|
226
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$12K
|
–
|
–
|
–
|
|
|
227
|
Northwest Wealth Management
Spencer,
Iowa
|
$11K
|
+$11.5K
|
+320
|
New
|
|
|
228
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$10K
|
–
|
–
|
–
|
|
|
229
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$9K
|
–
|
–
|
–
|
|
|
230
|
Thompson Davis & Co
Richmond,
Virginia
|
$9K
|
–
|
–
|
–
|
|
|
231
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$9K
|
–
|
–
|
–
|
|
|
232
|
Asset Dedication LLC
San Francisco,
California
|
$9K
|
+$9K
|
+250
|
New
|
|
|
233
|
Anchor Investment Management
Columbia,
South Carolina
|
$8.29K
|
–
|
–
|
–
|
|
|
234
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$8K
|
-$2.7K
|
-75
|
-25%
|
|
|
235
|
Avior Wealth Management
Omaha,
Nebraska
|
$8K
|
–
|
–
|
–
|
|
|
236
|
First Horizon Advisors
Memphis,
Tennessee
|
$8K
|
–
|
–
|
–
|
|
|
237
|
Hartford Financial Management
Hartford,
Connecticut
|
$8K
|
–
|
–
|
–
|
|
|
238
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$8K
|
–
|
–
|
–
|
|
|
239
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$7K
|
+$7.2K
|
+200
|
New
|
|
|
240
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$6.91K
|
–
|
–
|
–
|
|
|
241
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$6K
|
+$6.3K
|
+175
|
New
|
|
|
242
|
Accurate Investment Solutions
Seven Fields,
Pennsylvania
|
$4K
|
–
|
–
|
–
|
|
|
243
|
Whitener Capital Management
Rocky Mount,
North Carolina
|
$3K
|
–
|
–
|
–
|
|
|
244
|
YorkBridge Wealth Partners
New York
|
$3K
|
–
|
–
|
–
|
|
|
245
|
Regal Wealth Group
Seal Beach,
California
|
$2K
|
–
|
–
|
–
|
|
|
246
|
Avantax Planning Partners
Dubuque,
Iowa
|
$2K
|
+$1.62K
|
+45
|
New
|
|
|
247
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$1K
|
–
|
–
|
–
|
|
|
248
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
249
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$2.5M
|
-69,505
|
Closed
|
|
|
250
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
–
|
-$2.08M
|
-57,735
|
Closed
|
|
