|
201
|
Parallel Advisors
San Francisco,
California
|
$103K
|
+$103K
|
+2,045
|
New
|
|
|
202
|
CVA Family Office
Denver,
Colorado
|
$99.7K
|
–
|
–
|
–
|
|
|
203
|
CX Institutional
Auburn,
Indiana
|
$76K
|
+$553
|
+11
|
+0.7%
|
|
|
204
|
Geneos Wealth Management
Englewood,
Colorado
|
$74.7K
|
–
|
–
|
–
|
|
|
205
|
Wells Fargo
San Francisco,
California
|
$55.2K
|
+$50.2K
|
+999
|
+1,030%
|
|
|
206
|
Harbor Asset Planning
Belmont,
Massachusetts
|
$49.3K
|
+$352
|
+7
|
+0.7%
|
|
|
207
|
International Assets Investment Management
Orlando,
Florida
|
$36.6K
|
+$36.6K
|
+728
|
New
|
|
|
208
|
Global Retirement Partners
San Rafael,
California
|
$36.3K
|
+$36.3K
|
+721
|
New
|
|
|
209
|
Friedenthal Financial
Marlton,
New Jersey
|
$34.8K
|
-$99.6K
|
-1,980
|
-74%
|
|
|
210
|
Signature Equity Partners
Columbus,
Ohio
|
$32.7K
|
-$9.91K
|
-197
|
-23%
|
|
|
211
|
City State Bank
Norwalk,
Iowa
|
$19.2K
|
–
|
–
|
–
|
|
|
212
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$11K
|
-$11.1K
|
-220
|
-50%
|
|
|
213
|
Valley Wealth Managers
Paramus,
New Jersey
|
$10.1K
|
–
|
–
|
–
|
|
|
214
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$10K
|
–
|
–
|
–
|
|
|
215
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$9.52K
|
-$3.67K
|
-73
|
-28%
|
|
|
216
|
Raffa Wealth Management
Washington,
District of Columbia
|
$5.79K
|
–
|
–
|
–
|
|
|
217
|
Harborfront Financial Group
Ludington,
Michigan
|
$4.81K
|
+$4.78K
|
+95
|
New
|
|
|
218
|
Blue Trust Inc
Alpharetta,
Georgia
|
$4.38K
|
+$4.38K
|
+87
|
New
|
|
|
219
|
Strategic Wealth Advisors
Scottsdale,
Arizona
|
$4K
|
–
|
–
|
–
|
|
|
220
|
NBC Securities
Birmingham,
Alabama
|
$2.52K
|
–
|
–
|
–
|
|
|
221
|
AssetMark Inc
Concord,
California
|
$403
|
–
|
–
|
–
|
|
|
222
|
Strategic Wealth Partners
Independence,
Ohio
|
$38
|
–
|
–
|
–
|
|
|
223
|
Crewe Advisors
Salt Lake City,
Utah
|
–
|
-$15.5M
|
-307,365
|
Closed
|
|
|
224
|
Portfolio Design Labs
Encino,
California
|
–
|
-$5.62M
|
-111,610
|
Closed
|
|
|
225
|
Ascent Group
Virginia Beach,
Virginia
|
–
|
-$4.74M
|
-94,144
|
Closed
|
|
