|
426
|
Harbor Asset Planning
Belmont,
Massachusetts
|
$14.6K
|
–
|
–
|
–
|
|
|
427
|
Westside Investment Management
Santa Monica,
California
|
$13.8K
|
–
|
–
|
–
|
|
|
428
|
TIAA Wealth Investment Management
New York
|
$13.5K
|
+$13.7K
|
+253
|
New
|
|
|
429
|
D.J. St. Germain
Springfield,
Massachusetts
|
$12.4K
|
–
|
–
|
–
|
|
|
430
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$12K
|
–
|
–
|
–
|
|
|
431
|
Byrne Asset Management
Kingston,
New Jersey
|
$11.4K
|
–
|
–
|
–
|
|
|
432
|
Sankala Group
Lyons,
Colorado
|
$10.8K
|
–
|
–
|
–
|
|
|
433
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$9.79K
|
–
|
–
|
–
|
|
|
434
|
Kerr Financial Planning
Fresno,
California
|
$9.31K
|
–
|
–
|
–
|
|
|
435
|
Whittier Trust
South Pasadena,
California
|
$7.77K
|
–
|
–
|
–
|
|
|
436
|
Central Trust Company
Jefferson City,
Missouri
|
$7.77K
|
–
|
–
|
–
|
|
|
437
|
First Horizon Corporation
Memphis,
Tennessee
|
$6.06K
|
-$30.6K
|
-567
|
-83%
|
|
|
438
|
Hickory Point Bank & Trust
Decatur,
Illinois
|
$5.75K
|
–
|
–
|
–
|
|
|
439
|
JDM Financial Group
Austin,
Texas
|
$5.21K
|
–
|
–
|
–
|
|
|
440
|
Physician Wealth Advisors
Midvale,
Utah
|
$4.89K
|
–
|
–
|
–
|
|
|
441
|
Financial Consulate
Hunt Valley,
Maryland
|
$4.26K
|
–
|
–
|
–
|
|
|
442
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$2.55K
|
–
|
–
|
–
|
|
|
443
|
Investors Portfolio Services
Puyallup,
Washington
|
$2.23K
|
–
|
–
|
–
|
|
|
444
|
Montz Harcus Wealth Management
New Orleans,
Louisiana
|
–
|
-$7.94M
|
-150,165
|
Closed
|
|
|
445
|
Ehrenkranz Partners
New York
|
–
|
-$4.41M
|
-83,495
|
Closed
|
|
|
446
|
BNB Wealth Management
Silver Spring,
Maryland
|
–
|
-$2.54M
|
-47,996
|
Closed
|
|
|
447
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
–
|
-$2.43M
|
-46,004
|
Closed
|
|
|
448
|
Calamos Advisors
Naperville,
Illinois
|
–
|
-$2.34M
|
-44,302
|
Closed
|
|
|
449
|
Envision Financial Transparency
Greensboro,
North Carolina
|
–
|
-$1.48M
|
-27,923
|
Closed
|
|
|
450
|
Symphony Financial Services
Akron,
Ohio
|
–
|
-$1.32M
|
-24,927
|
Closed
|
|
