|
201
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$6K
|
–
|
–
|
–
|
|
|
202
|
First Personal Financial Services
Charlotte,
North Carolina
|
$6K
|
+$5.6K
|
+59
|
New
|
|
|
203
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$5.59K
|
+$5.69K
|
+60
|
New
|
|
|
204
|
Accurate Investment Solutions
Seven Fields,
Pennsylvania
|
$5K
|
–
|
–
|
–
|
|
|
205
|
Allworth Financial
Folsom,
California
|
$5K
|
–
|
–
|
–
|
|
|
206
|
Signature Wealth Management Group
Atlanta,
Georgia
|
$5K
|
–
|
–
|
–
|
|
|
207
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$4K
|
-$3.04K
|
-32
|
-38%
|
|
|
208
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$4K
|
-$1.99K
|
-21
|
-33%
|
|
|
209
|
Elm Advisors
Burlingame,
California
|
$4K
|
+$3.79K
|
+40
|
New
|
|
|
210
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$2K
|
-$687K
|
-7,240
|
-100%
|
|
|
211
|
Steward Partners Investment Advisory
New York
|
$2K
|
–
|
–
|
–
|
|
|
212
|
Endurance Wealth Management
Providence,
Rhode Island
|
$1K
|
–
|
–
|
–
|
|
|
213
|
MV Capital Management
Bethesda,
Maryland
|
$1K
|
–
|
–
|
–
|
|
|
214
|
SeaCrest Wealth Management
Purchase,
New York
|
$1K
|
–
|
–
|
–
|
|
|
215
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
$1K
|
+$1.8K
|
+19
|
New
|
|
|
216
|
Independent Order of Foresters
Toronto,
Ontario, Canada
|
–
|
-$64.7M
|
-688,450
|
Closed
|
|
|
217
|
|
–
|
-$1.24M
|
-13,218
|
Closed
|
|
|
218
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
–
|
-$623K
|
-6,632
|
Closed
|
|
|
219
|
Perigon Wealth Management
San Francisco,
California
|
–
|
-$447K
|
-4,759
|
Closed
|
|
|
220
|
B. Riley Financial
Los Angeles,
California
|
–
|
-$403K
|
-4,251
|
Closed
|
|
|
221
|
Balentine LLC
Atlanta,
Georgia
|
–
|
-$353K
|
-3,761
|
Closed
|
|
|
222
|
Douglass Winthrop Advisors
New York
|
–
|
-$258K
|
-2,745
|
Closed
|
|
|
223
|
Simmons Bank
Pine Bluff,
Arkansas
|
–
|
-$219K
|
-2,329
|
Closed
|
|
|
224
|
Rikoon Group
Santa Fe,
New Mexico
|
–
|
-$207K
|
-2,202
|
Closed
|
|
|
225
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
–
|
-$140K
|
-1,488
|
Closed
|
|
