|
101
|
Avion Wealth
The Woodlands,
Texas
|
$11K
|
–
|
–
|
–
|
|
|
102
|
The Family Firm
Bethesda,
Maryland
|
$9.75K
|
+$9.71K
|
+130
|
New
|
|
|
103
|
Naples Money Management
Naples,
Florida
|
$8.39K
|
+$8.52K
|
+114
|
New
|
|
|
104
|
CoreCap Advisors
Southfield,
Michigan
|
$7.93K
|
+$75
|
+1
|
+1%
|
|
|
105
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$7.61K
|
+$2.76K
|
+37
|
+58%
|
|
|
106
|
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
$7K
|
+$5.6K
|
+75
|
+375%
|
|
|
107
|
Element Wealth
Ridgeland,
Mississippi
|
$6.07K
|
+$6.05K
|
+81
|
New
|
|
|
108
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$4.75K
|
+$3.66K
|
+49
|
+350%
|
|
|
109
|
Triad Wealth Partners
Lawrence,
Kansas
|
$4.72K
|
+$4.71K
|
+63
|
New
|
|
|
110
|
Creative Financial Designs
Kokomo,
Indiana
|
$4.5K
|
–
|
–
|
–
|
|
|
111
|
Farther Finance Advisors
San Francisco,
California
|
$3.53K
|
–
|
–
|
–
|
|
|
112
|
POM Investment Strategies
Raleigh,
North Carolina
|
$3.52K
|
+$3.51K
|
+47
|
New
|
|
|
113
|
WR Wealth Planners
Columbia,
Missouri
|
$2.92K
|
–
|
–
|
–
|
|
|
114
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$2.55K
|
–
|
–
|
–
|
|
|
115
|
Caitlin John
Brighton,
Michigan
|
$2.1K
|
–
|
–
|
–
|
|
|
116
|
Archer Investment Corporation
Carmel,
Indiana
|
$1.97K
|
–
|
–
|
–
|
|
|
117
|
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
|
$1.43K
|
–
|
–
|
–
|
|
|
118
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$737
|
-$1.49K
|
-20
|
-67%
|
|
|
119
|
Horizon Investments
Charlotte,
North Carolina
|
$300
|
-$374
|
-5
|
-56%
|
|
|
120
|
Huntington National Bank
Columbus,
Ohio
|
$75
|
–
|
–
|
–
|
|
|
121
|
Camelot Portfolios
Maumee,
Ohio
|
$74
|
+$75
|
+1
|
New
|
|
|
122
|
Brown Brothers Harriman & Co
New York
|
$15
|
–
|
–
|
–
|
|
|
123
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
–
|
-$111M
|
-1,400,000
|
Closed
|
|
|
124
|
Mizuho Securities USA
New York
|
–
|
-$75M
|
-950,000
|
Closed
|
|
|
125
|
British Columbia Investment Management
Victoria,
British Columbia, Canada
|
–
|
-$18M
|
-227,563
|
Closed
|
|
