|
1001
|
Clearstead Trust
Portland,
Maine
|
$6K
|
+$6.47K
|
+126
|
New
|
|
|
1002
|
LifePlan Financial Group
Dayton,
Ohio
|
$5K
|
–
|
–
|
–
|
|
|
1003
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$5K
|
–
|
–
|
–
|
|
|
1004
|
Omnia Family Wealth
Aventura,
Florida
|
$5K
|
–
|
–
|
–
|
|
|
1005
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$5K
|
+$2.46K
|
+48
|
+76%
|
|
|
1006
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$5K
|
+$5.13K
|
+100
|
New
|
|
|
1007
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$5K
|
+$5.7K
|
+111
|
New
|
|
|
1008
|
Next Financial Group
Houston,
Texas
|
$5K
|
+$5.7K
|
+111
|
New
|
|
|
1009
|
West Oak Capital
Westlake Village,
California
|
$4.22K
|
+$4.46K
|
+87
|
New
|
|
|
1010
|
Baystate Wealth Management
Boston,
Massachusetts
|
$4K
|
–
|
–
|
–
|
|
|
1011
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$4K
|
–
|
–
|
–
|
|
|
1012
|
WP Advisors
San Francisco,
California
|
$4K
|
+$51
|
+1
|
+1%
|
|
|
1013
|
WESPAC Advisors SoCal
Pasadena,
California
|
$4K
|
+$5.13K
|
+100
|
New
|
|
|
1014
|
Smith Group Asset Management
Dallas,
Texas
|
$3K
|
-$10.3K
|
-200
|
-74%
|
|
|
1015
|
WealthTrust-Arizona
Scottsdale,
Arizona
|
$2K
|
–
|
–
|
–
|
|
|
1016
|
Krilogy Financial
St. Louis,
Missouri
|
$2K
|
+$1.8K
|
+35
|
New
|
|
|
1017
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$2K
|
+$1.9K
|
+37
|
New
|
|
|
1018
|
MV Capital Management
Bethesda,
Maryland
|
$2K
|
+$2.57K
|
+50
|
New
|
|
|
1019
|
Rampart Investment Management
Hartford,
Connecticut
|
$1.32K
|
-$23.5K
|
-458
|
-2%
|
|
|
1020
|
Fidelity International
Hamilton,
Bermuda
|
$1K
|
+$1.18K
|
+23
|
New
|
|
|
1021
|
Centaurus Financial
Anaheim,
California
|
$565
|
-$736K
|
-14,339
|
-100%
|
|
|
1022
|
Welch Group
Birmingham,
Alabama
|
$290
|
+$47.7K
|
+929
|
+18%
|
|
|
1023
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$216
|
+$13.6K
|
+265
|
+6%
|
|
|
1024
|
Front Row Advisors
Tiburon,
California
|
$65
|
–
|
–
|
–
|
|
|
1025
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
–
|
-$36.8M
|
-730,108
|
Closed
|
|
