|
651
|
Orion Capital Management
Coronado,
California
|
$1.01K
|
+$953
|
1
|
0%
|
New
|
|
|
652
|
City Holding Co
Charleston,
West Virginia
|
$862
|
+$816
|
1
|
0%
|
New
|
|
|
653
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$814
|
$0
|
1
|
0%
|
Maintained
|
|
|
654
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$729
|
+$680
|
1
|
0%
|
New
|
|
|
655
|
SouthState Corp
Winter Haven,
Florida
|
$719
|
+$680
|
1
|
0%
|
New
|
|
|
656
|
Pineridge Advisors
St. Charles,
Missouri
|
$671
|
+$635
|
1
|
0%
|
New
|
|
|
657
|
Tortoise Investment Management
White Plains,
New York
|
$671
|
+$635
|
1
|
0%
|
New
|
|
|
658
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$671
|
+$635
|
1
|
0%
|
New
|
|
|
659
|
Kerr Financial Planning
Fresno,
California
|
$651
|
+$680
|
1
|
0%
|
New
|
|
|
660
|
Elevation Wealth Partners
Santa Rosa,
California
|
$575
|
$0
|
1
|
0%
|
Maintained
|
|
|
661
|
Breakwater Investment Management
Seattle,
Washington
|
$480
|
+$454
|
1
|
0%
|
New
|
|
|
662
|
Central Trust Company
Jefferson City,
Missouri
|
$480
|
+$454
|
1
|
0%
|
New
|
|
|
663
|
GHP Investment Advisors
Denver,
Colorado
|
$480
|
$0
|
1
|
0%
|
Maintained
|
|
|
664
|
Berkshire Capital Holdings
San Jose,
California
|
$479
|
+$454
|
1
|
0%
|
New
|
|
|
665
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$335
|
+$318
|
1
|
0%
|
New
|
|
|
666
|
Private Trust Company
Cleveland,
Ohio
|
$335
|
+$318
|
1
|
0%
|
New
|
|
|
667
|
HFM Investment Advisors
Glassboro,
New Jersey
|
$192
|
+$181
|
1
|
0%
|
New
|
|
|
668
|
Davis Capital Management
Jacksonville,
Florida
|
$144
|
+$136
|
1
|
0%
|
New
|
|
|
669
|
Principia Wealth Advisory
Dallas,
Texas
|
$96
|
+$91
|
1
|
0%
|
New
|
|
|
670
|
Private Wealth Asset Management
Cedar Rapids,
Iowa
|
$96
|
+$91
|
1
|
0%
|
New
|
|
|
671
|
Seneschal Advisors
Tacoma,
Washington
|
$96
|
+$91
|
1
|
0%
|
New
|
|
|
672
|
Algert Global
San Francisco,
California
|
$0
|
-$4.25M
|
0
|
–
|
Closed
|
|
|
673
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$0
|
-$321K
|
0
|
–
|
Closed
|
|
|
674
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$0
|
-$268K
|
0
|
–
|
Closed
|
|
|
675
|
Bayesian Capital Management
Brooklyn,
New York
|
$0
|
-$218K
|
0
|
–
|
Closed
|
|