|
551
|
Concord Wealth Partners
Abingdon,
Virginia
|
$2.89K
|
+$2.89K
|
+120
|
New
|
|
|
552
|
Geneos Wealth Management
Englewood,
Colorado
|
$2.07K
|
–
|
–
|
–
|
|
|
553
|
Avion Wealth
The Woodlands,
Texas
|
$2K
|
–
|
–
|
–
|
|
|
554
|
Moser Wealth Advisors
Bellevue,
Washington
|
$1.46K
|
–
|
–
|
–
|
|
|
555
|
Bellevue Asset Management
Bellevue,
Washington
|
$1.35K
|
-$43.4K
|
-1,802
|
-97%
|
|
|
556
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$1.21K
|
+$1.21K
|
+50
|
New
|
|
|
557
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
558
|
Provident Wealth Management
Brentwood,
Tennessee
|
$965
|
–
|
–
|
–
|
|
|
559
|
Coppell Advisory Solutions
Coppell,
Texas
|
$386
|
+$386
|
+16
|
New
|
|
|
560
|
Coppell Advisory Solutions Corp
Coppell,
Texas
|
$386
|
+$386
|
+16
|
New
|
|
|
561
|
CoreCap Advisors
Southfield,
Michigan
|
$241
|
+$241
|
+10
|
New
|
|
|
562
|
Central Trust Company
Jefferson City,
Missouri
|
$146
|
-$55.7K
|
-2,312
|
-100%
|
|
|
563
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
$77
|
+$96
|
+4
|
New
|
|
|
564
|
Westside Investment Management
Santa Monica,
California
|
$7
|
–
|
–
|
–
|
|
|
565
|
|
–
|
-$60.7M
|
-2,517,074
|
Closed
|
|
|
566
|
Reliant Wealth Planning
Louisville,
Kentucky
|
–
|
-$36.3M
|
-1,504,656
|
Closed
|
|
|
567
|
Pasadena Private Wealth
Pasadena,
California
|
–
|
-$21.6M
|
-895,018
|
Closed
|
|
|
568
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
–
|
-$11.4M
|
-470,888
|
Closed
|
|
|
569
|
Aurora Private Wealth
Rockaway,
New Jersey
|
–
|
-$7.74M
|
-320,846
|
Closed
|
|
|
570
|
|
–
|
-$3.25M
|
-134,652
|
Closed
|
|
|
571
|
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
|
–
|
-$2.96M
|
-122,646
|
Closed
|
|
|
572
|
Consolidated Planning Corp
Atlanta,
Georgia
|
–
|
-$2.92M
|
-121,058
|
Closed
|
|
|
573
|
JFG Wealth Management
Denver,
Colorado
|
–
|
-$2.19M
|
-90,752
|
Closed
|
|
|
574
|
Cerity Partners OCIO
New York
|
–
|
-$1.99M
|
-82,274
|
Closed
|
|
|
575
|
IEQ Capital
Foster City,
California
|
–
|
-$1.63M
|
-67,456
|
Closed
|
|
