|
201
|
Steward Partners Investment Advisory
New York
|
$11K
|
–
|
–
|
–
|
|
|
202
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$11K
|
+$3.89K
|
+882
|
+65%
|
|
|
203
|
Rockefeller Capital Management
New York
|
$7K
|
-$1.42K
|
-322
|
-17%
|
|
|
204
|
Evoke Wealth
Los Angeles,
California
|
$6K
|
–
|
–
|
–
|
|
|
205
|
Prospera Financial Services
Dallas,
Texas
|
$4K
|
+$1.8K
|
+409
|
+91%
|
|
|
206
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$3.39K
|
-$567K
|
-128,576
|
-99%
|
|
|
207
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$3K
|
–
|
–
|
–
|
|
|
208
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$3K
|
–
|
–
|
–
|
|
|
209
|
Glassman Wealth Services
Vienna,
Virginia
|
$2K
|
-$1.98K
|
-448
|
-55%
|
|
|
210
|
Bessemer Group
Woodbridge,
New Jersey
|
$2K
|
–
|
–
|
–
|
|
|
211
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$2K
|
+$1.76K
|
+400
|
New
|
|
|
212
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$1K
|
-$4.46K
|
-1,010
|
-83%
|
|
|
213
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$1K
|
-$1.13K
|
-255
|
-65%
|
|
|
214
|
Concord Wealth Partners
Abingdon,
Virginia
|
$1K
|
-$984
|
-223
|
-68%
|
|
|
215
|
Ancora Advisors
Cleveland,
Ohio
|
$1K
|
–
|
–
|
–
|
|
|
216
|
Aspire Private Capital
Cornelius,
North Carolina
|
$1K
|
–
|
–
|
–
|
|
|
217
|
City State Bank
Norwalk,
Iowa
|
$1K
|
–
|
–
|
–
|
|
|
218
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$1K
|
–
|
–
|
–
|
|
|
219
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$1K
|
–
|
–
|
–
|
|
|
220
|
Blue Trust Inc
Alpharetta,
Georgia
|
$1K
|
+$710
|
+161
|
New
|
|
|
221
|
Allworth Financial
Folsom,
California
|
$1K
|
+$975
|
+221
|
New
|
|
|
222
|
FNY Investment Advisers
New York
|
$1K
|
+$1.32K
|
+300
|
New
|
|
|
223
|
Venture Visionary Partners
Sylvania,
Ohio
|
$502
|
+$441
|
+100
|
New
|
|
|
224
|
Raffa Wealth Management
Washington,
District of Columbia
|
$291
|
–
|
–
|
–
|
|
|
225
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
–
|
-$32.8M
|
-6,735,840
|
Closed
|
|
