|
501
|
AssetMark Inc
Concord,
California
|
$8.44K
|
–
|
–
|
–
|
|
|
502
|
Horizon Investments
Charlotte,
North Carolina
|
$7.8K
|
–
|
–
|
–
|
|
|
503
|
Larson Financial Group
St Louis,
Missouri
|
$5.71K
|
-$12.2K
|
-321
|
-68%
|
|
|
504
|
Spurstone Advisory Services
Higganum,
Connecticut
|
$4.64K
|
–
|
–
|
–
|
|
|
505
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$4.41K
|
+$4.39K
|
+116
|
New
|
|
|
506
|
Creative Financial Designs
Kokomo,
Indiana
|
$3K
|
–
|
–
|
–
|
|
|
507
|
Integrity Financial
Cheyenne,
Wyoming
|
$2.02K
|
–
|
–
|
–
|
|
|
508
|
Abound Wealth Management
Franklin,
Tennessee
|
$1.72K
|
+$1.71K
|
+45
|
New
|
|
|
509
|
Manning & Napier Advisors
Fairport,
New York
|
$1.56K
|
–
|
–
|
–
|
|
|
510
|
Prudent Man Investment Management
Louisville,
Colorado
|
$1.14K
|
+$1.14K
|
+30
|
New
|
|
|
511
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$913
|
+$909
|
+24
|
New
|
|
|
512
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$538
|
+$530
|
+14
|
New
|
|
|
513
|
CoreCap Advisors
Southfield,
Michigan
|
$25
|
+$38
|
+1
|
New
|
|
|
514
|
Mach-1 Financial Group
Rogers,
Arkansas
|
–
|
-$23.5M
|
-621,173
|
Closed
|
|
|
515
|
My Personal CFO LLC
Vancouver,
Washington
|
–
|
-$10.7M
|
-284,045
|
Closed
|
|
|
516
|
Waterloo Capital
Austin,
Texas
|
–
|
-$4.76M
|
-126,007
|
Closed
|
|
|
517
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
–
|
-$3.13M
|
-82,903
|
Closed
|
|
|
518
|
Tandem Financial
Greenwood Village,
Colorado
|
–
|
-$1.19M
|
-31,614
|
Closed
|
|
|
519
|
Brighton Jones LLC
Seattle,
Washington
|
–
|
-$1.06M
|
-28,194
|
Closed
|
|
|
520
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
–
|
-$462K
|
-12,223
|
Closed
|
|
|
521
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
–
|
-$460K
|
-12,168
|
Closed
|
|
|
522
|
Capital Performance Advisors
Walnut Creek,
California
|
–
|
-$428K
|
-11,327
|
Closed
|
|
|
523
|
|
–
|
-$254K
|
-6,747
|
Closed
|
|
|
524
|
Archer Investment Management
Austin,
Texas
|
–
|
-$246K
|
-6,504
|
Closed
|
|
|
525
|
IFG Advisory
Atlanta,
Georgia
|
–
|
-$236K
|
-6,256
|
Closed
|
|
