|
201
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$50K
|
+$130
|
+5
|
+0.3%
|
|
|
202
|
American Portfolios Advisors
Holbrook,
New York
|
$44.4K
|
+$19.2K
|
+738
|
+76%
|
|
|
203
|
First Horizon Advisors
Memphis,
Tennessee
|
$41K
|
+$10.5K
|
+403
|
+34%
|
|
|
204
|
Private Capital Group
West Hartford,
Connecticut
|
$36K
|
-$39.2K
|
-1,507
|
-52%
|
|
|
205
|
Rockbridge Investment Management
Syracuse,
New York
|
$31K
|
–
|
–
|
–
|
|
|
206
|
Covington Capital Management
Los Angeles,
California
|
$24K
|
-$1.95K
|
-75
|
-8%
|
|
|
207
|
|
$22K
|
-$260K
|
-10,000
|
-92%
|
|
|
208
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$20K
|
+$18.9K
|
+726
|
+1,252%
|
|
|
209
|
|
$20K
|
+$20.8K
|
+800
|
New
|
|
|
210
|
|
$18K
|
+$17.8K
|
+685
|
New
|
|
|
211
|
M Financial Asset Management
Portland,
Oregon
|
$11K
|
–
|
–
|
–
|
|
|
212
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$10K
|
–
|
–
|
–
|
|
|
213
|
PrairieView Partners
St. Paul,
Minnesota
|
$5K
|
–
|
–
|
–
|
|
|
214
|
Liberty Wealth Management
Oakland,
California
|
$5K
|
+$469
|
+18
|
+9%
|
|
|
215
|
Global Financial Private Client
Sarasota,
Florida
|
$2.03K
|
-$2.66K
|
-102
|
-57%
|
|
|
216
|
Bogart Wealth LLC
Mclean,
Virginia
|
$2K
|
–
|
–
|
–
|
|
|
217
|
Community Bank
Dewitt,
New York
|
$2K
|
–
|
–
|
–
|
|
|
218
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
$2K
|
–
|
–
|
–
|
|
|
219
|
Fidelity Investments
Boston,
Massachusetts
|
$2K
|
+$2K
|
+77
|
+7,700%
|
|
|
220
|
Retirement Capital Strategies
San Jose,
California
|
–
|
-$1.56M
|
-60,007
|
Closed
|
|
|
221
|
Summit Wealth Group
White River Junction,
Vermont
|
–
|
-$631K
|
-24,236
|
Closed
|
|
|
222
|
Spectrum Planning & Advisory Services
San Diego,
California
|
–
|
-$366K
|
-14,066
|
Closed
|
|
|
223
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
–
|
-$338K
|
-13,001
|
Closed
|
|
|
224
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
–
|
-$318K
|
-12,226
|
Closed
|
|
|
225
|
Northwest Capital Management
Lake Oswego,
Oregon
|
–
|
-$318K
|
-12,180
|
Closed
|
|
