|
201
|
Enterprise Trust & Investment
Los Gatos,
California
|
$56K
|
–
|
–
|
–
|
|
|
202
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$53K
|
–
|
–
|
–
|
|
|
203
|
Avior Wealth Management
Omaha,
Nebraska
|
$47K
|
-$4.83K
|
-81
|
-8%
|
|
|
204
|
Halpern Financial
Ashburn,
Virginia
|
$42.4K
|
–
|
–
|
–
|
|
|
205
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$40K
|
+$47.3K
|
+792
|
New
|
|
|
206
|
Lazard Asset Management
New York
|
$33K
|
-$30.6K
|
-513
|
-43%
|
|
|
207
|
Lindbrook Capital
Calabasas,
California
|
$28K
|
-$3.22K
|
-54
|
-9%
|
|
|
208
|
Nachman Norwood & Parrott
Greenville,
South Carolina
|
$23K
|
+$27.9K
|
+468
|
New
|
|
|
209
|
Evoke Wealth
Los Angeles,
California
|
$21K
|
–
|
–
|
–
|
|
|
210
|
Cordasco Financial Network
Naples,
Florida
|
$20K
|
+$537
|
+9
|
+2%
|
|
|
211
|
Arlington Partners
Birmingham,
Alabama
|
$15K
|
–
|
–
|
–
|
|
|
212
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$11K
|
–
|
–
|
–
|
|
|
213
|
RBC Europe
London,
United Kingdom
|
$9.03K
|
–
|
–
|
–
|
|
|
214
|
Jeppson Wealth Management
Manhattan Beach,
California
|
$9K
|
+$10.7K
|
+180
|
New
|
|
|
215
|
Prospera Financial Services
Dallas,
Texas
|
$9K
|
+$10.7K
|
+180
|
New
|
|
|
216
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$5K
|
–
|
–
|
–
|
|
|
217
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$4K
|
+$4.3K
|
+72
|
New
|
|
|
218
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$1K
|
–
|
–
|
–
|
|
|
219
|
IFP Advisors
Tampa,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
220
|
Waratah Capital Advisors
Toronto,
Ontario, Canada
|
–
|
-$11.5M
|
-173,709
|
Closed
|
|
|
221
|
Deep Basin Capital
Stamford,
Connecticut
|
–
|
-$7.11M
|
-107,532
|
Closed
|
|
|
222
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
-$6.58M
|
-99,585
|
Closed
|
|
|
223
|
Atlas Principals
Charlotte,
North Carolina
|
–
|
-$3.03M
|
-45,900
|
Closed
|
|
|
224
|
Permanens Capital
New York
|
–
|
-$2.14M
|
-32,400
|
Closed
|
|
|
225
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
–
|
-$1.26M
|
-18,990
|
Closed
|
|
