|
501
|
SRH Advisors
Salina,
Kansas
|
$1K
|
–
|
–
|
–
|
|
|
502
|
West Oak Capital
Westlake Village,
California
|
$1K
|
–
|
–
|
–
|
|
|
503
|
Worth Asset Management
Dallas,
Texas
|
$1K
|
–
|
–
|
–
|
|
|
504
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1K
|
+$62
|
+6
|
+600%
|
|
|
505
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$1K
|
+$187
|
+18
|
+21%
|
|
|
506
|
Goodwin Investment Advisory
Woodstock,
Georgia
|
$1K
|
+$738
|
+71
|
New
|
|
|
507
|
First Personal Financial Services
Charlotte,
North Carolina
|
$1K
|
+$822
|
+79
|
+99%
|
|
|
508
|
|
$1K
|
+$1.03K
|
+99
|
+495%
|
|
|
509
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$1K
|
+$1.07K
|
+103
|
New
|
|
|
510
|
Operose Advisors
Milwaukee,
Wisconsin
|
$1K
|
+$1.37K
|
+132
|
New
|
|
|
511
|
|
$1K
|
+$1.87K
|
+180
|
New
|
|
|
512
|
Anchor Investment Management
Columbia,
South Carolina
|
$984
|
-$208
|
-20
|
-14%
|
|
|
513
|
Fairfield Financial Advisors
Wellesley,
Massachusetts
|
$852
|
–
|
–
|
–
|
|
|
514
|
WR Wealth Planners
Columbia,
Missouri
|
$744
|
–
|
–
|
–
|
|
|
515
|
Abound Wealth Management
Franklin,
Tennessee
|
$612
|
+$770
|
+74
|
New
|
|
|
516
|
Kelly Financial Services
Braintree,
Massachusetts
|
$504
|
–
|
–
|
–
|
|
|
517
|
Stephens Consulting
Flint,
Michigan
|
$305
|
-$229
|
-22
|
-37%
|
|
|
518
|
United Community Bank
Greenville,
South Carolina
|
$190
|
+$239
|
+23
|
New
|
|
|
519
|
Cornerstone Management
Duluth,
Georgia
|
$166
|
–
|
–
|
–
|
|
|
520
|
Halpern Financial
Ashburn,
Virginia
|
$141
|
+$10
|
+1
|
+6%
|
|
|
521
|
Raffa Wealth Management
Washington,
District of Columbia
|
$124
|
-$156
|
-15
|
-50%
|
|
|
522
|
Family CFO
Los Altos,
California
|
$116
|
–
|
–
|
–
|
|
|
523
|
Financial Perspectives
Minneapolis,
Minnesota
|
$66
|
–
|
–
|
–
|
|
|
524
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
–
|
-$10.5M
|
-1,077,656
|
Closed
|
|
|
525
|
Holocene Advisors
New York
|
–
|
-$1.9M
|
-194,379
|
Closed
|
|
