|
76
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$233K
|
–
|
–
|
–
|
|
|
77
|
Harbour Investments
Madison,
Wisconsin
|
$213K
|
+$213K
|
+4,301
|
New
|
|
|
78
|
Belpointe Asset Management
Reno,
Nevada
|
$156K
|
-$9.6K
|
-194
|
-6%
|
|
|
79
|
Anchor Investment Management
Columbia,
South Carolina
|
$49.6K
|
+$49.5K
|
+1,000
|
New
|
|
|
80
|
|
$40K
|
-$1.08M
|
-21,901
|
-96%
|
|
|
81
|
American Portfolios Advisors
Holbrook,
New York
|
$30.5K
|
–
|
–
|
–
|
|
|
82
|
US Bancorp
Minneapolis,
Minnesota
|
$29K
|
–
|
–
|
–
|
|
|
83
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$25K
|
-$121K
|
-2,439
|
-83%
|
|
|
84
|
Clearview Wealth Advisors
Salem,
Oregon
|
$25K
|
-$8.91K
|
-180
|
-26%
|
|
|
85
|
Fidelity Investments
Boston,
Massachusetts
|
$25K
|
+$25.4K
|
+513
|
New
|
|
|
86
|
St. James Investment Advisors
Port Jefferson,
New York
|
$14K
|
-$24.7K
|
-500
|
-65%
|
|
|
87
|
Covington Capital Management
Los Angeles,
California
|
$12K
|
–
|
–
|
–
|
|
|
88
|
Allianz Asset Management
Munich,
Germany
|
$11K
|
+$148
|
+3
|
+1%
|
|
|
89
|
Westside Investment Management
Santa Monica,
California
|
$2K
|
+$396K
|
+8,000
|
+25%
|
|
|
90
|
First National Corp
Rockland,
Massachusetts
|
–
|
-$2.73M
|
-54,524
|
Closed
|
|
|
91
|
Klingenstein Fields & Co
New York
|
–
|
-$1.95M
|
-38,924
|
Closed
|
|
|
92
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
–
|
-$622K
|
-12,453
|
Closed
|
|
|
93
|
Landmark Wealth Management (New York)
Melville,
New York
|
–
|
-$616K
|
-12,323
|
Closed
|
|
|
94
|
Weatherly Asset Management
Del Mar,
California
|
–
|
-$421K
|
-8,425
|
Closed
|
|
|
95
|
Prospera Financial Services
Dallas,
Texas
|
–
|
-$377K
|
-7,541
|
Closed
|
|
|
96
|
Citadel Advisors
Miami,
Florida
|
–
|
-$334K
|
-6,678
|
Closed
|
|
|
97
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
–
|
-$265K
|
-5,300
|
Closed
|
|
|
98
|
Evergreen Capital Management
Bellevue,
Washington
|
–
|
-$250K
|
-5,000
|
Closed
|
|
|
99
|
Gray Wealth Management
Bangor,
Maine
|
–
|
-$228K
|
-4,561
|
Closed
|
|
|
100
|
Private Ocean
San Rafael,
California
|
–
|
-$97K
|
-1,950
|
Closed
|
|
