|
151
|
American Capital Advisory
Ketchum,
Idaho
|
$56.8K
|
–
|
–
|
–
|
|
|
152
|
Barrett & Company
Providence,
Rhode Island
|
$46K
|
–
|
–
|
–
|
|
|
153
|
Harbour Investments
Madison,
Wisconsin
|
$33.4K
|
+$25.8K
|
+1,007
|
+343%
|
|
|
154
|
Addison Advisors
Middlebury,
Vermont
|
$25.5K
|
–
|
–
|
–
|
|
|
155
|
Rialto Wealth Management
Syracuse,
New York
|
$21.2K
|
–
|
–
|
–
|
|
|
156
|
Allworth Financial
Folsom,
California
|
$20.8K
|
–
|
–
|
–
|
|
|
157
|
Asset Dedication LLC
San Francisco,
California
|
$20.6K
|
-$30.7K
|
-1,201
|
-60%
|
|
|
158
|
Stephens Consulting
Flint,
Michigan
|
$8.03K
|
–
|
–
|
–
|
|
|
159
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$6.62K
|
+$6.6K
|
+258
|
New
|
|
|
160
|
|
$3.85K
|
–
|
–
|
–
|
|
|
161
|
Caldwell Trust
Venice,
Florida
|
$1.03K
|
–
|
–
|
–
|
|
|
162
|
Evolution Wealth Management
Fort Myers,
Florida
|
$974
|
+$972
|
+38
|
New
|
|
|
163
|
Principal Securities
Des Moines,
Iowa
|
$513
|
–
|
–
|
–
|
|
|
164
|
|
–
|
-$2.99M
|
-117,601
|
Closed
|
|
|
165
|
|
–
|
-$2.08M
|
-81,923
|
Closed
|
|
|
166
|
WrapManager Inc
Mill Valley,
California
|
–
|
-$353K
|
-13,905
|
Closed
|
|
|
167
|
Corient Private Wealth
Miami,
Florida
|
–
|
-$296K
|
-11,657
|
Closed
|
|
|
168
|
PFG Private Wealth Management
Lutz,
Florida
|
–
|
-$296K
|
-11,649
|
Closed
|
|
|
169
|
Partners Wealth Management
Carmel By The Sea,
California
|
–
|
-$293K
|
-11,593
|
Closed
|
|
|
170
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
–
|
-$281K
|
-11,065
|
Closed
|
|
|
171
|
Precision Wealth Strategies
Saint Louis,
Missouri
|
–
|
-$264K
|
-10,392
|
Closed
|
|
|
172
|
OneAscent Financial Services
Birmingham,
Alabama
|
–
|
-$230K
|
-9,066
|
Closed
|
|
