|
201
|
US Bancorp
Minneapolis,
Minnesota
|
$22K
|
–
|
–
|
–
|
|
|
202
|
Central Trust Company
Jefferson City,
Missouri
|
$21K
|
–
|
–
|
–
|
|
|
203
|
PrairieView Partners
St. Paul,
Minnesota
|
$20K
|
–
|
–
|
–
|
|
|
204
|
Franklin Resources
San Mateo,
California
|
$19K
|
–
|
–
|
–
|
|
|
205
|
Kelly Financial Services
Braintree,
Massachusetts
|
$17.9K
|
–
|
–
|
–
|
|
|
206
|
D'Orazio & Associates
Falls Church,
Virginia
|
$15K
|
+$15.7K
|
+243
|
New
|
|
|
207
|
Allworth Financial
Folsom,
California
|
$10K
|
–
|
–
|
–
|
|
|
208
|
Liberty Wealth Management
Oakland,
California
|
$10K
|
–
|
–
|
–
|
|
|
209
|
Private Capital Group
West Hartford,
Connecticut
|
$9K
|
–
|
–
|
–
|
|
|
210
|
ADE LLC
Baltimore,
Maryland
|
$8K
|
-$14.8K
|
-230
|
-65%
|
|
|
211
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$8K
|
–
|
–
|
–
|
|
|
212
|
Asset Dedication LLC
San Francisco,
California
|
$8K
|
+$8.7K
|
+135
|
New
|
|
|
213
|
SignatureFD
Atlanta,
Georgia
|
$6K
|
–
|
–
|
–
|
|
|
214
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$4K
|
+$4.06K
|
+63
|
New
|
|
|
215
|
AllSquare Wealth Management
Albany,
New York
|
$3K
|
–
|
–
|
–
|
|
|
216
|
|
$3K
|
–
|
–
|
–
|
|
|
217
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$3K
|
–
|
–
|
–
|
|
|
218
|
Parallel Advisors
San Francisco,
California
|
$2K
|
-$4.83K
|
-75
|
-75%
|
|
|
219
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$2K
|
+$129
|
+2
|
New
|
|
|
220
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$2K
|
+$2.13K
|
+33
|
New
|
|
|
221
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$1K
|
–
|
–
|
–
|
|
|
222
|
Hantz Financial Services
Southfield,
Michigan
|
$1K
|
–
|
–
|
–
|
|
|
223
|
Westside Investment Management
Santa Monica,
California
|
$6
|
–
|
–
|
–
|
|
|
224
|
Banco Santander
Madrid,
Spain
|
–
|
-$3.79M
|
-59,857
|
Closed
|
|
|
225
|
Advisor Resource Council
Dallas,
Texas
|
–
|
-$1.15M
|
-18,202
|
Closed
|
|
