|
301
|
Simon Quick Advisors
Morristown,
New Jersey
|
$7K
|
–
|
–
|
–
|
|
|
302
|
Tarbox Family Office
Newport Beach,
California
|
$7K
|
–
|
–
|
–
|
|
|
303
|
Evolution Wealth Advisors
Aventura,
Florida
|
$5K
|
-$7.41K
|
-160
|
-61%
|
|
|
304
|
Bellevue Asset Management
Bellevue,
Washington
|
$5K
|
–
|
–
|
–
|
|
|
305
|
Bessemer Group
Woodbridge,
New Jersey
|
$5K
|
–
|
–
|
–
|
|
|
306
|
Better Money Decisions
Santa Fe,
New Mexico
|
$5K
|
–
|
–
|
–
|
|
|
307
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$5K
|
–
|
–
|
–
|
|
|
308
|
Navigation Wealth Management
Fort Collins,
Colorado
|
$5K
|
–
|
–
|
–
|
|
|
309
|
Pin Oak Investment Advisors
Houston,
Texas
|
$5K
|
–
|
–
|
–
|
|
|
310
|
Whittier Trust
South Pasadena,
California
|
$5K
|
–
|
–
|
–
|
|
|
311
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$4K
|
–
|
–
|
–
|
|
|
312
|
Creative Financial Designs
Kokomo,
Indiana
|
$4K
|
–
|
–
|
–
|
|
|
313
|
McIlrath & Eck
Arlington,
Washington
|
$4K
|
–
|
–
|
–
|
|
|
314
|
Meeder Asset Management
Dublin,
Ohio
|
$4K
|
+$1.85K
|
+40
|
+103%
|
|
|
315
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$4K
|
+$3.7K
|
+80
|
New
|
|
|
316
|
Koshinski Asset Management
Decatur,
Illinois
|
$3.14K
|
+$3.01K
|
+65
|
New
|
|
|
317
|
Concord Wealth Partners
Abingdon,
Virginia
|
$3K
|
–
|
–
|
–
|
|
|
318
|
TFC Financial Management
Boston,
Massachusetts
|
$2K
|
-$2.18K
|
-47
|
-48%
|
|
|
319
|
Centerpoint Advisors
Needham,
Massachusetts
|
$2K
|
–
|
–
|
–
|
|
|
320
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$2K
|
–
|
–
|
–
|
|
|
321
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$2K
|
–
|
–
|
–
|
|
|
322
|
Clearstead Advisors
Cleveland,
Ohio
|
$1K
|
–
|
–
|
–
|
|
|
323
|
Iron Horse Wealth Management
Johston,
Iowa
|
$1K
|
+$787
|
+17
|
New
|
|
|
324
|
Red Tortoise LLC
Atlanta,
Georgia
|
$1K
|
+$6.85K
|
+148
|
New
|
|
|
325
|
Avidity Partners Management
Dallas,
Texas
|
–
|
-$61.7M
|
-1,367,000
|
Closed
|
|
