|
201
|
Creative Financial Designs
Kokomo,
Indiana
|
$35K
|
+$12.6K
|
+528
|
+55%
|
|
|
202
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$32K
|
–
|
–
|
–
|
|
|
203
|
Concord Wealth Partners
Abingdon,
Virginia
|
$25K
|
+$9.5K
|
+397
|
+59%
|
|
|
204
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$24K
|
–
|
–
|
–
|
|
|
205
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$24K
|
–
|
–
|
–
|
|
|
206
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$21.8K
|
–
|
–
|
–
|
|
|
207
|
Worth Asset Management
Dallas,
Texas
|
$21K
|
+$23.9K
|
+1,000
|
New
|
|
|
208
|
Selective Wealth Management
Forest,
Virginia
|
$20K
|
–
|
–
|
–
|
|
|
209
|
Rockefeller Capital Management
New York
|
$13K
|
-$25.1K
|
-1,050
|
-65%
|
|
|
210
|
|
$13K
|
+$13.1K
|
+546
|
New
|
|
|
211
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$10K
|
–
|
–
|
–
|
|
|
212
|
Global Retirement Partners
San Rafael,
California
|
$9K
|
+$10.6K
|
+443
|
New
|
|
|
213
|
|
$7K
|
–
|
–
|
–
|
|
|
214
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$7K
|
–
|
–
|
–
|
|
|
215
|
Tucker Asset Management
Littleton,
Colorado
|
$5.19K
|
+$5.29K
|
+221
|
New
|
|
|
216
|
Matthew Hamilton Rosenberg
|
$5K
|
-$41K
|
-1,711
|
-89%
|
|
|
217
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$5K
|
+$72
|
+3
|
+1%
|
|
|
218
|
Dravo Bay
Rehoboth Beach,
Delaware
|
$4.93K
|
+$5.03K
|
+210
|
New
|
|
|
219
|
Steward Partners Investment Advisory
New York
|
$4K
|
-$344K
|
-14,389
|
-99%
|
|
|
220
|
Geneos Wealth Management
Englewood,
Colorado
|
$4K
|
+$4.81K
|
+201
|
New
|
|
|
221
|
|
$1K
|
+$814
|
+34
|
New
|
|
|
222
|
Glovista Investments
Jersey City,
New Jersey
|
–
|
-$5.93M
|
-230,686
|
Closed
|
|
|
223
|
Pinnacle Wealth Management
Roseville,
California
|
–
|
-$4.48M
|
-173,968
|
Closed
|
|
|
224
|
Acute Investment Advisory
Mesa,
Arizona
|
–
|
-$3.75M
|
-145,674
|
Closed
|
|
|
225
|
Advisors Management Group
La Crosse,
Wisconsin
|
–
|
-$1.73M
|
-67,226
|
Closed
|
|
