|
401
|
Evergreen Private Wealth
Greenwood Village,
Colorado
|
$8.27K
|
–
|
–
|
–
|
|
|
402
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$7.29K
|
+$7.3K
|
+144
|
New
|
|
|
403
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$3.96K
|
–
|
–
|
–
|
|
|
404
|
Realta Investment Advisors
Wilmington,
Delaware
|
$3.73K
|
+$3.7K
|
+73
|
New
|
|
|
405
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$51
|
+$51
|
+1
|
New
|
|
|
406
|
Asio Capital
Lexington,
Kentucky
|
–
|
-$16.1M
|
-316,850
|
Closed
|
|
|
407
|
AlphaCore Capital
La Jolla,
California
|
–
|
-$9.34M
|
-183,641
|
Closed
|
|
|
408
|
AE Wealth Management
Topeka,
Kansas
|
–
|
-$2.78M
|
-54,807
|
Closed
|
|
|
409
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
–
|
-$688K
|
-13,561
|
Closed
|
|
|
410
|
Waypoint Wealth Counsel
Atlanta,
Georgia
|
–
|
-$597K
|
-11,762
|
Closed
|
|
|
411
|
Meridian Wealth Management
Lexington,
Kentucky
|
–
|
-$526K
|
-10,369
|
Closed
|
|
|
412
|
FDx Advisors
Chicago,
Illinois
|
–
|
-$448K
|
-8,821
|
Closed
|
|
|
413
|
IFG Advisory
Atlanta,
Georgia
|
–
|
-$436K
|
-8,602
|
Closed
|
|
|
414
|
Opes Wealth Management
Menlo Park,
California
|
–
|
-$424K
|
-8,360
|
Closed
|
|
|
415
|
Advisor Resource Council
Dallas,
Texas
|
–
|
-$417K
|
-8,220
|
Closed
|
|
|
416
|
Lido Advisors
Los Angeles,
California
|
–
|
-$376K
|
-7,383
|
Closed
|
|
|
417
|
Great Diamond Partners
Portland,
Maine
|
–
|
-$302K
|
-5,947
|
Closed
|
|
|
418
|
Brio Consultants
San Francisco,
California
|
–
|
-$264K
|
-5,201
|
Closed
|
|
|
419
|
Western Wealth Management
Golden,
Colorado
|
–
|
-$247K
|
-4,861
|
Closed
|
|
|
420
|
Prosperity Wealth Management
San Ramon,
California
|
–
|
-$247K
|
-4,860
|
Closed
|
|
|
421
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
–
|
-$242K
|
-4,775
|
Closed
|
|
|
422
|
Choreo LLC
Rockford,
Illinois
|
–
|
-$233K
|
-4,588
|
Closed
|
|
|
423
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
–
|
-$223K
|
-4,387
|
Closed
|
|
|
424
|
Parsons Capital Management
Providence,
Rhode Island
|
–
|
-$208K
|
-4,097
|
Closed
|
|
|
425
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
–
|
-$202K
|
-3,980
|
Closed
|
|
