|
401
|
WealthStone
Columbus,
Ohio
|
$5.21K
|
–
|
–
|
–
|
|
|
402
|
Liberty Wealth Management
Oakland,
California
|
$5K
|
+$1.39K
|
+75
|
+35%
|
|
|
403
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$4K
|
–
|
–
|
–
|
|
|
404
|
Doyle Wealth Management
St. Petersburg,
Florida
|
$4K
|
+$3.83K
|
+207
|
New
|
|
|
405
|
Gradient Investments
Arden Hills,
Minnesota
|
$3K
|
-$3K
|
-162
|
-50%
|
|
|
406
|
Legacy Bridge
West Des Moines,
Iowa
|
$3K
|
–
|
–
|
–
|
|
|
407
|
Executive Wealth Management
Brighton,
Michigan
|
$2K
|
-$5.54K
|
-300
|
-76%
|
|
|
408
|
Barnett & Company
Chattanooga,
Tennessee
|
$2K
|
–
|
–
|
–
|
|
|
409
|
Elmwood Wealth Management
Berkeley,
California
|
$1K
|
–
|
–
|
–
|
|
|
410
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
411
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$1K
|
–
|
–
|
–
|
|
|
412
|
Next Capital Management
New York
|
$1K
|
–
|
–
|
–
|
|
|
413
|
Sonora Investment Management
Tucson,
Arizona
|
$1K
|
–
|
–
|
–
|
|
|
414
|
Pathstone Family Office
Englewood,
New Jersey
|
$1K
|
+$1.05K
|
+57
|
New
|
|
|
415
|
Peak Capital Management
Greenwood Village,
Colorado
|
–
|
-$6.83M
|
-374,355
|
Closed
|
|
|
416
|
Valicenti Advisory Services
Elmira,
New York
|
–
|
-$2.41M
|
-132,264
|
Closed
|
|
|
417
|
Simplicity Solutions
Minneapolis,
Minnesota
|
–
|
-$2.05M
|
-112,404
|
Closed
|
|
|
418
|
Phillips Financial Management
Fort Wayne,
Indiana
|
–
|
-$589K
|
-31,905
|
Closed
|
|
|
419
|
Summit Financial
Parsippany,
New Jersey
|
–
|
-$411K
|
-22,530
|
Closed
|
|
|
420
|
CreativeOne Wealth
Overland Park,
Kansas
|
–
|
-$399K
|
-21,867
|
Closed
|
|
|
421
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
–
|
-$343K
|
-18,804
|
Closed
|
|
|
422
|
Segment Wealth Management
Houston,
Texas
|
–
|
-$284K
|
-15,549
|
Closed
|
|
|
423
|
Fisher Asset Management
Camas,
Washington
|
–
|
-$271K
|
-14,868
|
Closed
|
|
|
424
|
|
–
|
-$264K
|
-14,466
|
Closed
|
|
|
425
|
Calton & Associates
Tampa,
Florida
|
–
|
-$245K
|
-13,410
|
Closed
|
|
