|
201
|
Sunbelt Securities
Houston,
Texas
|
$12.5K
|
–
|
–
|
–
|
|
|
202
|
WealthShield Partners
Cary,
North Carolina
|
$12.3K
|
–
|
–
|
–
|
|
|
203
|
BKM Wealth Management
Brookfield,
Wisconsin
|
$10.9K
|
+$10.4K
|
+301
|
New
|
|
|
204
|
Larson Financial Group
St Louis,
Missouri
|
$10.3K
|
-$25.7K
|
-742
|
-72%
|
|
|
205
|
Wells Fargo
San Francisco,
California
|
$9.19K
|
+$8.79K
|
+254
|
New
|
|
|
206
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$7.71K
|
+$7.38K
|
+213
|
New
|
|
|
207
|
Caldwell Trust
Venice,
Florida
|
$5.86K
|
+$5.61K
|
+162
|
New
|
|
|
208
|
Global Retirement Partners
San Rafael,
California
|
$5.43K
|
+$1.73K
|
+50
|
+50%
|
|
|
209
|
Impact Partnership Wealth
Marietta,
Georgia
|
$3K
|
-$225K
|
-6,507
|
-99%
|
|
|
210
|
Rothschild Investment LLC
Chicago,
Illinois
|
$1.88K
|
+$1.8K
|
+52
|
New
|
|
|
211
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$1K
|
+$589
|
+17
|
New
|
|
|
212
|
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
–
|
-$12.7M
|
-377,399
|
Closed
|
|
|
213
|
Foundations Investment Advisors
Phoenix,
Arizona
|
–
|
-$12.6M
|
-372,697
|
Closed
|
|
|
214
|
Evermay Wealth Management
Arlington,
Virginia
|
–
|
-$266K
|
-7,884
|
Closed
|
|
|
215
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
–
|
-$226K
|
-6,698
|
Closed
|
|
|
216
|
Personal CFO Solutions
Chester,
New Jersey
|
–
|
-$224K
|
-6,645
|
Closed
|
|
|
217
|
Applied Capital
Little Rock,
Arkansas
|
–
|
-$214K
|
-6,358
|
Closed
|
|
|
218
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
–
|
-$20.7K
|
-615
|
Closed
|
|
|
219
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
–
|
-$6.71K
|
-199
|
Closed
|
|
|
220
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
–
|
-$6.4K
|
-190
|
Closed
|
|
