|
501
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$7K
|
+$7.4K
|
+300
|
New
|
|
|
502
|
Leelyn Smith
Geneva,
Illinois
|
$6K
|
+$6.26K
|
+254
|
New
|
|
|
503
|
Hudock Inc
Williamsport,
Pennsylvania
|
$6K
|
+$6.9K
|
+280
|
New
|
|
|
504
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$5K
|
-$2.22K
|
-90
|
-29%
|
|
|
505
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$5K
|
–
|
–
|
–
|
|
|
506
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$5K
|
–
|
–
|
–
|
|
|
507
|
Webster Bank
Waterbury,
Connecticut
|
$5K
|
–
|
–
|
–
|
|
|
508
|
American National Bank & Trust
Wichita Falls,
Texas
|
$4K
|
–
|
–
|
–
|
|
|
509
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$4K
|
+$3.85K
|
+156
|
New
|
|
|
510
|
Fidelity Investments
Boston,
Massachusetts
|
$3K
|
-$3.5K
|
-142
|
-56%
|
|
|
511
|
Arax Advisory Partners
Denver,
Colorado
|
$3K
|
–
|
–
|
–
|
|
|
512
|
Concord Wealth Partners
Abingdon,
Virginia
|
$3K
|
–
|
–
|
–
|
|
|
513
|
Steward Partners Investment Advisory
New York
|
$3K
|
–
|
–
|
–
|
|
|
514
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$2K
|
–
|
–
|
–
|
|
|
515
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$2K
|
–
|
–
|
–
|
|
|
516
|
Spire Wealth Management
Mclean,
Virginia
|
$2K
|
+$1.73K
|
+70
|
New
|
|
|
517
|
M&R Capital Management
Summit,
New Jersey
|
$2K
|
+$2.12K
|
+86
|
New
|
|
|
518
|
Moser Wealth Advisors
Bellevue,
Washington
|
$1K
|
–
|
–
|
–
|
|
|
519
|
Provident Wealth Management
Brentwood,
Tennessee
|
$1K
|
–
|
–
|
–
|
|
|
520
|
Curi Wealth Management
Raleigh,
North Carolina
|
$1K
|
+$49
|
+2
|
+6%
|
|
|
521
|
Lake Point Wealth Management
Rockwall,
Texas
|
$1K
|
+$986
|
+40
|
New
|
|
|
522
|
Westside Investment Management
Santa Monica,
California
|
$7
|
–
|
–
|
–
|
|
|
523
|
55I LLC
Boston,
Massachusetts
|
–
|
-$59.4M
|
-2,398,450
|
Closed
|
|
|
524
|
Jackson Wealth Management
Lake Mary,
Florida
|
–
|
-$20.7M
|
-837,402
|
Closed
|
|
|
525
|
Cabot Wealth Management
Salem,
Massachusetts
|
–
|
-$7.72M
|
-311,640
|
Closed
|
|
