110
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$4K
|
+$3.84K
|
+130
|
New
|
|
|
111
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3K
|
–
|
–
|
–
|
|
|
112
|
Lee Financial
Dallas,
Texas
|
$3K
|
–
|
–
|
–
|
|
|
113
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
–
|
-$2.31M
|
-80,965
|
Closed
|
|
|
114
|
|
–
|
-$660K
|
-23,095
|
Closed
|
|
|
115
|
Arete Wealth Advisors
Chicago,
Illinois
|
–
|
-$510K
|
-17,805
|
Closed
|
|
|
116
|
BCS Wealth Management
Johnson City,
Tennessee
|
–
|
-$249K
|
-8,710
|
Closed
|
|
|
117
|
F3Logic
Burnsville,
Minnesota
|
–
|
-$48.6K
|
-1,700
|
Closed
|
|
|
118
|
Weaver Consulting Group
Huntington Beach,
California
|
–
|
-$47K
|
-1,625
|
Closed
|
|
|
119
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
–
|
-$38K
|
-1,335
|
Closed
|
|
|
120
|
Sowell Financial Services
North Little Rock,
Arkansas
|
–
|
-$14K
|
-475
|
Closed
|
|
|
121
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
–
|
-$11K
|
-375
|
Closed
|
|
|
122
|
US Bancorp
Minneapolis,
Minnesota
|
–
|
-$6K
|
-200
|
Closed
|
|
|
123
|
Advisornet Financial
Minnetonka,
Minnesota
|
–
|
-$3.4K
|
-115
|
Closed
|
|
