|
701
|
Solstein Capital
Menlo Park,
California
|
$626
|
–
|
–
|
–
|
|
|
702
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$626
|
–
|
–
|
–
|
|
|
703
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
$626
|
+$670
|
+3
|
New
|
|
|
704
|
Coppell Advisory Solutions
Coppell,
Texas
|
$620
|
–
|
–
|
–
|
|
|
705
|
Valued Wealth Advisors
Holladay,
Utah
|
$418
|
–
|
–
|
–
|
|
|
706
|
BOK Financial Private Wealth
Denver,
Colorado
|
$418
|
+$447
|
+2
|
New
|
|
|
707
|
WealthTrak Capital Management
Virginia Beach,
Virginia
|
$418
|
+$447
|
+2
|
New
|
|
|
708
|
CoreCap Advisors
Southfield,
Michigan
|
$417
|
-$2.68K
|
-12
|
-86%
|
|
|
709
|
Sanctuary Wealth Management
Pocatello,
Idaho
|
$417
|
–
|
–
|
–
|
|
|
710
|
Tucker Asset Management
Littleton,
Colorado
|
$417
|
–
|
–
|
–
|
|
|
711
|
Principia Wealth Advisory
Dallas,
Texas
|
$417
|
+$447
|
+2
|
New
|
|
|
712
|
Winnow Wealth
Waco,
Texas
|
$332
|
+$447
|
+2
|
New
|
|
|
713
|
Core Alternative Capital
Peachtree Corners,
Georgia
|
$209
|
–
|
–
|
–
|
|
|
714
|
WestEnd Advisors
Charlotte,
North Carolina
|
$209
|
–
|
–
|
–
|
|
|
715
|
Aspect Partners
Fairfax,
Virginia
|
$209
|
+$223
|
+1
|
New
|
|
|
716
|
Global Financial Private Client
Sarasota,
Florida
|
$209
|
+$223
|
+1
|
New
|
|
|
717
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$209
|
+$223
|
+1
|
New
|
|
|
718
|
Parkworth Wealth Management
Los Gatos,
California
|
$209
|
+$223
|
+1
|
New
|
|
|
719
|
Swan Capital
Pensacola,
Florida
|
$209
|
+$223
|
+1
|
New
|
|
|
720
|
Whipplewood Advisors
Littleton,
Colorado
|
$209
|
+$223
|
+1
|
New
|
|
|
721
|
Darwin Wealth Management
Tampa,
Florida
|
$208
|
-$447
|
-2
|
-67%
|
|
|
722
|
Chesapeake Asset Management
New York
|
$208
|
–
|
–
|
–
|
|
|
723
|
ORG Wealth Partners
Dallas,
Texas
|
$208
|
–
|
–
|
–
|
|
|
724
|
Sands Capital Management
Arlington,
Virginia
|
–
|
-$204M
|
-800,408
|
Closed
|
|
|
725
|
Champlain Investment Partners
Burlington,
Vermont
|
–
|
-$136M
|
-534,629
|
Closed
|
|
