|
101
|
Accel Wealth Management
Waverly,
Iowa
|
$36K
|
-$39K
|
-1,358
|
-50%
|
|
|
102
|
Geneos Wealth Management
Englewood,
Colorado
|
$35K
|
–
|
–
|
–
|
|
|
103
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$33K
|
-$93.6K
|
-3,260
|
-72%
|
|
|
104
|
Steward Partners Investment Advisory
New York
|
$32K
|
+$8.41K
|
+293
|
+31%
|
|
|
105
|
IFP Advisors
Tampa,
Florida
|
$30K
|
–
|
–
|
–
|
|
|
106
|
M&R Capital Management
Summit,
New Jersey
|
$22K
|
+$431
|
+15
|
+2%
|
|
|
107
|
Private Trust Company
Cleveland,
Ohio
|
$20K
|
+$21.8K
|
+758
|
New
|
|
|
108
|
Howe & Rusling
Rochester,
New York
|
$18K
|
–
|
–
|
–
|
|
|
109
|
Tilia Fiduciary Partners
Wilmington,
North Carolina
|
$17K
|
–
|
–
|
–
|
|
|
110
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$17K
|
+$316
|
+11
|
+2%
|
|
|
111
|
Venture Visionary Partners
Sylvania,
Ohio
|
$16.2K
|
+$17.7K
|
+618
|
New
|
|
|
112
|
NVWM LLC
Yardley,
Pennsylvania
|
$14K
|
–
|
–
|
–
|
|
|
113
|
Addison Advisors
Middlebury,
Vermont
|
$12K
|
–
|
–
|
–
|
|
|
114
|
CVA Family Office
Denver,
Colorado
|
$12K
|
–
|
–
|
–
|
|
|
115
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$11K
|
–
|
–
|
–
|
|
|
116
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$8K
|
+$8.62K
|
+300
|
New
|
|
|
117
|
American Portfolios Advisors
Holbrook,
New York
|
$7.8K
|
-$1.75K
|
-61
|
-17%
|
|
|
118
|
Harbour Investments
Madison,
Wisconsin
|
$7K
|
+$7.21K
|
+251
|
New
|
|
|
119
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$7K
|
+$7.35K
|
+256
|
New
|
|
|
120
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$2K
|
–
|
–
|
–
|
|
|
121
|
Center for Financial Planning
Southfied,
Michigan
|
$1K
|
–
|
–
|
–
|
|
|
122
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
–
|
-$1.7M
|
-54,971
|
Closed
|
|
|
123
|
55I LLC
Boston,
Massachusetts
|
–
|
-$831K
|
-26,957
|
Closed
|
|
|
124
|
Logan Stone Capital
Chicago,
Illinois
|
–
|
-$637K
|
-20,642
|
Closed
|
|
|
125
|
|
–
|
-$569K
|
-18,466
|
Closed
|
|
