|
201
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$70K
|
–
|
–
|
–
|
|
|
202
|
Geneos Wealth Management
Englewood,
Colorado
|
$59K
|
–
|
–
|
–
|
|
|
203
|
Arax Advisory Partners
Denver,
Colorado
|
$58K
|
-$11.4K
|
-239
|
-16%
|
|
|
204
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$47K
|
–
|
–
|
–
|
|
|
205
|
Activest Wealth Management
Aventure,
Florida
|
$41K
|
+$95
|
+2
|
+0.2%
|
|
|
206
|
Lumature Wealth Partners
Alpharetta,
Georgia
|
$39K
|
–
|
–
|
–
|
|
|
207
|
Steward Partners Investment Advisory
New York
|
$32K
|
-$4.14K
|
-87
|
-11%
|
|
|
208
|
Larson Financial Group
St Louis,
Missouri
|
$20K
|
+$95
|
+2
|
+0.5%
|
|
|
209
|
Matthew Hamilton Rosenberg
|
$19K
|
+$18.8K
|
+395
|
New
|
|
|
210
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$17K
|
+$17.5K
|
+368
|
New
|
|
|
211
|
AssetMark Inc
Concord,
California
|
$17K
|
+$17.6K
|
+370
|
New
|
|
|
212
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$16.9K
|
–
|
–
|
–
|
|
|
213
|
TCI Wealth Advisors
Tucson,
Arizona
|
$16K
|
–
|
–
|
–
|
|
|
214
|
Avior Wealth Management
Omaha,
Nebraska
|
$14K
|
-$58.3K
|
-1,224
|
-79%
|
|
|
215
|
Concord Wealth Partners
Abingdon,
Virginia
|
$10K
|
+$95
|
+2
|
+0.9%
|
|
|
216
|
Zullo Investment Group
Scranton,
Pennsylvania
|
$9K
|
–
|
–
|
–
|
|
|
217
|
Private Trust Company
Cleveland,
Ohio
|
$5K
|
+$4.76K
|
+100
|
New
|
|
|
218
|
Lake Point Wealth Management
Rockwall,
Texas
|
$3K
|
–
|
–
|
–
|
|
|
219
|
Archer Investment Corporation
Carmel,
Indiana
|
$1.26K
|
-$953
|
-20
|
-43%
|
|
|
220
|
CoreCap Advisors
Southfield,
Michigan
|
$1K
|
+$953
|
+20
|
New
|
|
|
221
|
PFS Partners
Mine Hill,
New Jersey
|
$94
|
–
|
–
|
–
|
|
|
222
|
Affinity Wealth Management
Wilmington,
Delaware
|
–
|
-$23.2M
|
-475,816
|
Closed
|
|
|
223
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
–
|
-$12.4M
|
-250,000
|
Closed
|
|
|
224
|
Financial Planners of Cleveland
Mayfield Heights,
Ohio
|
–
|
-$10.1M
|
-201,990
|
Closed
|
|
|
225
|
Landmark Wealth Management (New York)
Melville,
New York
|
–
|
-$4.67M
|
-93,778
|
Closed
|
|
