|
201
|
Wells Fargo
San Francisco,
California
|
$103K
|
+$102K
|
+4,290
|
New
|
|
|
202
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$94K
|
+$93.7K
|
+3,950
|
New
|
|
|
203
|
Aspire Wealth Management
Waltham,
Massachusetts
|
$55.7K
|
+$1.28K
|
+54
|
+2%
|
|
|
204
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$49.3K
|
+$48.6K
|
+2,049
|
New
|
|
|
205
|
Farther Finance Advisors
San Francisco,
California
|
$44K
|
+$37.5K
|
+1,579
|
+634%
|
|
|
206
|
Lee Financial
Dallas,
Texas
|
$38.6K
|
–
|
–
|
–
|
|
|
207
|
Aspire Private Capital
Cornelius,
North Carolina
|
$21.8K
|
+$21.5K
|
+907
|
New
|
|
|
208
|
WealthShield Partners
Cary,
North Carolina
|
$16.6K
|
–
|
–
|
–
|
|
|
209
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$7.84K
|
–
|
–
|
–
|
|
|
210
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.87K
|
-$2.06K
|
-87
|
-35%
|
|
|
211
|
Fidelity Investments
Boston,
Massachusetts
|
$2.52K
|
+$2.49K
|
+105
|
New
|
|
|
212
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$2.17K
|
–
|
–
|
–
|
|
|
213
|
IFP Advisors
Tampa,
Florida
|
$1.83K
|
+$1.8K
|
+76
|
New
|
|
|
214
|
Flow Traders U.S.
New York
|
–
|
-$2.37M
|
-100,392
|
Closed
|
|
|
215
|
Summit Wealth Group
White River Junction,
Vermont
|
–
|
-$2K
|
-50,483
|
Closed
|
|
|
216
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
–
|
-$473K
|
-20,050
|
Closed
|
|
|
217
|
Colony Family Offices
Charlotte,
North Carolina
|
–
|
-$99K
|
-4,195
|
Closed
|
|
|
218
|
Intelligent Financial Strategies
Excelsior,
Minnesota
|
–
|
-$88.2K
|
-3,739
|
Closed
|
|
|
219
|
Fortis Advisors
Wayne,
Pennsylvania
|
–
|
-$13.8K
|
-586
|
Closed
|
|
|
220
|
Parallel Advisors
San Francisco,
California
|
–
|
-$6.37K
|
-270
|
Closed
|
|
|
221
|
TCI Wealth Advisors
Tucson,
Arizona
|
–
|
-$4.65K
|
-197
|
Closed
|
|
