|
651
|
SOA Wealth Advisors
New York
|
$2K
|
–
|
–
|
–
|
|
|
652
|
Kelly Financial Services
Braintree,
Massachusetts
|
$1.16K
|
–
|
–
|
–
|
|
|
653
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$1.05K
|
+$1.16K
|
+47
|
New
|
|
|
654
|
Raffa Wealth Management
Washington,
District of Columbia
|
$1.02K
|
–
|
–
|
–
|
|
|
655
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$1K
|
-$49.5K
|
-2,004
|
-98%
|
|
|
656
|
Founders Capital Management (Texas)
Houston,
Texas
|
$1K
|
-$32.5K
|
-1,317
|
-97%
|
|
|
657
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1K
|
-$1.28K
|
-52
|
-98%
|
|
|
658
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$1K
|
-$25
|
-1
|
-2%
|
|
|
659
|
Bellwether Advisors
Lincoln,
Nebraska
|
$1K
|
–
|
–
|
–
|
|
|
660
|
Bessemer Group
Woodbridge,
New Jersey
|
$1K
|
–
|
–
|
–
|
|
|
661
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$1K
|
–
|
–
|
–
|
|
|
662
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$1K
|
–
|
–
|
–
|
|
|
663
|
First Capital Advisors Group
Little Silver,
New Jersey
|
$1K
|
+$667
|
+27
|
New
|
|
|
664
|
EdgeRock Capital
Denver,
Colorado
|
$1K
|
+$741
|
+30
|
New
|
|
|
665
|
Lindbrook Capital
Calabasas,
California
|
$1K
|
+$1.19K
|
+48
|
New
|
|
|
666
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$1K
|
+$1.41K
|
+57
|
New
|
|
|
667
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$517
|
–
|
–
|
–
|
|
|
668
|
Westside Investment Management
Santa Monica,
California
|
$8
|
–
|
–
|
–
|
|
|
669
|
Tidal Investments
Milwaukee,
Wisconsin
|
–
|
-$55M
|
-2,167,102
|
Closed
|
|
|
670
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
–
|
-$8.63M
|
-346,302
|
Closed
|
|
|
671
|
Oak Asset Management
Westlake Village,
California
|
–
|
-$4.85M
|
-191,218
|
Closed
|
|
|
672
|
EP Wealth Advisors
Torrance,
California
|
–
|
-$4.84M
|
-190,678
|
Closed
|
|
|
673
|
Pacific Capital Wealth Advisors
Corona,
California
|
–
|
-$1.8M
|
-70,746
|
Closed
|
|
|
674
|
Advisor Resource Council
Dallas,
Texas
|
–
|
-$1.38M
|
-54,535
|
Closed
|
|
|
675
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
–
|
-$1.13M
|
-44,446
|
Closed
|
|
