|
501
|
Signature Equity Partners
Columbus,
Ohio
|
$1.86K
|
+$1.87K
|
+9
|
New
|
|
|
502
|
Wealth Preservation Advisors
Chattanooga,
Tennessee
|
$1.45K
|
-$416
|
-2
|
-22%
|
|
|
503
|
Rossby Financial
Melbourne,
Florida
|
$1.24K
|
+$1.25K
|
+6
|
New
|
|
|
504
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$1.24K
|
+$208
|
+1
|
+20%
|
|
|
505
|
Valued Wealth Advisors
Holladay,
Utah
|
$1.03K
|
–
|
–
|
–
|
|
|
506
|
Motiv8 Investments
Port St. Lucie,
Florida
|
$1K
|
+$1.04K
|
+5
|
New
|
|
|
507
|
HFM Investment Advisors
Glassboro,
New Jersey
|
$826
|
-$208
|
-1
|
-20%
|
|
|
508
|
TFC Financial Management
Boston,
Massachusetts
|
$826
|
–
|
–
|
–
|
|
|
509
|
Cornerstone Financial Management
Burlington,
Massachusetts
|
$826
|
+$832
|
+4
|
New
|
|
|
510
|
Spire Wealth Management
Mclean,
Virginia
|
$826
|
+$832
|
+4
|
New
|
|
|
511
|
Physician Wealth Advisors
Midvale,
Utah
|
$620
|
–
|
–
|
–
|
|
|
512
|
Sachetta
Lynnfield,
Massachusetts
|
$620
|
–
|
–
|
–
|
|
|
513
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$620
|
+$624
|
+3
|
New
|
|
|
514
|
Bogart Wealth LLC
Mclean,
Virginia
|
$619
|
–
|
–
|
–
|
|
|
515
|
Cromwell Holdings
Jackson,
Wyoming
|
$619
|
–
|
–
|
–
|
|
|
516
|
Raffa Wealth Management
Washington,
District of Columbia
|
$619
|
–
|
–
|
–
|
|
|
517
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$432
|
+$416
|
+2
|
New
|
|
|
518
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$413
|
–
|
–
|
–
|
|
|
519
|
Principia Wealth Advisory
Dallas,
Texas
|
$413
|
+$208
|
+1
|
+100%
|
|
|
520
|
Signature Resources Capital Management
Newport Beach,
California
|
$413
|
+$416
|
+2
|
New
|
|
|
521
|
Eastern Bank
Boston,
Massachusetts
|
$206
|
+$208
|
+1
|
New
|
|
|
522
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$151
|
+$208
|
+1
|
New
|
|
|
523
|
Dunhill Financial
London,
United Kingdom
|
$149
|
+$208
|
+1
|
New
|
|
|
524
|
Central Trust Company
Jefferson City,
Missouri
|
$137
|
+$208
|
+1
|
New
|
|
|
525
|
Woodline Partners
San Francisco,
California
|
–
|
-$11.9M
|
-54,544
|
Closed
|
|
