|
1201
|
Caldwell Sutter Capital
Sausalito,
California
|
$2.37K
|
–
|
–
|
–
|
|
|
1202
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$2.35K
|
–
|
–
|
–
|
|
|
1203
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$2.12K
|
–
|
–
|
–
|
|
|
1204
|
Anchor Investment Management
Columbia,
South Carolina
|
$2.12K
|
+$1.96K
|
+14
|
+1,400%
|
|
|
1205
|
Centerpoint Advisors
Needham,
Massachusetts
|
$2K
|
–
|
–
|
–
|
|
|
1206
|
Pin Oak Investment Advisors
Houston,
Texas
|
$2K
|
–
|
–
|
–
|
|
|
1207
|
Bell Investment Advisors
Oakland,
California
|
$2K
|
+$1.26K
|
+9
|
+180%
|
|
|
1208
|
First Horizon Corporation
Memphis,
Tennessee
|
$1.83K
|
+$1.82K
|
+13
|
New
|
|
|
1209
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$1.27K
|
–
|
–
|
–
|
|
|
1210
|
Dynamic Wealth Strategies
Granite Bay,
California
|
$1.13K
|
+$1.12K
|
+8
|
New
|
|
|
1211
|
Front Row Advisors
Tiburon,
California
|
$987
|
–
|
–
|
–
|
|
|
1212
|
NVWM LLC
Yardley,
Pennsylvania
|
$749
|
–
|
–
|
–
|
|
|
1213
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$705
|
+$699
|
+5
|
New
|
|
|
1214
|
Albion Financial Group
Salt Lake City,
Utah
|
$437
|
–
|
–
|
–
|
|
|
1215
|
New Millennium Group
Sandy,
Utah
|
$282
|
–
|
–
|
–
|
|
|
1216
|
Atwood & Palmer
Kansas City,
Missouri
|
$140
|
–
|
–
|
–
|
|
|
1217
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$13
|
–
|
–
|
–
|
|
|
1218
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
–
|
-$18.6M
|
-134,740
|
Closed
|
|
|
1219
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
–
|
-$7.19M
|
-52,197
|
Closed
|
|
|
1220
|
Readystate Asset Management
Chicago,
Illinois
|
–
|
-$4.73M
|
-34,330
|
Closed
|
|
|
1221
|
SteelPeak Wealth
Woodland Hills,
California
|
–
|
-$4.44M
|
-32,244
|
Closed
|
|
|
1222
|
United Financial Planning Group
Hauppauge,
New York
|
–
|
-$1.74M
|
-32,061
|
Closed
|
|
|
1223
|
Ariel Investments
Chicago,
Illinois
|
–
|
-$3.81M
|
-27,685
|
Closed
|
|
|
1224
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
–
|
-$6.89K
|
-27,673
|
Closed
|
|
|
1225
|
Verity Asset Management
Durham,
North Carolina
|
–
|
-$3.06M
|
-22,180
|
Closed
|
|
