|
101
|
Parallel Advisors
San Francisco,
California
|
$17K
|
+$136
|
+2
|
+0.7%
|
|
|
102
|
Rockefeller Capital Management
New York
|
$12K
|
–
|
–
|
–
|
|
|
103
|
Castleview Partners
Dallas,
Texas
|
$10.2K
|
+$13.1K
|
+193
|
+394%
|
|
|
104
|
Fidelity Investments
Boston,
Massachusetts
|
$9K
|
-$30.6K
|
-449
|
-75%
|
|
|
105
|
Avion Wealth
The Woodlands,
Texas
|
$9K
|
–
|
–
|
–
|
|
|
106
|
CoreCap Advisors
Southfield,
Michigan
|
$9K
|
+$10.3K
|
+151
|
New
|
|
|
107
|
UMB Bank
Kansas City,
Missouri
|
$6K
|
–
|
–
|
–
|
|
|
108
|
Steward Partners Investment Advisory
New York
|
$6K
|
+$68
|
+1
|
+1%
|
|
|
109
|
Venture Visionary Partners
Sylvania,
Ohio
|
$4.77K
|
+$5.58K
|
+82
|
New
|
|
|
110
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$4K
|
-$7.28M
|
-106,986
|
-100%
|
|
|
111
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$3.78K
|
–
|
–
|
–
|
|
|
112
|
Private Trust Company
Cleveland,
Ohio
|
$3K
|
+$2.99K
|
+44
|
New
|
|
|
113
|
Raleigh Capital Management
Cary,
North Carolina
|
$2K
|
-$408
|
-6
|
-16%
|
|
|
114
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$2K
|
–
|
–
|
–
|
|
|
115
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$1.63K
|
–
|
–
|
–
|
|
|
116
|
Montag & Associates
Atlanta,
Georgia
|
$1K
|
–
|
–
|
–
|
|
|
117
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$1K
|
+$817
|
+12
|
New
|
|
|
118
|
SG3 Management
Dorado,
Puerto Rico
|
–
|
-$9.44M
|
-125,000
|
Closed
|
|
|
119
|
Cavalier Investments
Alpharetta,
Georgia
|
–
|
-$4.44M
|
-58,738
|
Closed
|
|
|
120
|
FOCUS Wealth Advisors
Houston,
Texas
|
–
|
-$3M
|
-39,731
|
Closed
|
|
|
121
|
Caption Management
Oklahoma City,
Oklahoma
|
–
|
-$2.4M
|
-31,750
|
Closed
|
|
|
122
|
Capula Management
Grand Cayman,
Cayman Islands
|
–
|
-$903K
|
-11,950
|
Closed
|
|
|
123
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
–
|
-$619K
|
-8,200
|
Closed
|
|
|
124
|
Secure Asset Management
Troy,
Michigan
|
–
|
-$360K
|
-4,764
|
Closed
|
|
|
125
|
Truist Financial
Charlotte,
North Carolina
|
–
|
-$318K
|
-4,211
|
Closed
|
|
