|
301
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$1.22K
|
–
|
–
|
–
|
|
|
302
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$1.22K
|
–
|
–
|
–
|
|
|
303
|
Geneos Wealth Management
Englewood,
Colorado
|
$1.22K
|
–
|
–
|
–
|
|
|
304
|
Gill Capital Partners
Denver,
Colorado
|
$1.22K
|
+$1.32K
|
+100
|
New
|
|
|
305
|
AssetMark Inc
Concord,
California
|
$1.1K
|
+$1.19K
|
+90
|
New
|
|
|
306
|
Covestor
London,
United Kingdom
|
$1K
|
+$422
|
+32
|
+246%
|
|
|
307
|
Hantz Financial Services
Southfield,
Michigan
|
$1K
|
+$990
|
+75
|
New
|
|
|
308
|
Avion Wealth
The Woodlands,
Texas
|
$1K
|
+$1.32K
|
+100
|
New
|
|
|
309
|
Creative Financial Designs
Kokomo,
Indiana
|
$770
|
+$832
|
+63
|
New
|
|
|
310
|
Clearstead Advisors
Cleveland,
Ohio
|
$723
|
+$779
|
+59
|
New
|
|
|
311
|
Bare Financial Services
Gap,
Pennsylvania
|
$709
|
–
|
–
|
–
|
|
|
312
|
Basecamp Wealth Advisors
Bellevue,
Washington
|
$636
|
+$581
|
+44
|
+550%
|
|
|
313
|
Rialto Wealth Management
Syracuse,
New York
|
$526
|
+$568
|
+43
|
New
|
|
|
314
|
Aspect Partners
Fairfax,
Virginia
|
$245
|
+$264
|
+20
|
New
|
|
|
315
|
Comprehensive Financial Planning
East Petersburg,
Pennsylvania
|
$245
|
+$264
|
+20
|
New
|
|
|
316
|
Bell Investment Advisors
Oakland,
California
|
$233
|
+$251
|
+19
|
New
|
|
|
317
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
$221
|
+$238
|
+18
|
New
|
|
|
318
|
Abound Wealth Management
Franklin,
Tennessee
|
$196
|
+$211
|
+16
|
New
|
|
|
319
|
Strategic Wealth Partners
Independence,
Ohio
|
$112
|
+$119
|
+9
|
New
|
|
|
320
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$110
|
+$119
|
+9
|
New
|
|
|
321
|
McGuire Capital Advisors
Bethany,
Oklahoma
|
$86
|
+$92
|
+7
|
New
|
|
|
322
|
Silver Grove Financial Group
Orchard Park,
New York
|
$86
|
+$92
|
+7
|
New
|
|
|
323
|
Keating Financial Advisory Services
Manhattan,
Kansas
|
$24
|
–
|
–
|
–
|
|
|
324
|
|
–
|
-$25.4M
|
-1,923,254
|
Closed
|
|
|
325
|
Trivest Advisors
Hong Kong
|
–
|
-$5.4M
|
-635,000
|
Closed
|
|
