|
201
|
Delta Asset Management
Memphis,
Tennessee
|
$26K
|
-$2.18K
|
-50
|
-8%
|
|
|
202
|
Ironwood Financial
Tucson,
Arizona
|
$21K
|
–
|
–
|
–
|
|
|
203
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$18K
|
+$18.1K
|
+417
|
New
|
|
|
204
|
SRH Advisors
Salina,
Kansas
|
$15K
|
–
|
–
|
–
|
|
|
205
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$12K
|
-$114K
|
-2,621
|
-90%
|
|
|
206
|
American State Bank (Iowa)
Sioux Center,
Iowa
|
$11.1K
|
–
|
–
|
–
|
|
|
207
|
Montag & Associates
Atlanta,
Georgia
|
$9K
|
+$8.71K
|
+200
|
New
|
|
|
208
|
Goodwin Investment Advisory
Woodstock,
Georgia
|
$8K
|
–
|
–
|
–
|
|
|
209
|
North Star Investment Management
Chicago,
Illinois
|
$8K
|
–
|
–
|
–
|
|
|
210
|
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
$8K
|
–
|
–
|
–
|
|
|
211
|
Macroview Investment Management
Bethesda,
Maryland
|
$8K
|
+$4.26K
|
+98
|
+107%
|
|
|
212
|
AllSquare Wealth Management
Albany,
New York
|
$5K
|
–
|
–
|
–
|
|
|
213
|
Next Financial Group
Houston,
Texas
|
$5K
|
–
|
–
|
–
|
|
|
214
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$5K
|
+$131
|
+3
|
+3%
|
|
|
215
|
Private Capital Group
West Hartford,
Connecticut
|
$4K
|
–
|
–
|
–
|
|
|
216
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$3K
|
–
|
–
|
–
|
|
|
217
|
Rain Capital Management
Lake Oswego,
Oregon
|
$3K
|
–
|
–
|
–
|
|
|
218
|
Savior LLC
Wellesley Hills,
Massachusetts
|
$3K
|
–
|
–
|
–
|
|
|
219
|
IronBridge Private Wealth
Austin,
Texas
|
$1K
|
-$5.02M
|
-115,441
|
-100%
|
|
|
220
|
FourThought Financial
Venice,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
221
|
Ranch Capital Advisors
Sarasota,
Florida
|
$1K
|
+$1.09K
|
+25
|
+167%
|
|
|
222
|
Simplicity Solutions
Minneapolis,
Minnesota
|
–
|
-$39.6M
|
-916,950
|
Closed
|
|
|
223
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
–
|
-$4.88M
|
-113,015
|
Closed
|
|
|
224
|
Renaissance Technologies
New York
|
–
|
-$1.84M
|
-42,700
|
Closed
|
|
|
225
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
–
|
-$1.09M
|
-25,174
|
Closed
|
|
