|
201
|
Heritage Financial Services
Westwood,
Massachusetts
|
$23K
|
+$25.4K
|
+1,036
|
New
|
|
|
202
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$19K
|
+$15.5K
|
+632
|
+311%
|
|
|
203
|
Intelligent Financial Strategies
Excelsior,
Minnesota
|
$19K
|
+$20K
|
+815
|
New
|
|
|
204
|
Private Ocean
San Rafael,
California
|
$17K
|
+$122
|
+5
|
+0.7%
|
|
|
205
|
Schubert & Co
Mckinney,
Texas
|
$16K
|
+$1.1K
|
+45
|
+7%
|
|
|
206
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$15K
|
+$16.7K
|
+683
|
+34,150%
|
|
|
207
|
Operose Advisors
Milwaukee,
Wisconsin
|
$12K
|
+$73
|
+3
|
+0.6%
|
|
|
208
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$11.7K
|
–
|
–
|
–
|
|
|
209
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$10K
|
-$1.34M
|
-54,741
|
-99%
|
|
|
210
|
Financial Connections Group
Corte Madera,
California
|
$8K
|
–
|
–
|
–
|
|
|
211
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$8K
|
–
|
–
|
–
|
|
|
212
|
Orion Capital Management
Coronado,
California
|
$7K
|
+$6.93K
|
+283
|
New
|
|
|
213
|
Rockbridge Investment Management
Syracuse,
New York
|
$5.49K
|
+$1.71K
|
+70
|
+42%
|
|
|
214
|
McIlrath & Eck
Arlington,
Washington
|
$5K
|
–
|
–
|
–
|
|
|
215
|
Cordasco Financial Network
Naples,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
216
|
Parallel Advisors
San Francisco,
California
|
$1K
|
–
|
–
|
–
|
|
|
217
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$1K
|
–
|
–
|
–
|
|
|
218
|
Avion Wealth
The Woodlands,
Texas
|
$1K
|
+$979
|
+40
|
New
|
|
|
219
|
Blume Capital Management
Berkeley,
California
|
$1K
|
+$1.22K
|
+50
|
New
|
|
|
220
|
Eaton Vance Management
Boston,
Massachusetts
|
–
|
-$16.2M
|
-618,275
|
Closed
|
|
|
221
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$8.27M
|
-315,195
|
Closed
|
|
|
222
|
Geometric Wealth Advisors
Washington,
District of Columbia
|
–
|
-$4.72M
|
-179,760
|
Closed
|
|
|
223
|
Raymond James & Associates
St Petersburg,
Florida
|
–
|
-$2.42M
|
-92,157
|
Closed
|
|
|
224
|
BetterWealth
San Jose,
California
|
–
|
-$1.6M
|
-61,049
|
Closed
|
|
|
225
|
Citadel Advisors
Miami,
Florida
|
–
|
-$818K
|
-31,175
|
Closed
|
|
