|
151
|
Caldwell Trust
Venice,
Florida
|
$12.9K
|
+$13.1K
|
+300
|
New
|
|
|
152
|
Private Trust Company
Cleveland,
Ohio
|
$12.1K
|
-$1.14K
|
-26
|
-8%
|
|
|
153
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$12K
|
+$131
|
+3
|
+1%
|
|
|
154
|
Elevation Wealth Partners
Santa Rosa,
California
|
$11K
|
+$11.2K
|
+256
|
New
|
|
|
155
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$8.63K
|
–
|
–
|
–
|
|
|
156
|
Key Financial Inc
West Chester,
Pennsylvania
|
$5.88K
|
–
|
–
|
–
|
|
|
157
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$5.79K
|
–
|
–
|
–
|
|
|
158
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$3.31K
|
–
|
–
|
–
|
|
|
159
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$3.13K
|
–
|
–
|
–
|
|
|
160
|
NBC Securities
Birmingham,
Alabama
|
$2.45K
|
-$2.35M
|
-53,725
|
-100%
|
|
|
161
|
Fidelity Investments
Boston,
Massachusetts
|
$1.24K
|
-$262
|
-6
|
-17%
|
|
|
162
|
Continuum Advisory
Eagle,
Idaho
|
$858
|
–
|
–
|
–
|
|
|
163
|
Collaborative Wealth Management
Lake Mary,
Florida
|
–
|
-$240K
|
-5,360
|
Closed
|
|
|
164
|
Simplicity Wealth
Summit,
New Jersey
|
–
|
-$235K
|
-5,265
|
Closed
|
|
|
165
|
Blue Zone Wealth Advisors
Los Angeles,
California
|
–
|
-$208K
|
-4,649
|
Closed
|
|
|
166
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
–
|
-$206K
|
-4,618
|
Closed
|
|
|
167
|
Atria Wealth Solutions
New York
|
–
|
-$203K
|
-4,541
|
Closed
|
|
|
168
|
Sequoia Financial Advisors
Akron,
Ohio
|
–
|
-$202K
|
-4,527
|
Closed
|
|
|
169
|
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
–
|
-$34K
|
-762
|
Closed
|
|
|
170
|
Clear Point Advisors
Melville,
New York
|
–
|
-$33.8K
|
-756
|
Closed
|
|
|
171
|
Aptus Capital Advisors
Fairhope,
Alabama
|
–
|
-$14.9K
|
-334
|
Closed
|
|
|
172
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
–
|
-$14.9K
|
-334
|
Closed
|
|
|
173
|
WR Wealth Planners
Columbia,
Missouri
|
–
|
-$9.75K
|
-218
|
Closed
|
|
|
174
|
Anfield Capital Management
Irvine,
California
|
–
|
-$6.97K
|
-156
|
Closed
|
|
|
175
|
Principal Securities
Des Moines,
Iowa
|
–
|
-$1.43K
|
-32
|
Closed
|
|
