|
276
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$104K
|
–
|
–
|
–
|
|
|
277
|
|
$101K
|
–
|
–
|
–
|
|
|
278
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$99K
|
–
|
–
|
–
|
|
|
279
|
Innovative Asset Advisors Group
Shelton,
Connecticut
|
$49.5K
|
+$48.7K
|
+1,000
|
New
|
|
|
280
|
AssetMark Inc
Concord,
California
|
$48.4K
|
+$3.26K
|
+67
|
+7%
|
|
|
281
|
Regatta Research & Money Management
Metairie,
Louisiana
|
$45.8K
|
+$45K
|
+925
|
New
|
|
|
282
|
PlanVest Financial
Gaithersburg,
Maryland
|
$31.6K
|
–
|
–
|
–
|
|
|
283
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$28K
|
-$104K
|
-2,140
|
-79%
|
|
|
284
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
$24.7K
|
-$24.3K
|
-500
|
-50%
|
|
|
285
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$20.9K
|
-$12K
|
-247
|
-37%
|
|
|
286
|
Barclays
London,
United Kingdom
|
$19.8K
|
+$19.5K
|
+400
|
New
|
|
|
287
|
Clearstead Advisors
Cleveland,
Ohio
|
$16.1K
|
–
|
–
|
–
|
|
|
288
|
AmeriFlex Group
Las Vegas,
Nevada
|
$15.8K
|
–
|
–
|
–
|
|
|
289
|
Chapman Financial Group
Kailua,
Hawaii
|
$14.8K
|
–
|
–
|
–
|
|
|
290
|
Elevated Capital Advisors
Sandy,
Utah
|
$7.92K
|
–
|
–
|
–
|
|
|
291
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$7.42K
|
–
|
–
|
–
|
|
|
292
|
Golden State Wealth Management
Santa Ana,
California
|
$6.68K
|
+$6.57K
|
+135
|
New
|
|
|
293
|
Country Trust Bank
Bloomington,
Illinois
|
$3.71K
|
+$3.65K
|
+75
|
New
|
|
|
294
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$148
|
–
|
–
|
–
|
|
|
295
|
Personal CFO Solutions
Chester,
New Jersey
|
–
|
-$27.4M
|
-593,514
|
Closed
|
|
|
296
|
West Michigan Advisors
Holland,
Michigan
|
–
|
-$7.89M
|
-171,045
|
Closed
|
|
|
297
|
LeClair Wealth Partners
Dublin,
Ohio
|
–
|
-$5.82M
|
-126,115
|
Closed
|
|
|
298
|
KMG Fiduciary Partners
Toledo,
Ohio
|
–
|
-$2.05M
|
-44,492
|
Closed
|
|
|
299
|
Wellington-Altus USA
Winnipeg, Manitoba,
Manitoba, Canada
|
–
|
-$1.06M
|
-21,500
|
Closed
|
|
|
300
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
–
|
-$457K
|
-9,900
|
Closed
|
|
