|
701
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$1.75K
|
+$1.71K
|
+10
|
New
|
|
|
702
|
Trifecta Capital Advisors
Northbrook,
Illinois
|
$1.58K
|
+$1.54K
|
+9
|
New
|
|
|
703
|
Disciplined Investments
Tulsa,
Oklahoma
|
$1.4K
|
-$513
|
-3
|
-27%
|
|
|
704
|
Lee Financial
Dallas,
Texas
|
$1.4K
|
–
|
–
|
–
|
|
|
705
|
Core Alternative Capital
Peachtree Corners,
Georgia
|
$1.23K
|
–
|
–
|
–
|
|
|
706
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$1K
|
+$171
|
+1
|
+17%
|
|
|
707
|
Asset Dedication LLC
San Francisco,
California
|
$1K
|
+$513
|
+3
|
New
|
|
|
708
|
Penserra Capital Management
Orinda,
California
|
$1K
|
+$1.37K
|
+8
|
New
|
|
|
709
|
Clearstead Advisors
Cleveland,
Ohio
|
$891
|
–
|
–
|
–
|
|
|
710
|
Focused Wealth Management
Newburgh,
New York
|
$886
|
–
|
–
|
–
|
|
|
711
|
Wolff Wiese Magana
Carslbad,
California
|
$876
|
-$12.7K
|
-74
|
-94%
|
|
|
712
|
Avior Wealth Management
Omaha,
Nebraska
|
$875
|
-$579K
|
-3,386
|
-100%
|
|
|
713
|
TFC Financial Management
Boston,
Massachusetts
|
$702
|
–
|
–
|
–
|
|
|
714
|
Addison Advisors
Middlebury,
Vermont
|
$700
|
–
|
–
|
–
|
|
|
715
|
Highline Wealth Partners
Sherman Oaks,
California
|
$525
|
–
|
–
|
–
|
|
|
716
|
My Personal CFO LLC
Vancouver,
Washington
|
$525
|
+$513
|
+3
|
New
|
|
|
717
|
True Wealth Design
Akron,
Ohio
|
$350
|
+$342
|
+2
|
New
|
|
|
718
|
TFO Wealth Partners
Maumee,
Ohio
|
$307
|
+$855
|
+5
|
New
|
|
|
719
|
Bogart Wealth LLC
Mclean,
Virginia
|
$59
|
–
|
–
|
–
|
|
|
720
|
|
–
|
-$31.1M
|
-196,959
|
Closed
|
|
|
721
|
1832 Asset Management
Toronto,
Ontario, Canada
|
–
|
-$21.7M
|
-137,300
|
Closed
|
|
|
722
|
|
–
|
-$13.6M
|
-86,222
|
Closed
|
|
|
723
|
|
–
|
-$8.84M
|
-56,077
|
Closed
|
|
|
724
|
|
–
|
-$8.43M
|
-49,310
|
Closed
|
|
|
725
|
Weiss Asset Management
Boston,
Massachusetts
|
–
|
-$5.87M
|
-37,225
|
Closed
|
|
