|
151
|
Steward Partners Investment Advisory
New York
|
$5K
|
–
|
–
|
–
|
|
|
152
|
Whittier Trust
South Pasadena,
California
|
$4K
|
-$2K
|
-70
|
-33%
|
|
|
153
|
Lake Point Wealth Management
Rockwall,
Texas
|
$4K
|
+$4.05K
|
+142
|
New
|
|
|
154
|
Realta Investment Advisors
Wilmington,
Delaware
|
$3K
|
–
|
–
|
–
|
|
|
155
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$3K
|
+$2.59K
|
+91
|
New
|
|
|
156
|
HM Payson & Co
Portland,
Maine
|
$2K
|
–
|
–
|
–
|
|
|
157
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$2K
|
–
|
–
|
–
|
|
|
158
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$2K
|
+$1.68K
|
+59
|
New
|
|
|
159
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1K
|
-$72.7K
|
-2,553
|
-99%
|
|
|
160
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$1K
|
–
|
–
|
–
|
|
|
161
|
Parallel Advisors
San Francisco,
California
|
$1K
|
–
|
–
|
–
|
|
|
162
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$1K
|
+$1.45K
|
+51
|
New
|
|
|
163
|
|
–
|
-$15.5M
|
-541,742
|
Closed
|
|
|
164
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
–
|
-$1.59M
|
-55,726
|
Closed
|
|
|
165
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
–
|
-$991K
|
-34,750
|
Closed
|
|
|
166
|
GeoWealth Management
Chicago,
Illinois
|
–
|
-$280K
|
-9,828
|
Closed
|
|
|
167
|
Golden State Wealth Management
Santa Ana,
California
|
–
|
-$122K
|
-4,278
|
Closed
|
|
|
168
|
Strategic Blueprint
Atlanta,
Georgia
|
–
|
-$14K
|
-488
|
Closed
|
|
|
169
|
Howe & Rusling
Rochester,
New York
|
–
|
-$12K
|
-426
|
Closed
|
|
|
170
|
Cabana LLC
Fayetteville,
Arkansas
|
–
|
+$114
|
+4
|
New
|
|
|
171
|
Monetary Management Group
St Louis,
Missouri
|
–
|
+$99.7K
|
+3,500
|
New
|
|
