|
151
|
Claris Advisors
St. Louis,
Missouri
|
$219K
|
+$220K
|
+4,595
|
New
|
|
|
152
|
Breakwater Capital Group
Paramus,
New Jersey
|
$214K
|
-$43.4K
|
-909
|
-17%
|
|
|
153
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$204K
|
+$204K
|
+4,263
|
New
|
|
|
154
|
Alpha Financial Advisors
Charlotte,
North Carolina
|
$201K
|
–
|
–
|
–
|
|
|
155
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$177K
|
–
|
–
|
–
|
|
|
156
|
Creative Capital Management Investments
San Diego,
California
|
$126K
|
–
|
–
|
–
|
|
|
157
|
SJS Investment Consulting
Sylvania,
Ohio
|
$74.9K
|
+$53.2K
|
+1,114
|
+245%
|
|
|
158
|
Jones Financial Companies
Des Peres,
Missouri
|
$66.9K
|
+$66.9K
|
+1,400
|
New
|
|
|
159
|
City State Bank
Norwalk,
Iowa
|
$49.6K
|
+$49.6K
|
+1,038
|
New
|
|
|
160
|
Global Retirement Partners
San Rafael,
California
|
$45.9K
|
–
|
–
|
–
|
|
|
161
|
IFP Advisors
Tampa,
Florida
|
$33K
|
+$3.06K
|
+64
|
+10%
|
|
|
162
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$28.8K
|
+$28.8K
|
+602
|
New
|
|
|
163
|
Signature Resources Capital Management
Newport Beach,
California
|
$22.3K
|
-$9.36K
|
-196
|
-30%
|
|
|
164
|
Parallel Advisors
San Francisco,
California
|
$22.2K
|
+$143
|
+3
|
+0.7%
|
|
|
165
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$15.8K
|
+$15.8K
|
+331
|
New
|
|
|
166
|
Advisornet Financial
Minnetonka,
Minnesota
|
$14.4K
|
+$96
|
+2
|
+0.7%
|
|
|
167
|
Clearstead Advisors
Cleveland,
Ohio
|
$4.16K
|
–
|
–
|
–
|
|
|
168
|
William Blair & Company
Chicago,
Illinois
|
$3.63K
|
-$15.1K
|
-317
|
-81%
|
|
|
169
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3K
|
+$3.01K
|
+63
|
New
|
|
|
170
|
Belpointe Asset Management
Reno,
Nevada
|
$292
|
+$287
|
+6
|
New
|
|
|
171
|
|
–
|
-$3.78M
|
-78,554
|
Closed
|
|
|
172
|
Relative Value Partners Group
|
–
|
-$2.49M
|
-51,369
|
Closed
|
|
|
173
|
Lincoln National Corp
Radnor,
Pennsylvania
|
–
|
-$1.96M
|
-40,844
|
Closed
|
|
|
174
|
Forum Financial Management
Lombard,
Illinois
|
–
|
-$1.56M
|
-32,514
|
Closed
|
|
|
175
|
Soundmark Wealth Management
Kirkland,
Washington
|
–
|
-$893K
|
-18,563
|
Closed
|
|
