|
201
|
Godfrey Financial Associates
Glenmont,
New York
|
$14K
|
+$14K
|
+724
|
New
|
|
|
202
|
|
$12.1K
|
–
|
–
|
–
|
|
|
203
|
Nova Wealth Management
Bonita Springs,
Florida
|
$11.6K
|
–
|
–
|
–
|
|
|
204
|
Triumph Capital Management
Denver,
Colorado
|
$9.7K
|
+$9.7K
|
+500
|
New
|
|
|
205
|
Wells Fargo
San Francisco,
California
|
$8.11K
|
+$5.57K
|
+287
|
+219%
|
|
|
206
|
Signature Equity Partners
Columbus,
Ohio
|
$8.01K
|
+$8.01K
|
+413
|
New
|
|
|
207
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$5.53K
|
+$5.53K
|
+285
|
New
|
|
|
208
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$2.13K
|
+$2.13K
|
+110
|
New
|
|
|
209
|
Essential Partners
Rancho Santa Fe,
California
|
$1.05K
|
+$1.05K
|
+54
|
New
|
|
|
210
|
Motiv8 Investments
Port St. Lucie,
Florida
|
$1K
|
+$659
|
+34
|
New
|
|
|
211
|
Creative Financial Designs
Kokomo,
Indiana
|
$776
|
–
|
–
|
–
|
|
|
212
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$106
|
–
|
–
|
–
|
|
|
213
|
Wayfinding Financial
Lynnwood,
Washington
|
–
|
-$3.06M
|
-158,332
|
Closed
|
|
|
214
|
von Borstel & Associates
The Dalles,
Oregon
|
–
|
-$2.65M
|
-136,570
|
Closed
|
|
|
215
|
Creative Planning
Overland Park,
Kansas
|
–
|
-$810K
|
-41,881
|
Closed
|
|
|
216
|
TBH Global Asset Management
Brentwood,
Tennessee
|
–
|
-$571K
|
-29,521
|
Closed
|
|
|
217
|
McElhenny Sheffield Capital Management
Dallas,
Texas
|
–
|
-$342K
|
-17,693
|
Closed
|
|
|
218
|
Flavin Financial Services
Melbourne,
Florida
|
–
|
-$253K
|
-13,099
|
Closed
|
|
|
219
|
Koshinski Asset Management
Decatur,
Illinois
|
–
|
-$219K
|
-11,319
|
Closed
|
|
|
220
|
|
–
|
-$196K
|
-10,147
|
Closed
|
|
|
221
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$1.53K
|
-79
|
Closed
|
|
