|
601
|
Eastern Bank
Boston,
Massachusetts
|
$6.17K
|
–
|
–
|
–
|
|
|
602
|
Tanglewood Legacy Advisors
Houston,
Texas
|
$6.17K
|
–
|
–
|
–
|
|
|
603
|
Physician Wealth Advisors
Midvale,
Utah
|
$4.44K
|
+$5.08K
|
+36
|
New
|
|
|
604
|
Clearstead Trust
Portland,
Maine
|
$4.32K
|
+$4.93K
|
+35
|
New
|
|
|
605
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$4.32K
|
+$4.93K
|
+35
|
New
|
|
|
606
|
Crews Bank & Trust
Wauchula,
Florida
|
$4.32K
|
+$4.93K
|
+35
|
New
|
|
|
607
|
Avior Wealth Management
Omaha,
Nebraska
|
$4.32K
|
-$6.34K
|
-45
|
-56%
|
|
|
608
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$3.7K
|
–
|
–
|
–
|
|
|
609
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$3.7K
|
–
|
–
|
–
|
|
|
610
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$3.7K
|
–
|
–
|
–
|
|
|
611
|
Investors Research Corp
Atlanta,
Georgia
|
$3.7K
|
–
|
–
|
–
|
|
|
612
|
|
$3.67K
|
+$3.67K
|
+26
|
New
|
|
|
613
|
Westside Investment Management
Santa Monica,
California
|
$3.08K
|
+$3.52K
|
+25
|
New
|
|
|
614
|
Peterson Wealth Services
South Ogden,
Utah
|
$2.71K
|
-$3.1K
|
-22
|
Closed
|
|
|
615
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$2.47K
|
+$2.82K
|
+20
|
New
|
|
|
616
|
Bernard Wealth Management
Royal Oak,
Michigan
|
$1.85K
|
+$2.12K
|
+15
|
New
|
|
|
617
|
Park Square Financial Group
Roswell,
Georgia
|
$1.69K
|
+$1.97K
|
+14
|
New
|
|
|
618
|
Trust Company
Manhattan,
Kansas
|
$1.6K
|
–
|
–
|
–
|
|
|
619
|
AmeriFlex Group
Las Vegas,
Nevada
|
$1.6K
|
+$1.41K
|
+10
|
New
|
|
|
620
|
Berkshire Capital Holdings
San Jose,
California
|
$1.23K
|
-$6.9M
|
-48,950
|
-100%
|
|
|
621
|
WealthCollab
Bellevue,
Washington
|
$1.23K
|
-$846
|
-6
|
-38%
|
|
|
622
|
Caldwell Sutter Capital
Sausalito,
California
|
$1.23K
|
–
|
–
|
–
|
|
|
623
|
AssetMark Inc
Concord,
California
|
$1.23K
|
+$1.41K
|
+10
|
New
|
|
|
624
|
CVA Family Office
Denver,
Colorado
|
$1.23K
|
+$1.41K
|
+10
|
New
|
|
|
625
|
Toth Financial Advisory
Leesburg,
Virginia
|
$1.23K
|
+$1.41K
|
+10
|
New
|
|
