|
401
|
Icon Wealth Partners
Houston,
Texas
|
$3K
|
+$3.46K
|
+41
|
New
|
|
|
402
|
American Financial Network Advisory Services
Calabasas,
California
|
$2K
|
–
|
–
|
–
|
|
|
403
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$2K
|
–
|
–
|
–
|
|
|
404
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$2K
|
+$2.11K
|
+25
|
New
|
|
|
405
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
406
|
Schroder Investment Management Group
London,
United Kingdom
|
–
|
-$20.1M
|
-237,385
|
Closed
|
|
|
407
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$19.8M
|
-234,373
|
Closed
|
|
|
408
|
Investment Centers of America
Bismarck,
North Dakota
|
–
|
-$11.2M
|
-132,311
|
Closed
|
|
|
409
|
Simmons Bank
Pine Bluff,
Arkansas
|
–
|
-$2.7M
|
-31,845
|
Closed
|
|
|
410
|
Cahill Financial Advisors
Edina,
Minnesota
|
–
|
-$2.03M
|
-23,919
|
Closed
|
|
|
411
|
KeyBank National Association
Cleveland,
Ohio
|
–
|
-$1.35M
|
-15,902
|
Closed
|
|
|
412
|
Callan Capital
La Jolla,
California
|
–
|
-$1.05M
|
-12,373
|
Closed
|
|
|
413
|
Reliance Trust
Atlanta,
Georgia
|
–
|
-$883K
|
-10,432
|
Closed
|
|
|
414
|
United Asset Strategies
Garden City,
New York
|
–
|
-$806K
|
-9,521
|
Closed
|
|
|
415
|
Legacy Capital Partners
Milwaukee,
Wisconsin
|
–
|
-$790K
|
-9,331
|
Closed
|
|
|
416
|
Avantax Planning Partners
Dubuque,
Iowa
|
–
|
-$677K
|
-8,000
|
Closed
|
|
|
417
|
WealthPLAN Partners
Omaha,
Nebraska
|
–
|
-$648K
|
-7,654
|
Closed
|
|
|
418
|
Aspiriant LLC
Los Angeles,
California
|
–
|
-$343K
|
-4,050
|
Closed
|
|
|
419
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
–
|
-$306K
|
-3,613
|
Closed
|
|
|
420
|
Archford Capital Strategies
Swansea,
Illinois
|
–
|
-$233K
|
-2,756
|
Closed
|
|
|
421
|
|
–
|
-$224K
|
-2,645
|
Closed
|
|
|
422
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
–
|
-$216K
|
-2,553
|
Closed
|
|
|
423
|
Boltwood Capital Management
Walnut Creek,
California
|
–
|
-$200K
|
-2,367
|
Closed
|
|
|
424
|
Truepoint Inc
Cincinnati,
Ohio
|
–
|
-$169K
|
-1,994
|
Closed
|
|
|
425
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
–
|
-$105K
|
-1,247
|
Closed
|
|
