|
251
|
Bernard Wealth Management
Royal Oak,
Michigan
|
$6.13K
|
+$6.11K
|
+149
|
New
|
|
|
252
|
Synergy Asset Management
Vancouver,
Washington
|
$4.57K
|
+$4.63K
|
+113
|
New
|
|
|
253
|
|
$4.18K
|
-$145K
|
-3,528
|
-97%
|
|
|
254
|
Sterling Capital Management
Charlotte,
North Carolina
|
$3.87K
|
–
|
–
|
–
|
|
|
255
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$2.47K
|
–
|
–
|
–
|
|
|
256
|
Rothschild Investment LLC
Chicago,
Illinois
|
$2.14K
|
–
|
–
|
–
|
|
|
257
|
Fidelity Investments
Boston,
Massachusetts
|
$1.07K
|
+$1.06K
|
+26
|
New
|
|
|
258
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$1K
|
–
|
–
|
–
|
|
|
259
|
Personal CFO Solutions
Chester,
New Jersey
|
–
|
-$20.2M
|
-499,198
|
Closed
|
|
|
260
|
|
–
|
-$12.9M
|
-318,928
|
Closed
|
|
|
261
|
Cypress Wealth Services
Palm Desert,
California
|
–
|
-$1.24M
|
-30,554
|
Closed
|
|
|
262
|
Summit Wealth Partners
Orlando,
Florida
|
–
|
-$577K
|
-14,250
|
Closed
|
|
|
263
|
Souders Financial Advisors
Cincinnati,
Ohio
|
–
|
-$393K
|
-9,711
|
Closed
|
|
|
264
|
|
–
|
-$364K
|
-8,997
|
Closed
|
|
|
265
|
Corient Private Wealth
Miami,
Florida
|
–
|
-$305K
|
-7,528
|
Closed
|
|
|
266
|
ACT Advisors
Asheville,
North Carolina
|
–
|
-$292K
|
-7,218
|
Closed
|
|
|
267
|
Pillar Wealth Advisors
West Chester,
Pennsylvania
|
–
|
-$226K
|
-5,593
|
Closed
|
|
|
268
|
Maia Wealth
Denver,
Colorado
|
–
|
-$209K
|
-5,144
|
Closed
|
|
|
269
|
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
–
|
-$201K
|
-4,955
|
Closed
|
|
|
270
|
Macroview Investment Management
Bethesda,
Maryland
|
–
|
-$78.1K
|
-1,930
|
Closed
|
|
|
271
|
Reston Wealth Management
Reston,
Virginia
|
–
|
-$40.5K
|
-1,000
|
Closed
|
|
|
272
|
Paladin Wealth
Arden Hills,
Minnesota
|
–
|
-$22.8K
|
-564
|
Closed
|
|
|
273
|
Tidemark
San Diego,
California
|
–
|
-$16.2K
|
-400
|
Closed
|
|
