|
1051
|
Summit Wealth Group
White River Junction,
Vermont
|
$2K
|
+$12.5M
|
+140,262
|
New
|
|
|
1052
|
Cascade Investment Advisors
Oregon City,
Oregon
|
$1.81K
|
+$1.78K
|
+20
|
New
|
|
|
1053
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$1.36K
|
–
|
–
|
–
|
|
|
1054
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
$1K
|
-$35K
|
-394
|
-98%
|
|
|
1055
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$362
|
-$459K
|
-5,168
|
-100%
|
|
|
1056
|
Ruedi Wealth Management
Champaign,
Illinois
|
$105
|
–
|
–
|
–
|
|
|
1057
|
SigFig Wealth Management
San Francisco,
California
|
–
|
-$316M
|
-3,677,355
|
Closed
|
|
|
1058
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
–
|
-$19.4M
|
-228,685
|
Closed
|
|
|
1059
|
SPC Financial Inc
Rockville,
Maryland
|
–
|
-$16.7M
|
-197,216
|
Closed
|
|
|
1060
|
Aft Forsyth & Sober
Valrico,
Florida
|
–
|
-$12.8M
|
-151,455
|
Closed
|
|
|
1061
|
Custos Family Office
Austin,
Texas
|
–
|
-$4.8M
|
-56,613
|
Closed
|
|
|
1062
|
Ackerman Capital Advisors
Dallas,
Texas
|
–
|
-$3.63M
|
-42,833
|
Closed
|
|
|
1063
|
Vanguard Personalized Indexing Management
Oakland,
California
|
–
|
-$1.85M
|
-21,823
|
Closed
|
|
|
1064
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
–
|
-$1.19M
|
-14,040
|
Closed
|
|
|
1065
|
Broad Run Investment Management
Arlington,
Virginia
|
–
|
-$964K
|
-11,369
|
Closed
|
|
|
1066
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
–
|
-$793K
|
-9,350
|
Closed
|
|
|
1067
|
Park Avenue Securities
New York
|
–
|
-$713K
|
-8,405
|
Closed
|
|
|
1068
|
Bradley Foster & Sargent
Hartford,
Connecticut
|
–
|
-$679K
|
-8,002
|
Closed
|
|
|
1069
|
Cutler Group
San Francisco,
California
|
–
|
-$693K
|
-7,806
|
Closed
|
|
|
1070
|
Red Tortoise LLC
Atlanta,
Georgia
|
–
|
-$657K
|
-7,744
|
Closed
|
|
|
1071
|
Continuum Wealth Advisors
Saratoga Springs,
New York
|
–
|
-$648K
|
-7,636
|
Closed
|
|
|
1072
|
Arete Wealth Advisors
Chicago,
Illinois
|
–
|
-$594K
|
-6,999
|
Closed
|
|
|
1073
|
LWMG LLC
Lake Elmo,
Minnesota
|
–
|
-$536K
|
-6,319
|
Closed
|
|
|
1074
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
–
|
-$466K
|
-5,501
|
Closed
|
|
|
1075
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
–
|
-$448K
|
-5,279
|
Closed
|
|
