|
926
|
Keener Financial Planning
Keller,
Texas
|
$1K
|
+$1.88K
|
+20
|
New
|
|
|
927
|
Provenance Wealth Advisors
Fort Lauderdale,
Florida
|
$952
|
+$939
|
+10
|
New
|
|
|
928
|
Financial Network Wealth Advisors
Murray,
Utah
|
$666
|
+$658
|
+7
|
New
|
|
|
929
|
Binnacle Investments
Urbandale,
Iowa
|
$476
|
+$470
|
+5
|
New
|
|
|
930
|
MGB Wealth Management
Addison,
Texas
|
$476
|
+$470
|
+5
|
New
|
|
|
931
|
PFS Partners
Mine Hill,
New Jersey
|
$476
|
+$470
|
+5
|
New
|
|
|
932
|
Bear Mountain Capital
Seattle,
Washington
|
$384
|
+$376
|
+4
|
New
|
|
|
933
|
Cheviot Value Management
Beverly Hills,
California
|
$289
|
–
|
–
|
–
|
|
|
934
|
Imprint Wealth
Mount Pleasant,
South Carolina
|
$190
|
+$188
|
+2
|
New
|
|
|
935
|
Compass Financial Services
West Des Moines,
Iowa
|
$95
|
+$94
|
+1
|
New
|
|
|
936
|
Holos Integrated Wealth
Kennett Square,
Pennsylvania
|
$19
|
–
|
–
|
–
|
|
|
937
|
Readystate Asset Management
Chicago,
Illinois
|
–
|
-$20.3M
|
-215,945
|
Closed
|
|
|
938
|
|
–
|
-$20.2M
|
-214,800
|
Closed
|
|
|
939
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
–
|
-$13.4M
|
-142,234
|
Closed
|
|
|
940
|
DOHJ LLC
Seattle,
Washington
|
–
|
-$11.9M
|
-129,231
|
Closed
|
|
|
941
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
–
|
-$7.98M
|
-85,039
|
Closed
|
|
|
942
|
ARQ Wealth Advisors
Scottsdale,
Arizona
|
–
|
-$3.51M
|
-37,444
|
Closed
|
|
|
943
|
Summit X LLC
Chesterfield,
Missouri
|
–
|
-$3.38M
|
-36,027
|
Closed
|
|
|
944
|
WealthPlan Investment Management
Omaha,
Nebraska
|
–
|
-$2.29M
|
-24,342
|
Closed
|
|
|
945
|
VisionPoint Advisory Group
Dallas,
Texas
|
–
|
-$1.6M
|
-17,089
|
Closed
|
|
|
946
|
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
–
|
-$1.6M
|
-17,015
|
Closed
|
|
|
947
|
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
–
|
-$1.46M
|
-15,580
|
Closed
|
|
|
948
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
–
|
-$1.39M
|
-14,852
|
Closed
|
|
|
949
|
Robertson Stephens Wealth Management
San Francisco,
California
|
–
|
-$1.15M
|
-12,296
|
Closed
|
|
|
950
|
Beaumont Capital Management
Boston,
Massachusetts
|
–
|
-$1.15M
|
-12,256
|
Closed
|
|
