|
701
|
Sunrise Financial Services
Burien,
Washington
|
$811
|
–
|
–
|
–
|
|
|
702
|
Monetary Solutions
Dayton,
Ohio
|
$811
|
+$849
|
+19
|
New
|
|
|
703
|
Bayban
Bayport,
Minnesota
|
$768
|
–
|
–
|
–
|
|
|
704
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$683
|
-$3.22K
|
-72
|
-82%
|
|
|
705
|
Asset Dedication LLC
San Francisco,
California
|
$598
|
+$357
|
+8
|
+133%
|
|
|
706
|
Gill Capital Partners
Denver,
Colorado
|
$597
|
–
|
–
|
–
|
|
|
707
|
Bell Investment Advisors
Oakland,
California
|
$470
|
-$15.9K
|
-355
|
-97%
|
|
|
708
|
Southern Michigan Bank & Trust
Coldwater,
Michigan
|
$384
|
–
|
–
|
–
|
|
|
709
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$341
|
–
|
–
|
–
|
|
|
710
|
Tidemark
San Diego,
California
|
$341
|
–
|
–
|
–
|
|
|
711
|
Mosley Wealth Management
Anaheim,
California
|
$213
|
+$223
|
+5
|
New
|
|
|
712
|
Smallwood Wealth Investment Management
Red Bank,
New Jersey
|
$170
|
–
|
–
|
–
|
|
|
713
|
Darwin Wealth Management
Tampa,
Florida
|
$106
|
–
|
–
|
–
|
|
|
714
|
Basepoint Wealth
Cedar Rapids,
Iowa
|
$65
|
-$5.54K
|
-124
|
-98%
|
|
|
715
|
Fusion Capital
Mt. Pleasant,
South Carolina
|
–
|
-$7.3M
|
-151,507
|
Closed
|
|
|
716
|
Leuthold Group
Minneapolis,
Minnesota
|
–
|
-$4.63M
|
-96,085
|
Closed
|
|
|
717
|
Redwood Grove Capital
Palo Alto,
California
|
–
|
-$3.93M
|
-81,557
|
Closed
|
|
|
718
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
–
|
-$2.72M
|
-56,427
|
Closed
|
|
|
719
|
CGN Advisors
Manhattan,
Kansas
|
–
|
-$2.62M
|
-54,331
|
Closed
|
|
|
720
|
Parr McKnight Wealth Management Group
Minneapolis,
Minnesota
|
–
|
-$1.61M
|
-33,497
|
Closed
|
|
|
721
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
–
|
-$1.13M
|
-23,516
|
Closed
|
|
|
722
|
Cinctive Capital Management
New York
|
–
|
-$1.11M
|
-22,936
|
Closed
|
|
|
723
|
Crux Wealth Advisors
Long Beach,
California
|
–
|
-$925K
|
-19,194
|
Closed
|
|
|
724
|
EPG Wealth Management
Atlanta,
Georgia
|
–
|
-$903K
|
-18,745
|
Closed
|
|
|
725
|
Meriwether Wealth & Planning
Minden,
Louisiana
|
–
|
-$837K
|
-17,376
|
Closed
|
|
