|
151
|
Marshall & Sterling Wealth Advisors
Poughkeepsie,
New York
|
$710
|
–
|
–
|
–
|
|
|
152
|
IFS Advisors
Overland Park,
Kansas
|
$550
|
–
|
–
|
–
|
|
|
153
|
SOA Wealth Advisors
New York
|
$444
|
–
|
–
|
–
|
|
|
154
|
Comprehensive Financial Planning
East Petersburg,
Pennsylvania
|
$369
|
–
|
–
|
–
|
|
|
155
|
Golden State Wealth Management
Santa Ana,
California
|
$355
|
–
|
–
|
–
|
|
|
156
|
Harbour Investments
Madison,
Wisconsin
|
$355
|
–
|
–
|
–
|
|
|
157
|
NBC Securities
Birmingham,
Alabama
|
$355
|
–
|
–
|
–
|
|
|
158
|
Creative Financial Designs
Kokomo,
Indiana
|
$178
|
–
|
–
|
–
|
|
|
159
|
Steward Partners Investment Advisory
New York
|
$178
|
–
|
–
|
–
|
|
|
160
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$163
|
–
|
–
|
–
|
|
|
161
|
Highline Wealth Partners
Sherman Oaks,
California
|
$114
|
–
|
–
|
–
|
|
|
162
|
Atwood & Palmer
Kansas City,
Missouri
|
$89
|
+$102
|
+25
|
New
|
|
|
163
|
Copia Wealth Management
Bend,
Oregon
|
$71
|
–
|
–
|
–
|
|
|
164
|
WealthShield Partners
Cary,
North Carolina
|
$39
|
–
|
–
|
–
|
|
|
165
|
Addison Advisors
Middlebury,
Vermont
|
$29
|
–
|
–
|
–
|
|
|
166
|
Clearstead Advisors
Cleveland,
Ohio
|
$18
|
–
|
–
|
–
|
|
|
167
|
Curio Wealth
Annapolis,
Maryland
|
$18
|
–
|
–
|
–
|
|
|
168
|
VSM Wealth Advisory
Hunt Valley,
Maryland
|
$4
|
–
|
–
|
–
|
|
|
169
|
|
–
|
-$6.81M
|
-1,661,327
|
Closed
|
|
|
170
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
–
|
-$5.98M
|
-1,266,008
|
Closed
|
|
|
171
|
Weiss Asset Management
Boston,
Massachusetts
|
–
|
-$4.47M
|
-946,937
|
Closed
|
|
|
172
|
Birnam Oak Advisors
New York
|
–
|
-$2.8M
|
-593,782
|
Closed
|
|
|
173
|
Eschler Asset Management
London,
United Kingdom
|
–
|
-$1.4M
|
-296,784
|
Closed
|
|
|
174
|
Lotus Technology Management
Orlando,
Florida
|
–
|
-$601K
|
-127,346
|
Closed
|
|
|
175
|
|
–
|
-$520K
|
-110,162
|
Closed
|
|
