|
276
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$10K
|
+$8.54K
|
+43
|
New
|
|
|
277
|
Creative Financial Designs
Kokomo,
Indiana
|
$8K
|
–
|
–
|
–
|
|
|
278
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$8K
|
+$1.39K
|
+7
|
+25%
|
|
|
279
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$8K
|
+$6.95K
|
+35
|
New
|
|
|
280
|
TCI Wealth Advisors
Tucson,
Arizona
|
$6K
|
–
|
–
|
–
|
|
|
281
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$5K
|
–
|
–
|
–
|
|
|
282
|
Savior LLC
Wellesley Hills,
Massachusetts
|
$5K
|
–
|
–
|
–
|
|
|
283
|
Valeo Financial Advisors
Carmel,
Indiana
|
$5K
|
–
|
–
|
–
|
|
|
284
|
Nisa Investment Advisors
St. Louis,
Missouri
|
$5K
|
+$3.97K
|
+20
|
New
|
|
|
285
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$4K
|
–
|
–
|
–
|
|
|
286
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$4K
|
–
|
–
|
–
|
|
|
287
|
American Portfolios Advisors
Holbrook,
New York
|
$3.47K
|
-$604K
|
-3,040
|
-100%
|
|
|
288
|
Freestone Capital Holdings
Seattle,
Washington
|
$3.47K
|
–
|
–
|
–
|
|
|
289
|
Pathstone Family Office
Englewood,
New Jersey
|
$3K
|
+$2.19K
|
+11
|
New
|
|
|
290
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$2K
|
-$199
|
-1
|
-13%
|
|
|
291
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$2K
|
+$1.39K
|
+7
|
New
|
|
|
292
|
AssetMark Inc
Concord,
California
|
$2K
|
+$1.59K
|
+8
|
New
|
|
|
293
|
Next Financial Group
Houston,
Texas
|
$2K
|
+$1.59K
|
+8
|
New
|
|
|
294
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$2K
|
+$1.79K
|
+9
|
New
|
|
|
295
|
Cordasco Financial Network
Naples,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
296
|
Glassman Wealth Services
Vienna,
Virginia
|
$1K
|
–
|
–
|
–
|
|
|
297
|
Vantage Consulting Group
Virginia Beach,
Virginia
|
$1K
|
+$596
|
+3
|
New
|
|
|
298
|
Inspire Advisors
Meridian,
Idaho
|
$1K
|
+$1.19K
|
+6
|
New
|
|
|
299
|
tru Independence
Portland,
Oregon
|
$752
|
+$645K
|
+3,246
|
New
|
|
|
300
|
Champlain Investment Partners
Burlington,
Vermont
|
–
|
-$49.8M
|
-310,310
|
Closed
|
|
