|
101
|
Tanglewood Legacy Advisors
Houston,
Texas
|
$50K
|
–
|
–
|
–
|
|
|
102
|
Golden State Equity Partners
South Coast Metro,
California
|
$49.1K
|
+$49.1K
|
+465
|
New
|
|
|
103
|
|
$41.7K
|
+$41.7K
|
+395
|
New
|
|
|
104
|
Belpointe Asset Management
Reno,
Nevada
|
$31.5K
|
+$31.5K
|
+298
|
New
|
|
|
105
|
Bell Investment Advisors
Oakland,
California
|
$22.6K
|
–
|
–
|
–
|
|
|
106
|
Venturi Wealth Management
Austin,
Texas
|
$13.6K
|
–
|
–
|
–
|
|
|
107
|
US Bancorp
Minneapolis,
Minnesota
|
$7.82K
|
–
|
–
|
–
|
|
|
108
|
Farther Finance Advisors
San Francisco,
California
|
$6.02K
|
–
|
–
|
–
|
|
|
109
|
Tidemark
San Diego,
California
|
$5.08K
|
+$5.07K
|
+48
|
New
|
|
|
110
|
Spire Wealth Management
Mclean,
Virginia
|
$4.44K
|
+$4.44K
|
+42
|
New
|
|
|
111
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.9K
|
+$1.9K
|
+18
|
New
|
|
|
112
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$1.63K
|
–
|
–
|
–
|
|
|
113
|
Fidelity Investments
Boston,
Massachusetts
|
$986
|
-$3.38K
|
-32
|
-78%
|
|
|
114
|
SignatureFD
Atlanta,
Georgia
|
$166
|
–
|
–
|
–
|
|
|
115
|
|
–
|
-$5.79M
|
-54,864
|
Closed
|
|
|
116
|
Flow Traders U.S.
New York
|
–
|
-$4.76M
|
-45,171
|
Closed
|
|
|
117
|
Win Advisors
Palm Beach Gardens,
Florida
|
–
|
-$2.74M
|
-25,985
|
Closed
|
|
|
118
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$912K
|
-8,651
|
Closed
|
|
|
119
|
Adapt Wealth Advisors
Atlanta,
Georgia
|
–
|
-$361K
|
-3,427
|
Closed
|
|
|
120
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$328K
|
-3,100
|
Closed
|
|
|
121
|
KeyBank National Association
Cleveland,
Ohio
|
–
|
-$315K
|
-2,990
|
Closed
|
|
|
122
|
Global Retirement Partners
San Rafael,
California
|
–
|
-$303K
|
-2,875
|
Closed
|
|
|
123
|
Advisory Alpha
Holland,
Michigan
|
–
|
-$222K
|
-2,103
|
Closed
|
|
|
124
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
–
|
-$200K
|
-1,898
|
Closed
|
|
|
125
|
Triad Wealth Partners
Lawrence,
Kansas
|
–
|
-$81.6K
|
-774
|
Closed
|
|
