|
201
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$5.85K
|
–
|
–
|
–
|
|
|
202
|
Westside Investment Management
Santa Monica,
California
|
$5.44K
|
–
|
–
|
–
|
|
|
203
|
SignatureFD
Atlanta,
Georgia
|
$5.27K
|
–
|
–
|
–
|
|
|
204
|
GoalVest Advisory
New York
|
$3.32K
|
+$3.24K
|
+63
|
New
|
|
|
205
|
WealthPLAN Partners
Omaha,
Nebraska
|
$2.85K
|
+$2.77K
|
+54
|
New
|
|
|
206
|
Baystate Wealth Management
Boston,
Massachusetts
|
$2.67K
|
–
|
–
|
–
|
|
|
207
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$2.58K
|
–
|
–
|
–
|
|
|
208
|
Advisory Services Network
Atlanta,
Georgia
|
$2.11K
|
–
|
–
|
–
|
|
|
209
|
|
$1.37K
|
+$1.28K
|
+25
|
+2,500%
|
|
|
210
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$1.17K
|
–
|
–
|
–
|
|
|
211
|
Hantz Financial Services
Southfield,
Michigan
|
$1K
|
-$51
|
-1
|
-4%
|
|
|
212
|
First Horizon Advisors
Memphis,
Tennessee
|
$685
|
–
|
–
|
–
|
|
|
213
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
–
|
-$42.5M
|
-898,449
|
Closed
|
|
|
214
|
Detalus Advisors
St. Louis,
Missouri
|
–
|
-$3.07M
|
-64,883
|
Closed
|
|
|
215
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
–
|
-$2.09M
|
-44,074
|
Closed
|
|
|
216
|
H&H Retirement Design & Management
Las Vegas,
Nevada
|
–
|
-$310K
|
-6,052
|
Closed
|
|
|
217
|
Apeiron RIA
Dallas,
Texas
|
–
|
-$270K
|
-5,711
|
Closed
|
|
|
218
|
Beaumont Asset Management
Beaumont,
Texas
|
–
|
-$258K
|
-5,449
|
Closed
|
|
|
219
|
Credit Suisse
Zurich,
Switzerland
|
–
|
-$80.5K
|
-1,700
|
Closed
|
|
|
220
|
First Command Bank
Fort Worth,
Texas
|
–
|
-$29K
|
-607
|
Closed
|
|
|
221
|
First Command Financial Services
Fort Worth,
Texas
|
–
|
-$29K
|
-607
|
Closed
|
|
|
222
|
Realta Investment Advisors
Wilmington,
Delaware
|
–
|
-$17.8K
|
-377
|
Closed
|
|
|
223
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
–
|
-$16.3K
|
-345
|
Closed
|
|
|
224
|
EWG Elevate
Roseville,
California
|
–
|
-$12.5K
|
-263
|
Closed
|
|
|
225
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
–
|
-$9.47K
|
-200
|
Closed
|
|
