|
201
|
CVA Family Office
Denver,
Colorado
|
$24.5K
|
–
|
–
|
–
|
|
|
202
|
Global Financial Private Client
Sarasota,
Florida
|
$19.7K
|
+$670
|
+15
|
+4%
|
|
|
203
|
NBT Bank
Norwich,
New York
|
$10.9K
|
–
|
–
|
–
|
|
|
204
|
Koesten Hirschmann & Crabtree
Overland Park,
Kansas
|
$10.8K
|
–
|
–
|
–
|
|
|
205
|
LGT Financial Advisors
Dallas,
Texas
|
$10.5K
|
+$45
|
+1
|
+0.4%
|
|
|
206
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$10.2K
|
-$3.04K
|
-68
|
-24%
|
|
|
207
|
PSI Advisors
Tampa,
Florida
|
$8.57K
|
+$45
|
+1
|
+0.5%
|
|
|
208
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$8.57K
|
+$8.22K
|
+184
|
New
|
|
|
209
|
Tower Research Capital (TRC)
New York
|
$4.66K
|
+$4.47K
|
+100
|
New
|
|
|
210
|
Kelly Financial Services
Braintree,
Massachusetts
|
$4.37K
|
+$581
|
+13
|
+16%
|
|
|
211
|
Mather Group
Chicago,
Illinois
|
$3.07K
|
-$89
|
-2
|
-3%
|
|
|
212
|
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
|
$2.1K
|
+$2.01K
|
+45
|
New
|
|
|
213
|
Tucker Asset Management
Littleton,
Colorado
|
$1.54K
|
+$1.47K
|
+33
|
New
|
|
|
214
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
–
|
-$3.5M
|
-77,500
|
Closed
|
|
|
215
|
SageView Advisory Group
Newport Beach,
California
|
–
|
-$1.49M
|
-60,866
|
Closed
|
|
|
216
|
Crestone Asset Management
Boulder,
Colorado
|
–
|
-$2.71M
|
-60,109
|
Closed
|
|
|
217
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
–
|
-$1.02M
|
-22,589
|
Closed
|
|
|
218
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
–
|
-$1.02M
|
-22,589
|
Closed
|
|
|
219
|
F/M Investments
Washington,
District of Columbia
|
–
|
-$854K
|
-18,917
|
Closed
|
|
|
220
|
Lincoln National Corp
Radnor,
Pennsylvania
|
–
|
-$619K
|
-13,711
|
Closed
|
|
|
221
|
Buck Wealth Strategies
Denver,
Colorado
|
–
|
-$376K
|
-8,335
|
Closed
|
|
|
222
|
Spire Wealth Management
Mclean,
Virginia
|
–
|
-$275K
|
-6,092
|
Closed
|
|
|
223
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
–
|
-$253K
|
-5,612
|
Closed
|
|
|
224
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
–
|
-$221K
|
-4,887
|
Closed
|
|
|
225
|
Jones Financial Companies
Des Peres,
Missouri
|
–
|
-$25.4K
|
-562
|
Closed
|
|
