|
601
|
Copia Wealth Management
Bend,
Oregon
|
$817
|
–
|
–
|
–
|
|
|
602
|
Wolff Wiese Magana
Carslbad,
California
|
$817
|
–
|
–
|
–
|
|
|
603
|
Networth Advisors
Canonsburg,
Pennsylvania
|
$766
|
–
|
–
|
–
|
|
|
604
|
Vestor Capital
Chicago,
Illinois
|
$690
|
-$15.4K
|
-247
|
-5%
|
|
|
605
|
CVA Family Office
Denver,
Colorado
|
$613
|
–
|
–
|
–
|
|
|
606
|
Holos Integrated Wealth
Kennett Square,
Pennsylvania
|
$555
|
–
|
–
|
–
|
|
|
607
|
Fourth Dimension Wealth
Middleburg Heights,
Ohio
|
$511
|
–
|
–
|
–
|
|
|
608
|
Kilter Group
Rhinebeck,
New York
|
$511
|
–
|
–
|
–
|
|
|
609
|
Mowery & Schoenfeld Wealth Management
Lincolnshire,
Illinois
|
$511
|
–
|
–
|
–
|
|
|
610
|
TD Capital Management
Memphis,
Tennessee
|
$511
|
–
|
–
|
–
|
|
|
611
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$511
|
+$625
|
+10
|
New
|
|
|
612
|
Signature Resources Capital Management
Newport Beach,
California
|
$459
|
–
|
–
|
–
|
|
|
613
|
Your Advocates Ltd
Houston,
Texas
|
$306
|
–
|
–
|
–
|
|
|
614
|
Aventura Private Wealth
Aventura,
Florida
|
$255
|
–
|
–
|
–
|
|
|
615
|
Hughes Financial Services
Herndon,
Virginia
|
$255
|
–
|
–
|
–
|
|
|
616
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$230
|
+$250
|
+4
|
New
|
|
|
617
|
Wells Fargo
San Francisco,
California
|
$169
|
+$125
|
+2
|
+200%
|
|
|
618
|
Frazier Financial Advisors
Columbus,
Ohio
|
$154
|
–
|
–
|
–
|
|
|
619
|
Rockefeller Capital Management
New York
|
$51
|
-$12.4K
|
-199
|
-100%
|
|
|
620
|
|
–
|
-$14M
|
-237,000
|
Closed
|
|
|
621
|
Private Advisor Group
Morristown,
New Jersey
|
–
|
-$9.36M
|
-158,610
|
Closed
|
|
|
622
|
BNC Wealth Management
Beaverton,
Oregon
|
–
|
-$7.98M
|
-135,225
|
Closed
|
|
|
623
|
Eaton Financial Holdings
Coral Springs,
Florida
|
–
|
-$4.24M
|
-71,748
|
Closed
|
|
|
624
|
InterCapital
Austin,
Texas
|
–
|
-$2.77M
|
-47,000
|
Closed
|
|
|
625
|
Tred Avon Family Wealth
Easton,
Maryland
|
–
|
-$2.36M
|
-40,063
|
Closed
|
|
