|
101
|
Clarus Wealth Advisors
Peoria,
Arizona
|
$15K
|
+$14.8K
|
+300
|
New
|
|
|
102
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$10K
|
–
|
–
|
–
|
|
|
103
|
|
$8K
|
+$1.18K
|
+24
|
+17%
|
|
|
104
|
Ferris Capital
Marlborough,
Massachusetts
|
$7K
|
–
|
–
|
–
|
|
|
105
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$7K
|
–
|
–
|
–
|
|
|
106
|
Creative Financial Designs
Kokomo,
Indiana
|
$6K
|
–
|
–
|
–
|
|
|
107
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$6K
|
+$5.92K
|
+120
|
New
|
|
|
108
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$5K
|
–
|
–
|
–
|
|
|
109
|
Barrett Asset Management
New York
|
$3K
|
–
|
–
|
–
|
|
|
110
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$3K
|
+$3.3K
|
+67
|
New
|
|
|
111
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$2K
|
-$551K
|
-11,171
|
-100%
|
|
|
112
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$1K
|
-$29.3K
|
-595
|
-96%
|
|
|
113
|
Advisory Services Network
Atlanta,
Georgia
|
$1K
|
-$5.67K
|
-115
|
-89%
|
|
|
114
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$1K
|
+$542
|
+11
|
New
|
|
|
115
|
Freedom Investment Management
Hartford,
Connecticut
|
–
|
-$5.7M
|
-113,804
|
Closed
|
|
|
116
|
Caption Management
Oklahoma City,
Oklahoma
|
–
|
-$2.15M
|
-43,000
|
Closed
|
|
|
117
|
|
–
|
-$1.51M
|
-30,100
|
Closed
|
|
|
118
|
Delek Group
Herzliya,
Israel
|
–
|
-$640K
|
-12,785
|
Closed
|
|
|
119
|
Friedenthal Financial
Marlton,
New Jersey
|
–
|
-$548K
|
-10,955
|
Closed
|
|
|
120
|
Sage Capital Advisors
Sioux Falls,
South Dakota
|
–
|
-$431K
|
-8,603
|
Closed
|
|
|
121
|
Stifel Financial
St. Louis,
Missouri
|
–
|
-$251K
|
-5,069
|
Closed
|
|
|
122
|
Bay Colony Advisors
Concord,
Massachusetts
|
–
|
-$250K
|
-5,000
|
Closed
|
|
|
123
|
Fiduciary Trust International
Lincoln,
Massachusetts
|
–
|
-$250K
|
-5,000
|
Closed
|
|
|
124
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
–
|
-$225K
|
-4,486
|
Closed
|
|
|
125
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
–
|
-$225K
|
-4,486
|
Closed
|
|
