|
301
|
Litman Gregory Wealth Management
Larkspur,
California
|
$16K
|
–
|
–
|
–
|
|
|
302
|
North Star Investment Management
Chicago,
Illinois
|
$13K
|
–
|
–
|
–
|
|
|
303
|
Whittier Trust
South Pasadena,
California
|
$13K
|
–
|
–
|
–
|
|
|
304
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$12K
|
–
|
–
|
–
|
|
|
305
|
SignatureFD
Atlanta,
Georgia
|
$12K
|
–
|
–
|
–
|
|
|
306
|
Liberty Wealth Management
Oakland,
California
|
$12K
|
+$109
|
+1
|
+0.9%
|
|
|
307
|
Rockefeller Capital Management
New York
|
$11K
|
–
|
–
|
–
|
|
|
308
|
Larson Financial Group
St Louis,
Missouri
|
$10K
|
+$869
|
+8
|
+9%
|
|
|
309
|
Central Trust Company
Jefferson City,
Missouri
|
$7K
|
–
|
–
|
–
|
|
|
310
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$6K
|
+$6.52K
|
+60
|
New
|
|
|
311
|
Global Financial Private Client
Sarasota,
Florida
|
$5.63K
|
–
|
–
|
–
|
|
|
312
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$5K
|
–
|
–
|
–
|
|
|
313
|
McIlrath & Eck
Arlington,
Washington
|
$5K
|
–
|
–
|
–
|
|
|
314
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$4K
|
–
|
–
|
–
|
|
|
315
|
Lake Point Wealth Management
Rockwall,
Texas
|
$4K
|
–
|
–
|
–
|
|
|
316
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$3K
|
–
|
–
|
–
|
|
|
317
|
Fusion Family Wealth
Woodbury,
New York
|
$2K
|
–
|
–
|
–
|
|
|
318
|
Glassman Wealth Services
Vienna,
Virginia
|
$2K
|
–
|
–
|
–
|
|
|
319
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2K
|
+$2.17K
|
+20
|
New
|
|
|
320
|
Darwin Wealth Management
Tampa,
Florida
|
$2K
|
+$2.72K
|
+25
|
New
|
|
|
321
|
Huntington National Bank
Columbus,
Ohio
|
$1K
|
–
|
–
|
–
|
|
|
322
|
Westside Investment Management
Santa Monica,
California
|
$43
|
+$44.7K
|
+411
|
New
|
|
|
323
|
Family Management
New York
|
–
|
-$12M
|
-111,057
|
Closed
|
|
|
324
|
Parker Investment Management
Menlo Park,
California
|
–
|
-$5.61M
|
-52,057
|
Closed
|
|
|
325
|
Peak Asset Management
Louisville,
Colorado
|
–
|
-$2.89M
|
-26,771
|
Closed
|
|
