|
401
|
Clearstead Trust
Portland,
Maine
|
$9.96K
|
+$9.94K
|
+198
|
New
|
|
|
402
|
Center for Financial Planning
Southfied,
Michigan
|
$9.46K
|
–
|
–
|
–
|
|
|
403
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$7.34K
|
–
|
–
|
–
|
|
|
404
|
Washington Trust
Westerly,
Rhode Island
|
$6.29K
|
–
|
–
|
–
|
|
|
405
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$4.83K
|
+$4.82K
|
+96
|
New
|
|
|
406
|
Retirement Group
San Diego,
California
|
$3.47K
|
–
|
–
|
–
|
|
|
407
|
Howe & Rusling
Rochester,
New York
|
$2.87K
|
–
|
–
|
–
|
|
|
408
|
Founders Capital Management (Texas)
Houston,
Texas
|
$2.26K
|
–
|
–
|
–
|
|
|
409
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$1.74K
|
+$266K
|
+5,305
|
+57%
|
|
|
410
|
Bellevue Asset Management
Bellevue,
Washington
|
$1.71K
|
+$1.71K
|
+34
|
New
|
|
|
411
|
Avior Wealth Management
Omaha,
Nebraska
|
$1.41K
|
–
|
–
|
–
|
|
|
412
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$80
|
-$22.6K
|
-450
|
-100%
|
|
|
413
|
Fiduciary Alliance
Greenville,
South Carolina
|
$14
|
–
|
–
|
–
|
|
|
414
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
–
|
-$9.78M
|
-194,690
|
Closed
|
|
|
415
|
Great Valley Advisor Group
Wilmington,
Delaware
|
–
|
-$9.44M
|
-187,795
|
Closed
|
|
|
416
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
–
|
-$5.49M
|
-109,356
|
Closed
|
|
|
417
|
GM Advisory Group
Melville,
New York
|
–
|
-$4.77M
|
-94,960
|
Closed
|
|
|
418
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$2.2M
|
-43,700
|
Closed
|
|
|
419
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
–
|
-$2.18M
|
-43,375
|
Closed
|
|
|
420
|
|
–
|
-$2.15M
|
-42,731
|
Closed
|
|
|
421
|
Warberg Asset Management
Winnetka,
Illinois
|
–
|
-$1.54M
|
-30,744
|
Closed
|
|
|
422
|
Connecticut Wealth Management
Farmington,
Connecticut
|
–
|
-$1.28M
|
-25,497
|
Closed
|
|
|
423
|
Simplicity Solutions
Minneapolis,
Minnesota
|
–
|
-$1.25M
|
-24,949
|
Closed
|
|
|
424
|
Retirement Capital Strategies
San Jose,
California
|
–
|
-$1.1M
|
-21,938
|
Closed
|
|
|
425
|
James J. Burns & Company
Melville,
New York
|
–
|
-$1.07M
|
-21,238
|
Closed
|
|
