|
201
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$14K
|
–
|
–
|
–
|
|
|
202
|
Golden State Wealth Management
Santa Ana,
California
|
$14K
|
+$13.7K
|
+299
|
New
|
|
|
203
|
Lee Financial
Dallas,
Texas
|
$14K
|
+$13.8K
|
+300
|
New
|
|
|
204
|
Aspire Private Capital
Cornelius,
North Carolina
|
$12K
|
-$6.66K
|
-145
|
-35%
|
|
|
205
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$12K
|
-$1.24K
|
-27
|
-10%
|
|
|
206
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$12K
|
–
|
–
|
–
|
|
|
207
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$11K
|
–
|
–
|
–
|
|
|
208
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$7K
|
+$6.99K
|
+152
|
New
|
|
|
209
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$6K
|
-$410K
|
-8,930
|
-99%
|
|
|
210
|
WealthBridge Capital Management
Westerville,
Ohio
|
$6K
|
+$5.79K
|
+126
|
New
|
|
|
211
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$6K
|
+$6.34K
|
+138
|
New
|
|
|
212
|
Riverview Trust Company
Vancouver,
Washington
|
$5K
|
+$5.38K
|
+117
|
New
|
|
|
213
|
Valeo Financial Advisors
Carmel,
Indiana
|
$4K
|
–
|
–
|
–
|
|
|
214
|
William Blair & Company
Chicago,
Illinois
|
$4K
|
–
|
–
|
–
|
|
|
215
|
AllSquare Wealth Management
Albany,
New York
|
$3K
|
–
|
–
|
–
|
|
|
216
|
Barclays
London,
United Kingdom
|
$3K
|
–
|
–
|
–
|
|
|
217
|
SeaCrest Wealth Management
Purchase,
New York
|
$3K
|
–
|
–
|
–
|
|
|
218
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$3K
|
+$3.08K
|
+67
|
New
|
|
|
219
|
Front Row Advisors
Tiburon,
California
|
$2K
|
-$1.93K
|
-42
|
-50%
|
|
|
220
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$2K
|
–
|
–
|
–
|
|
|
221
|
|
–
|
-$94.5M
|
-2,113,000
|
Closed
|
|
|
222
|
Horizon Investments
Charlotte,
North Carolina
|
–
|
-$36.8M
|
-823,155
|
Closed
|
|
|
223
|
RiverFront Investment Group
Richmond,
Virginia
|
–
|
-$21.6M
|
-483,975
|
Closed
|
|
|
224
|
Spinnaker Trust
Portland,
Maine
|
–
|
-$13.4M
|
-299,244
|
Closed
|
|
|
225
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$4.74M
|
-106,095
|
Closed
|
|
