|
201
|
CVA Family Office
Denver,
Colorado
|
$13.3K
|
–
|
–
|
–
|
|
|
202
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
$11.2K
|
–
|
–
|
–
|
|
|
203
|
WealthShield Partners
Cary,
North Carolina
|
$10.5K
|
-$42.4K
|
-626
|
-80%
|
|
|
204
|
AmeriFlex Group
Las Vegas,
Nevada
|
$10.4K
|
-$3.73K
|
-55
|
-26%
|
|
|
205
|
Global Financial Private Client
Sarasota,
Florida
|
$10.2K
|
-$4.54K
|
-67
|
-31%
|
|
|
206
|
Coldstream Capital Management
Bellevue,
Washington
|
$9.43K
|
+$9.49K
|
+140
|
New
|
|
|
207
|
1 North Wealth Services
Annapolis,
Maryland
|
$8.75K
|
+$8.81K
|
+130
|
New
|
|
|
208
|
Decker Retirement Planning
Levi,
Utah
|
$5.25K
|
–
|
–
|
–
|
|
|
209
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$4.04K
|
–
|
–
|
–
|
|
|
210
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$2.36K
|
–
|
–
|
–
|
|
|
211
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$1.69K
|
+$1.69K
|
+25
|
New
|
|
|
212
|
Parallel Advisors
San Francisco,
California
|
$741
|
-$2.03K
|
-30
|
-73%
|
|
|
213
|
Clarius Group LLC
Seattle,
Washington
|
–
|
-$2.04M
|
-31,523
|
Closed
|
|
|
214
|
IFG Advisory
Atlanta,
Georgia
|
–
|
-$14.5K
|
-15,000
|
Closed
|
|
|
215
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
–
|
-$537K
|
-8,307
|
Closed
|
|
|
216
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
–
|
-$515K
|
-7,689
|
Closed
|
|
|
217
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
–
|
-$412K
|
-6,375
|
Closed
|
|
|
218
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
–
|
-$353K
|
-5,455
|
Closed
|
|
|
219
|
WrapManager Inc
Mill Valley,
California
|
–
|
-$323K
|
-5,006
|
Closed
|
|
|
220
|
Johnson Bixby & Associates
Vancouver,
Washington
|
–
|
-$301K
|
-4,652
|
Closed
|
|
|
221
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
–
|
-$267K
|
-4,125
|
Closed
|
|
|
222
|
WBH Advisory
Baltimore,
Maryland
|
–
|
-$256K
|
-3,962
|
Closed
|
|
|
223
|
My Legacy Advisors
Bend,
Oregon
|
–
|
-$244K
|
-3,752
|
Closed
|
|
|
224
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
–
|
-$233K
|
-3,607
|
Closed
|
|
|
225
|
Ascent Group
Virginia Beach,
Virginia
|
–
|
-$230K
|
-3,563
|
Closed
|
|
