|
201
|
Creative Capital Management Investments
San Diego,
California
|
$237
|
+$240
|
+7
|
New
|
|
|
202
|
Focused Wealth Management
Newburgh,
New York
|
$170
|
–
|
–
|
–
|
|
|
203
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$170
|
–
|
–
|
–
|
|
|
204
|
Clearstead Advisors
Cleveland,
Ohio
|
$136
|
–
|
–
|
–
|
|
|
205
|
Addison Advisors
Middlebury,
Vermont
|
$136
|
+$69
|
+2
|
+100%
|
|
|
206
|
First Command Advisory Services
Fort Worth,
Texas
|
$102
|
+$103
|
+3
|
New
|
|
|
207
|
Kensington Asset Management
Austin,
Texas
|
–
|
-$56.2M
|
-1,630,000
|
Closed
|
|
|
208
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
–
|
-$23.9M
|
-692,305
|
Closed
|
|
|
209
|
Toews Corporation
Northfield,
New Jersey
|
–
|
-$16.3M
|
-471,800
|
Closed
|
|
|
210
|
Capital Insight Partners
Scottsdale,
Arizona
|
–
|
-$5.69M
|
-164,935
|
Closed
|
|
|
211
|
TownSquare Capital
Provo,
Utah
|
–
|
-$3.25M
|
-94,155
|
Closed
|
|
|
212
|
Brown Wealth Management
Naperville,
Illinois
|
–
|
-$3.16M
|
-91,650
|
Closed
|
|
|
213
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$2.23M
|
-64,504
|
Closed
|
|
|
214
|
Atria Investments
Charlotte,
North Carolina
|
–
|
-$1.85M
|
-53,690
|
Closed
|
|
|
215
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
–
|
-$1.8M
|
-52,191
|
Closed
|
|
|
216
|
VisionPoint Advisory Group
Dallas,
Texas
|
–
|
-$976K
|
-28,295
|
Closed
|
|
|
217
|
Crabel Capital Management
Los Angeles,
California
|
–
|
-$969K
|
-28,091
|
Closed
|
|
|
218
|
Laidlaw Wealth Management
New York City,
New York
|
–
|
-$677K
|
-19,635
|
Closed
|
|
|
219
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
–
|
-$618K
|
-17,913
|
Closed
|
|
|
220
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
–
|
-$385K
|
-11,148
|
Closed
|
|
|
221
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
–
|
-$385K
|
-11,148
|
Closed
|
|
|
222
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
–
|
-$381K
|
-11,046
|
Closed
|
|
|
223
|
Fulcrum Equity Management
Plano,
Texas
|
–
|
-$340K
|
-9,851
|
Closed
|
|
|
224
|
Rockefeller Capital Management
New York
|
–
|
-$317K
|
-9,199
|
Closed
|
|
|
225
|
Foundations Investment Advisors
Phoenix,
Arizona
|
–
|
-$307K
|
-8,886
|
Closed
|
|
