|
676
|
CVA Family Office
Denver,
Colorado
|
$3K
|
–
|
–
|
–
|
|
|
677
|
KB Financial Partners
Princeton,
New Jersey
|
$3K
|
–
|
–
|
–
|
|
|
678
|
Sierra Capital
Miami,
Florida
|
$3K
|
–
|
–
|
–
|
|
|
679
|
EdgeRock Capital
Denver,
Colorado
|
$3K
|
+$3.1K
|
+24
|
New
|
|
|
680
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$2K
|
-$337K
|
-2,607
|
-100%
|
|
|
681
|
Clearview Wealth Advisors
Salem,
Oregon
|
$2K
|
–
|
–
|
–
|
|
|
682
|
Cribstone Capital Management
Augusta,
Maine
|
$2K
|
–
|
–
|
–
|
|
|
683
|
Lee Financial
Dallas,
Texas
|
$2K
|
–
|
–
|
–
|
|
|
684
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$2K
|
–
|
–
|
–
|
|
|
685
|
Disciplined Investments
Tulsa,
Oklahoma
|
$2K
|
+$517
|
+4
|
+36%
|
|
|
686
|
Executive Wealth Management
Brighton,
Michigan
|
$1.98K
|
-$2.22M
|
-17,167
|
-90%
|
|
|
687
|
Abound Wealth Management
Franklin,
Tennessee
|
$1.38K
|
+$1.55K
|
+12
|
New
|
|
|
688
|
Arax Advisory Partners
Denver,
Colorado
|
$1K
|
-$1.16K
|
-9
|
-53%
|
|
|
689
|
Core Alternative Capital
Peachtree Corners,
Georgia
|
$1K
|
–
|
–
|
–
|
|
|
690
|
Focused Wealth Management
Newburgh,
New York
|
$1K
|
–
|
–
|
–
|
|
|
691
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$1K
|
–
|
–
|
–
|
|
|
692
|
Manchester Capital Management
Manchester,
Vermont
|
$1K
|
–
|
–
|
–
|
|
|
693
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$1K
|
–
|
–
|
–
|
|
|
694
|
TFC Financial Management
Boston,
Massachusetts
|
$1K
|
–
|
–
|
–
|
|
|
695
|
Truvestments Capital
Sarasota,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
696
|
Global Financial Private Client
Sarasota,
Florida
|
$585
|
–
|
–
|
–
|
|
|
697
|
PFS Investments
Duluth,
Georgia
|
$330
|
+$34K
|
+263
|
+10%
|
|
|
698
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$309
|
-$13.9K
|
-108
|
-9%
|
|
|
699
|
Westside Investment Management
Santa Monica,
California
|
$5
|
–
|
–
|
–
|
|
|
700
|
Wellington Management Group
Boston,
Massachusetts
|
–
|
-$337M
|
-2,661,258
|
Closed
|
|
