|
151
|
Oak Family Advisors
Chicago,
Illinois
|
$228K
|
–
|
–
|
–
|
|
|
152
|
Beacon Pointe Advisors
Newport Beach,
California
|
$218K
|
+$542
|
+5
|
+0.3%
|
|
|
153
|
Ridgecrest Wealth Partners
Mill Valley,
California
|
$212K
|
+$211K
|
+1,950
|
New
|
|
|
154
|
Evergreen Capital Management
Bellevue,
Washington
|
$207K
|
+$206K
|
+1,900
|
New
|
|
|
155
|
Wealthspire Advisors (New York)
New York
|
$206K
|
+$205K
|
+1,892
|
New
|
|
|
156
|
Transcendent Capital Group
Edmond,
Oklahoma
|
$185K
|
-$529K
|
-4,884
|
-74%
|
|
|
157
|
Comerica Bank
Dallas,
Texas
|
$163K
|
+$163K
|
+1,500
|
New
|
|
|
158
|
Voisard Asset Management Group
Grand Rapids,
Michigan
|
$160K
|
+$160K
|
+1,472
|
New
|
|
|
159
|
Richard W. Paul & Associates
Novi,
Michigan
|
$150K
|
+$20.6K
|
+190
|
+16%
|
|
|
160
|
Westside Investment Management
Santa Monica,
California
|
$119K
|
+$119K
|
+1,100
|
New
|
|
|
161
|
Principal Securities
Des Moines,
Iowa
|
$109K
|
+$108K
|
+1,000
|
New
|
|
|
162
|
Allworth Financial
Folsom,
California
|
$103K
|
–
|
–
|
–
|
|
|
163
|
Castleview Partners
Dallas,
Texas
|
$102K
|
-$7.39M
|
-68,243
|
-99%
|
|
|
164
|
|
$51.9K
|
-$19.1M
|
-175,931
|
-100%
|
|
|
165
|
Kings Path Partners
Sugar Land,
Texas
|
$50.9K
|
–
|
–
|
–
|
|
|
166
|
AssetMark Inc
Concord,
California
|
$32.9K
|
–
|
–
|
–
|
|
|
167
|
Tower Research Capital (TRC)
New York
|
$29K
|
+$28.8K
|
+266
|
New
|
|
|
168
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$22.2K
|
+$22.1K
|
+204
|
New
|
|
|
169
|
Avior Wealth Management
Omaha,
Nebraska
|
$4.25K
|
-$2.71K
|
-25
|
-39%
|
|
|
170
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$3.7K
|
+$3.68K
|
+34
|
New
|
|
|
171
|
Wells Financial Advisors
Framingham,
Massachusetts
|
$3.6K
|
–
|
–
|
–
|
|
|
172
|
Continuum Advisory
Eagle,
Idaho
|
$2.19K
|
+$2.17K
|
+20
|
New
|
|
|
173
|
Dark Forest Capital Management
San Juan,
Puerto Rico
|
–
|
-$5.8M
|
-53,833
|
Closed
|
|
|
174
|
Innova Wealth Partners
Newtown,
Pennsylvania
|
–
|
-$3.4M
|
-31,554
|
Closed
|
|
|
175
|
WealthPLAN Partners
Omaha,
Nebraska
|
–
|
-$3.18M
|
-29,521
|
Closed
|
|
