|
101
|
Front Row Advisors
Tiburon,
California
|
$40K
|
–
|
–
|
–
|
|
|
102
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$38K
|
–
|
–
|
–
|
|
|
103
|
Geneos Wealth Management
Englewood,
Colorado
|
$38K
|
–
|
–
|
–
|
|
|
104
|
Fidelity Investments
Boston,
Massachusetts
|
$38K
|
+$37.4K
|
+988
|
New
|
|
|
105
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$30K
|
-$1.7K
|
-45
|
-5%
|
|
|
106
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$28K
|
-$97.9K
|
-2,584
|
-78%
|
|
|
107
|
Lion Street Advisors
Austin,
Texas
|
$19K
|
+$18.9K
|
+500
|
New
|
|
|
108
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$17K
|
-$26.4K
|
-697
|
-61%
|
|
|
109
|
Bison Wealth
Atlanta,
Georgia
|
$14K
|
+$14.2K
|
+375
|
New
|
|
|
110
|
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
|
$10K
|
–
|
–
|
–
|
|
|
111
|
CX Institutional
Auburn,
Indiana
|
$7K
|
–
|
–
|
–
|
|
|
112
|
Advisory Services Network
Atlanta,
Georgia
|
$7K
|
+$7.23K
|
+191
|
New
|
|
|
113
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$5K
|
–
|
–
|
–
|
|
|
114
|
SVB Wealth
Boston,
Massachusetts
|
$3K
|
+$3.22K
|
+85
|
New
|
|
|
115
|
Running Point Capital Advisors
El Segundo,
California
|
$2K
|
–
|
–
|
–
|
|
|
116
|
|
$2K
|
+$985
|
+26
|
+104%
|
|
|
117
|
Wealth Quarterback
Toms River,
New Jersey
|
$2K
|
+$1.14K
|
+30
|
New
|
|
|
118
|
Paragon Wealth Strategies
Jacksonville,
Florida
|
$2K
|
+$1.82K
|
+48
|
New
|
|
|
119
|
Rockefeller Capital Management
New York
|
$2K
|
+$2.65K
|
+70
|
New
|
|
|
120
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$1K
|
+$1.06K
|
+28
|
New
|
|
|
121
|
1832 Asset Management
Toronto,
Ontario, Canada
|
–
|
-$2.69M
|
-91,800
|
Closed
|
|
|
122
|
Atria Investments
Charlotte,
North Carolina
|
–
|
-$1.69M
|
-45,814
|
Closed
|
|
|
123
|
Barclays
London,
United Kingdom
|
–
|
-$438K
|
-11,899
|
Closed
|
|
|
124
|
Tower Wealth Partners
Lewisburg,
Pennsylvania
|
–
|
-$400K
|
-10,868
|
Closed
|
|
|
125
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
–
|
-$284K
|
-7,717
|
Closed
|
|
