|
301
|
PlanVest Financial
Gaithersburg,
Maryland
|
$2.23K
|
–
|
–
|
–
|
|
|
302
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.84K
|
-$115K
|
-7,436
|
-98%
|
|
|
303
|
Hughes Financial Services
Herndon,
Virginia
|
$1.59K
|
–
|
–
|
–
|
|
|
304
|
Crews Bank & Trust
Wauchula,
Florida
|
$1.21K
|
+$1.44K
|
+93
|
New
|
|
|
305
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$1.15K
|
-$962
|
-62
|
-41%
|
|
|
306
|
Bessemer Group
Woodbridge,
New Jersey
|
$1K
|
–
|
–
|
–
|
|
|
307
|
AssetMark Inc
Concord,
California
|
$520
|
+$621
|
+40
|
New
|
|
|
308
|
Mosley Wealth Management
Anaheim,
California
|
$177
|
+$217
|
+14
|
New
|
|
|
309
|
Russell Investments Group
London,
United Kingdom
|
$26
|
–
|
–
|
–
|
|
|
310
|
BSW Wealth Partners
Boulder,
Colorado
|
–
|
-$8.89M
|
-534,972
|
Closed
|
|
|
311
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
–
|
-$6.89M
|
-414,859
|
Closed
|
|
|
312
|
Investor's Fiduciary Advisor Network
Snoqualmie,
Washington
|
–
|
-$707K
|
-42,596
|
Closed
|
|
|
313
|
Boston Partners
Boston,
Massachusetts
|
–
|
-$665K
|
-40,019
|
Closed
|
|
|
314
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
–
|
-$546K
|
-32,859
|
Closed
|
|
|
315
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
–
|
-$521K
|
-31,338
|
Closed
|
|
|
316
|
LongView Wealth Management
Atlanta,
Georgia
|
–
|
-$511K
|
-30,776
|
Closed
|
|
|
317
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
–
|
-$498K
|
-29,980
|
Closed
|
|
|
318
|
Intelligence Driven Advisers
Carlsbad,
California
|
–
|
-$463K
|
-27,845
|
Closed
|
|
|
319
|
Acorn Financial Advisory Services
Reston,
Virginia
|
–
|
-$401K
|
-24,119
|
Closed
|
|
|
320
|
Concorde Asset Management
Ann Arbor,
Michigan
|
–
|
-$379K
|
-22,796
|
Closed
|
|
|
321
|
Hilltop Holdings
Dallas,
Texas
|
–
|
-$326K
|
-19,628
|
Closed
|
|
|
322
|
Beto Financial Group
Boise,
Idaho
|
–
|
-$279K
|
-17,264
|
Closed
|
|
|
323
|
First Trust Advisors
Wheaton,
Illinois
|
–
|
-$233K
|
-14,034
|
Closed
|
|
|
324
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
–
|
-$222K
|
-13,374
|
Closed
|
|
|
325
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
–
|
-$222K
|
-13,358
|
Closed
|
|
