|
501
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$2K
|
–
|
–
|
–
|
|
|
502
|
Cromwell Holdings
Jackson,
Wyoming
|
$1.84K
|
–
|
–
|
–
|
|
|
503
|
Fortitude Family Office
Scottsdale,
Arizona
|
$1.84K
|
–
|
–
|
–
|
|
|
504
|
Albion Financial Group
Salt Lake City,
Utah
|
$1.29K
|
–
|
–
|
–
|
|
|
505
|
Rialto Wealth Management
Syracuse,
New York
|
$1.29K
|
+$189
|
+1
|
+17%
|
|
|
506
|
Caitong International Asset Management
Hong Kong
|
$1.29K
|
+$1.32K
|
+7
|
New
|
|
|
507
|
Cloud Capital Management
Seattle,
Washington
|
$1K
|
+$1.7K
|
+9
|
New
|
|
|
508
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$921
|
–
|
–
|
–
|
|
|
509
|
Guerra Advisors
Miami,
Florida
|
$921
|
+$943
|
+5
|
New
|
|
|
510
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$896
|
+$755
|
+4
|
+36%
|
|
|
511
|
Hughes Financial Services
Herndon,
Virginia
|
$761
|
–
|
–
|
–
|
|
|
512
|
Binnacle Investments
Urbandale,
Iowa
|
$737
|
–
|
–
|
–
|
|
|
513
|
Financial Management Professionals
Austin,
Texas
|
$737
|
–
|
–
|
–
|
|
|
514
|
SJS Investment Consulting
Sylvania,
Ohio
|
$737
|
–
|
–
|
–
|
|
|
515
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$736
|
+$189
|
+1
|
+33%
|
|
|
516
|
Physician Wealth Advisors
Midvale,
Utah
|
$553
|
+$566
|
+3
|
New
|
|
|
517
|
CVA Family Office
Denver,
Colorado
|
$552
|
–
|
–
|
–
|
|
|
518
|
HFM Investment Advisors
Glassboro,
New Jersey
|
$552
|
–
|
–
|
–
|
|
|
519
|
Tortoise Investment Management
White Plains,
New York
|
$552
|
+$189
|
+1
|
+50%
|
|
|
520
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$369
|
–
|
–
|
–
|
|
|
521
|
TFC Financial Management
Boston,
Massachusetts
|
$185
|
–
|
–
|
–
|
|
|
522
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$184
|
+$189
|
+1
|
New
|
|
|
523
|
|
–
|
-$191M
|
-1,003,387
|
Closed
|
|
|
524
|
Granite Investment Partners
El Segundo,
California
|
–
|
-$19.1M
|
-100,421
|
Closed
|
|
|
525
|
Nomura Holdings
Tokyo,
Japan
|
–
|
-$9.88M
|
-52,040
|
Closed
|
|
