|
151
|
Global Retirement Partners
San Rafael,
California
|
$15K
|
+$14.9K
|
+1,356
|
New
|
|
|
152
|
Highline Wealth Partners
Sherman Oaks,
California
|
$13.8K
|
–
|
–
|
–
|
|
|
153
|
Holos Integrated Wealth
Kennett Square,
Pennsylvania
|
$13.6K
|
–
|
–
|
–
|
|
|
154
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$12.6K
|
–
|
–
|
–
|
|
|
155
|
Farther Finance Advisors
San Francisco,
California
|
$11.3K
|
+$55
|
+5
|
+0.5%
|
|
|
156
|
Westside Investment Management
Santa Monica,
California
|
$11.1K
|
–
|
–
|
–
|
|
|
157
|
Greykasell Wealth Strategies
Danville,
California
|
$7.19K
|
-$2.74K
|
-250
|
-28%
|
|
|
158
|
Ancora Advisors
Cleveland,
Ohio
|
$5.53K
|
–
|
–
|
–
|
|
|
159
|
Operose Advisors
Milwaukee,
Wisconsin
|
$5.32K
|
+$5.27K
|
+481
|
New
|
|
|
160
|
Avion Wealth
The Woodlands,
Texas
|
$5K
|
–
|
–
|
–
|
|
|
161
|
Allied Private Wealth
Boca Raton,
Florida
|
$3.92K
|
+$3.91K
|
+357
|
New
|
|
|
162
|
Dauntless Investment Group
Etna,
New Hampshire
|
$3.61K
|
–
|
–
|
–
|
|
|
163
|
IFP Advisors
Tampa,
Florida
|
$3.4K
|
+$110
|
+10
|
+3%
|
|
|
164
|
WhitTier Trust Company
Reno,
Nevada
|
$2.74K
|
–
|
–
|
–
|
|
|
165
|
Basepoint Wealth
Cedar Rapids,
Iowa
|
$2.47K
|
–
|
–
|
–
|
|
|
166
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.79K
|
–
|
–
|
–
|
|
|
167
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$1.11K
|
–
|
–
|
–
|
|
|
168
|
SignatureFD
Atlanta,
Georgia
|
$47
|
–
|
–
|
–
|
|
|
169
|
Golden State Equity Partners
South Coast Metro,
California
|
–
|
-$3.62M
|
-334,023
|
Closed
|
|
|
170
|
M Holdings Securities
Portland,
Oregon
|
–
|
-$2.3M
|
-208,145
|
Closed
|
|
|
171
|
Pathstone Holdings
Englewood,
New Jersey
|
–
|
-$1.24M
|
-114,725
|
Closed
|
|
|
172
|
|
–
|
-$1.16M
|
-106,707
|
Closed
|
|
|
173
|
Evoke Wealth
Los Angeles,
California
|
–
|
-$582K
|
-53,724
|
Closed
|
|
|
174
|
MGO One Seven
Beachwood,
Ohio
|
–
|
-$465K
|
-42,948
|
Closed
|
|
|
175
|
Concorde Asset Management
Ann Arbor,
Michigan
|
–
|
-$388K
|
-35,800
|
Closed
|
|
