|
1176
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$7.06K
|
–
|
–
|
–
|
|
|
1177
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$7K
|
–
|
–
|
–
|
|
|
1178
|
FWL Investment Management
Dallas,
Texas
|
$6.36K
|
+$6.29K
|
+45
|
New
|
|
|
1179
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$6K
|
-$140
|
-1
|
-2%
|
|
|
1180
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$5.65K
|
–
|
–
|
–
|
|
|
1181
|
Farther Finance Advisors
San Francisco,
California
|
$5.65K
|
+$5.59K
|
+40
|
New
|
|
|
1182
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$5.08K
|
-$2.52K
|
-18
|
-33%
|
|
|
1183
|
RE Dickinson Investment Advisors
Council Bluffs,
Iowa
|
$5K
|
–
|
–
|
–
|
|
|
1184
|
Column Capital Advisors
Indianapolis,
Indiana
|
$4.89K
|
-$755K
|
-5,398
|
-99%
|
|
|
1185
|
D.J. St. Germain
Springfield,
Massachusetts
|
$4.66K
|
+$4.62K
|
+33
|
New
|
|
|
1186
|
My Personal CFO LLC
Vancouver,
Washington
|
$2.97K
|
+$2.94K
|
+21
|
New
|
|
|
1187
|
Antonetti Capital Management
Naples,
Florida
|
$2.54K
|
-$280
|
-2
|
-10%
|
|
|
1188
|
Winch Advisory Services
Appleton,
Wisconsin
|
$2K
|
–
|
–
|
–
|
|
|
1189
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$1.41K
|
–
|
–
|
–
|
|
|
1190
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$1.27K
|
–
|
–
|
–
|
|
|
1191
|
Lazard Asset Management
New York
|
$1K
|
–
|
–
|
–
|
|
|
1192
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$849
|
+$280
|
+2
|
+50%
|
|
|
1193
|
Colonial Trust
Spartanburg,
South Carolina
|
$284
|
+$280
|
+2
|
New
|
|
|
1194
|
Davidson Capital Management
Corpus Christi,
Texas
|
$282
|
-$31.4M
|
-224,196
|
-100%
|
|
|
1195
|
Running Point Capital Advisors
El Segundo,
California
|
$121
|
–
|
–
|
–
|
|
|
1196
|
Westside Investment Management
Santa Monica,
California
|
$55
|
+$54.8K
|
+392
|
New
|
|
|
1197
|
IFS Advisors
Overland Park,
Kansas
|
$7
|
–
|
–
|
–
|
|
|
1198
|
|
–
|
-$27.5M
|
-216,157
|
Closed
|
|
|
1199
|
Affinity Wealth Management
Wilmington,
Delaware
|
–
|
-$19.2M
|
-150,938
|
Closed
|
|
|
1200
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
–
|
-$8.37M
|
-65,733
|
Closed
|
|
