|
301
|
Private Wealth Asset Management
Cedar Rapids,
Iowa
|
$1.21K
|
–
|
–
|
–
|
|
|
302
|
Raffa Wealth Management
Washington,
District of Columbia
|
$1.21K
|
–
|
–
|
–
|
|
|
303
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$1.21K
|
+$1.07K
|
+7
|
New
|
|
|
304
|
Creative Financial Designs
Kokomo,
Indiana
|
$1.04K
|
–
|
–
|
–
|
|
|
305
|
D.J. St. Germain
Springfield,
Massachusetts
|
$1.04K
|
–
|
–
|
–
|
|
|
306
|
Retirement Wealth Solutions
Marshfield,
Wisconsin
|
$1.04K
|
+$459
|
+3
|
+100%
|
|
|
307
|
Breakwater Investment Management
Seattle,
Washington
|
$1.04K
|
+$917
|
+6
|
New
|
|
|
308
|
|
$1.04K
|
+$917
|
+6
|
New
|
|
|
309
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$1K
|
+$765
|
+5
|
New
|
|
|
310
|
LRI Investments
Palm Beach Gardens,
Florida
|
$866
|
+$459
|
+3
|
+150%
|
|
|
311
|
Bell Investment Advisors
Oakland,
California
|
$693
|
–
|
–
|
–
|
|
|
312
|
Trifecta Capital Advisors
Northbrook,
Illinois
|
$693
|
+$612
|
+4
|
New
|
|
|
313
|
Burk Holdings
Tulsa,
Oklahoma
|
$692
|
–
|
–
|
–
|
|
|
314
|
Highland Investment Advisors
Ponte Vedra,
Florida
|
$692
|
+$612
|
+4
|
New
|
|
|
315
|
Downshift Financial
Boulder,
Colorado
|
$519
|
+$459
|
+3
|
New
|
|
|
316
|
Geneos Wealth Management
Englewood,
Colorado
|
$519
|
+$459
|
+3
|
New
|
|
|
317
|
Monetary Solutions
Dayton,
Ohio
|
$346
|
+$306
|
+2
|
New
|
|
|
318
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$336
|
+$306
|
+2
|
New
|
|
|
319
|
Abound Wealth Management
Franklin,
Tennessee
|
$174
|
–
|
–
|
–
|
|
|
320
|
Bogart Wealth LLC
Mclean,
Virginia
|
$173
|
+$153
|
+1
|
New
|
|
|
321
|
Institute for Wealth Management
Denver,
Colorado
|
$1
|
–
|
–
|
–
|
|
|
322
|
Burkett Asset Management
Victoria,
|
–
|
-$2.64M
|
-19,757
|
Closed
|
|
|
323
|
Schonfeld Strategic Advisors
New York
|
–
|
-$2.4M
|
-18,010
|
Closed
|
|
|
324
|
Holocene Advisors
New York
|
–
|
-$1.11M
|
-8,331
|
Closed
|
|
|
325
|
Aperture Investors
New York
|
–
|
-$1.09M
|
-8,204
|
Closed
|
|
