|
226
|
Geneos Wealth Management
Englewood,
Colorado
|
$15K
|
–
|
–
|
–
|
|
|
227
|
American State Bank (Iowa)
Sioux Center,
Iowa
|
$12.2K
|
–
|
–
|
–
|
|
|
228
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$11K
|
–
|
–
|
–
|
|
|
229
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$11K
|
–
|
–
|
–
|
|
|
230
|
Aventail Capital Group
New York
|
$10K
|
+$9.16K
|
+120
|
New
|
|
|
231
|
Kelly Financial Services
Braintree,
Massachusetts
|
$8.16K
|
–
|
–
|
–
|
|
|
232
|
William Blair & Company
Chicago,
Illinois
|
$6K
|
-$3.82K
|
-50
|
-40%
|
|
|
233
|
Global Retirement Partners
San Rafael,
California
|
$6K
|
+$5.34K
|
+70
|
New
|
|
|
234
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$6K
|
+$5.72K
|
+75
|
New
|
|
|
235
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$5K
|
–
|
–
|
–
|
|
|
236
|
Private Capital Group
West Hartford,
Connecticut
|
$5K
|
–
|
–
|
–
|
|
|
237
|
First Horizon Advisors
Memphis,
Tennessee
|
$5K
|
+$4.81K
|
+63
|
New
|
|
|
238
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$4K
|
+$3.82K
|
+50
|
New
|
|
|
239
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$4K
|
+$3.82K
|
+50
|
New
|
|
|
240
|
Pacific Center for Financial Services
San Ramon,
California
|
$3K
|
–
|
–
|
–
|
|
|
241
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$3K
|
+$2.67K
|
+35
|
New
|
|
|
242
|
IMA Advisory Services
Denver,
Colorado
|
$2K
|
–
|
–
|
–
|
|
|
243
|
Next Financial Group
Houston,
Texas
|
$2K
|
–
|
–
|
–
|
|
|
244
|
MCF Advisors
Covington,
Kentucky
|
$2K
|
+$1.53K
|
+20
|
New
|
|
|
245
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$2K
|
+$1.53K
|
+20
|
New
|
|
|
246
|
TD Private Client Wealth
New York
|
$1.63K
|
–
|
–
|
–
|
|
|
247
|
SignatureFD
Atlanta,
Georgia
|
$1K
|
–
|
–
|
–
|
|
|
248
|
Franklin Resources
San Mateo,
California
|
$1K
|
+$1.07K
|
+14
|
New
|
|
|
249
|
Westside Investment Management
Santa Monica,
California
|
$16
|
–
|
–
|
–
|
|
|
250
|
Alpha Wave Global
New York
|
–
|
-$60.1M
|
-1,027,682
|
Closed
|
|
