|
201
|
Orion Capital Management
Coronado,
California
|
$45K
|
+$48.5K
|
+1,688
|
New
|
|
|
202
|
Castle Wealth Management
West Palm Beach,
Florida
|
$45K
|
+$48.8K
|
+1,699
|
New
|
|
|
203
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$35.9K
|
+$230
|
+8
|
+0.6%
|
|
|
204
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$32K
|
+$35K
|
+1,218
|
New
|
|
|
205
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$20K
|
+$833
|
+29
|
+4%
|
|
|
206
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$19K
|
–
|
–
|
–
|
|
|
207
|
Disciplined Investments
Tulsa,
Oklahoma
|
$18K
|
–
|
–
|
–
|
|
|
208
|
Spire Wealth Management
Mclean,
Virginia
|
$15K
|
–
|
–
|
–
|
|
|
209
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$15K
|
+$15.8K
|
+550
|
New
|
|
|
210
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$12K
|
–
|
–
|
–
|
|
|
211
|
Steward Partners Investment Advisory
New York
|
$11K
|
–
|
–
|
–
|
|
|
212
|
Cardiff Park Advisors
Carlsbad,
California
|
$10K
|
+$29
|
+1
|
+0.3%
|
|
|
213
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$6K
|
+$6.32K
|
+220
|
New
|
|
|
214
|
|
$5K
|
+$5.74K
|
+200
|
New
|
|
|
215
|
Wells Fargo
San Francisco,
California
|
$2K
|
-$36.5K
|
-1,270
|
-94%
|
|
|
216
|
Cordasco Financial Network
Naples,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
217
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$800
|
+$861
|
+30
|
New
|
|
|
218
|
Eaton Vance Management
Boston,
Massachusetts
|
–
|
-$72.5M
|
-2,300,065
|
Closed
|
|
|
219
|
Watchman Group
Plano,
Texas
|
–
|
-$5.63M
|
-178,512
|
Closed
|
|
|
220
|
BetterWealth
San Jose,
California
|
–
|
-$4.48M
|
-142,236
|
Closed
|
|
|
221
|
|
–
|
-$2.1M
|
-66,461
|
Closed
|
|
|
222
|
HighTower Advisors
Chicago,
Illinois
|
–
|
-$1.64M
|
-52,016
|
Closed
|
|
|
223
|
Flow Traders U.S.
New York
|
–
|
-$1.63M
|
-51,726
|
Closed
|
|
|
224
|
Mutual Advisors
Omaha,
Nebraska
|
–
|
-$898K
|
-28,493
|
Closed
|
|
|
225
|
Brown Brothers Harriman & Co
New York
|
–
|
-$385K
|
-12,203
|
Closed
|
|
