|
1001
|
Western Pacific Wealth Management
Lake Forest,
Illinois
|
$3.35K
|
–
|
–
|
–
|
|
|
1002
|
Trifecta Capital Advisors
Northbrook,
Illinois
|
$3K
|
–
|
–
|
–
|
|
|
1003
|
Horan Securities
Cincinnati,
United States
|
$2.56K
|
–
|
–
|
–
|
|
|
1004
|
DecisionPoint Financial
Mesa,
Arizona
|
$2.21K
|
–
|
–
|
–
|
|
|
1005
|
MCF Advisors
Covington,
Kentucky
|
$2.21K
|
–
|
–
|
–
|
|
|
1006
|
WealthPLAN Partners
Omaha,
Nebraska
|
$2.03K
|
–
|
–
|
–
|
|
|
1007
|
Bollard Group
Boston,
Massachusetts
|
$2K
|
+$1.85K
|
+20
|
New
|
|
|
1008
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$1.85K
|
–
|
–
|
–
|
|
|
1009
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$1.59K
|
-$6.19K
|
-67
|
-79%
|
|
|
1010
|
Logan Capital Management
Newtown Square,
Pennsylvania
|
$1.59K
|
–
|
–
|
–
|
|
|
1011
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$1.5K
|
–
|
–
|
–
|
|
|
1012
|
SJS Investment Consulting
Sylvania,
Ohio
|
$1.41K
|
-$277
|
-3
|
-16%
|
|
|
1013
|
25 LLC
St. Louis,
Missouri
|
$1.1K
|
+$1.11K
|
+12
|
New
|
|
|
1014
|
ClariVest Asset Management
San Diego,
California
|
$1K
|
–
|
–
|
–
|
|
|
1015
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
1016
|
Nemes Rush Group
Novi,
Michigan
|
$971
|
+$1.02K
|
+11
|
New
|
|
|
1017
|
Highline Wealth Partners
Sherman Oaks,
California
|
$882
|
–
|
–
|
–
|
|
|
1018
|
PSI Advisors
Tampa,
Florida
|
$706
|
–
|
–
|
–
|
|
|
1019
|
USA Financial Formulas
Ada,
Michigan
|
$441
|
–
|
–
|
–
|
|
|
1020
|
Headlands Technologies
Chicago,
Illinois
|
$441
|
+$462
|
+5
|
New
|
|
|
1021
|
VisionPoint Advisory Group
Dallas,
Texas
|
$441
|
+$462
|
+5
|
New
|
|
|
1022
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$353
|
–
|
–
|
–
|
|
|
1023
|
True Wealth Design
Akron,
Ohio
|
$353
|
–
|
–
|
–
|
|
|
1024
|
ICA Group Wealth Management
Denver,
Colorado
|
$353
|
+$370
|
+4
|
New
|
|
|
1025
|
Adage Capital Partners
Boston,
Massachusetts
|
–
|
-$20.5M
|
-215,808
|
Closed
|
|
