|
126
|
Consultiva Wealth Management
San Juan,
Puerto Rico
|
$100K
|
–
|
–
|
–
|
|
|
127
|
|
$84.8K
|
-$6.61K
|
-221
|
-8%
|
|
|
128
|
Fiduciary Alliance
Greenville,
South Carolina
|
$76K
|
+$72.9K
|
+2,435
|
New
|
|
|
129
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$62.8K
|
–
|
–
|
–
|
|
|
130
|
Sunbelt Securities
Houston,
Texas
|
$57.5K
|
–
|
–
|
–
|
|
|
131
|
PCA Investment Advisory Services
Cincinnati,
Ohio
|
$53K
|
+$50.9K
|
+1,700
|
New
|
|
|
132
|
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
|
$44.1K
|
+$42.3K
|
+1,414
|
New
|
|
|
133
|
|
$39.4K
|
+$37.8K
|
+1,262
|
New
|
|
|
134
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$31.3K
|
-$103K
|
-3,450
|
-77%
|
|
|
135
|
Baker Avenue Asset Management
San Francisco,
California
|
$29.9K
|
+$28.7K
|
+959
|
New
|
|
|
136
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$18.4K
|
+$16.2K
|
+540
|
+1,080%
|
|
|
137
|
Larson Financial Group
St Louis,
Missouri
|
$17.8K
|
–
|
–
|
–
|
|
|
138
|
AllSquare Wealth Management
Albany,
New York
|
$10.5K
|
–
|
–
|
–
|
|
|
139
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$9.36K
|
–
|
–
|
–
|
|
|
140
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$9K
|
+$8.59K
|
+287
|
New
|
|
|
141
|
Allworth Financial
Folsom,
California
|
$3.65K
|
+$3.5K
|
+117
|
New
|
|
|
142
|
Gradient Investments
Arden Hills,
Minnesota
|
$1.47K
|
–
|
–
|
–
|
|
|
143
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$1.21M
|
-40,993
|
Closed
|
|
|
144
|
Personal CFO Solutions
Chester,
New Jersey
|
–
|
-$524K
|
-17,768
|
Closed
|
|
|
145
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
–
|
-$326K
|
-11,036
|
Closed
|
|
|
146
|
Koshinski Asset Management
Decatur,
Illinois
|
–
|
-$252K
|
-8,535
|
Closed
|
|
|
147
|
MAI Capital Management
Independence,
Ohio
|
–
|
-$209K
|
-7,089
|
Closed
|
|
|
148
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
–
|
-$25.3K
|
-859
|
Closed
|
|
|
149
|
William Blair & Company
Chicago,
Illinois
|
–
|
-$11.8K
|
-400
|
Closed
|
|
|
150
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
–
|
-$1.48K
|
-50
|
Closed
|
|
