|
101
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$142K
|
-$4.87M
|
-86,819
|
-97%
|
|
|
102
|
Whittier Trust
South Pasadena,
California
|
$142K
|
-$714K
|
-12,726
|
-83%
|
|
|
103
|
TD Private Client Wealth
New York
|
$89.6K
|
+$72.6K
|
+1,293
|
+379%
|
|
|
104
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$66.5K
|
+$393
|
+7
|
+0.6%
|
|
|
105
|
Wells Fargo
San Francisco,
California
|
$64.3K
|
–
|
–
|
–
|
|
|
106
|
Fidelity Investments
Boston,
Massachusetts
|
$49.9K
|
-$21.1K
|
-375
|
-29%
|
|
|
107
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$33.2K
|
+$34K
|
+605
|
New
|
|
|
108
|
Spire Wealth Management
Mclean,
Virginia
|
$24.6K
|
+$8.42K
|
+150
|
+50%
|
|
|
109
|
Goodwin Investment Advisory
Woodstock,
Georgia
|
$24K
|
+$11.1K
|
+197
|
+82%
|
|
|
110
|
WhitTier Trust Company
Reno,
Nevada
|
$21.9K
|
–
|
–
|
–
|
|
|
111
|
Harbour Investments
Madison,
Wisconsin
|
$19.3K
|
+$56
|
+1
|
+0.3%
|
|
|
112
|
Twin Lakes Capital Management
Redwood Shores,
California
|
$18.3K
|
–
|
–
|
–
|
|
|
113
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$12.3K
|
–
|
–
|
–
|
|
|
114
|
Eagle Bay Advisors
New York
|
$12.1K
|
-$554K
|
-9,865
|
-98%
|
|
|
115
|
Belpointe Asset Management
Reno,
Nevada
|
$9.76K
|
–
|
–
|
–
|
|
|
116
|
Global Retirement Partners
San Rafael,
California
|
$9.23K
|
-$18.9K
|
-337
|
-66%
|
|
|
117
|
Geneos Wealth Management
Englewood,
Colorado
|
$6.96K
|
+$7.13K
|
+127
|
New
|
|
|
118
|
Horan Securities
Cincinnati,
United States
|
$5.04K
|
–
|
–
|
–
|
|
|
119
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$4.39K
|
–
|
–
|
–
|
|
|
120
|
Live Oak Investment Partners
Austin,
Texas
|
$986
|
–
|
–
|
–
|
|
|
121
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$566
|
+$561
|
+10
|
New
|
|
|
122
|
Lee Financial Group Hawaii
Honolulu,
Hawaii
|
–
|
-$15.2M
|
-286,470
|
Closed
|
|
|
123
|
Praesidium Investment Management Company
New York
|
–
|
-$3.87M
|
-72,909
|
Closed
|
|
|
124
|
Curi RMB Capital
Chicago,
Illinois
|
–
|
-$1.12M
|
-21,066
|
Closed
|
|
|
125
|
Atria Investments
Charlotte,
North Carolina
|
–
|
-$1.05M
|
-19,732
|
Closed
|
|
