|
326
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$32.7K
|
+$32.5K
|
+281
|
New
|
|
|
327
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$29.5K
|
–
|
–
|
–
|
|
|
328
|
Hollencrest Capital Management
Newport Beach,
California
|
$29.4K
|
–
|
–
|
–
|
|
|
329
|
Magnolia Wealth Management
Dothan,
Alabama
|
$25K
|
+$24.9K
|
+215
|
New
|
|
|
330
|
AssetMark Inc
Concord,
California
|
$17.7K
|
-$5.78K
|
-50
|
-25%
|
|
|
331
|
Wellington-Altus USA
Winnipeg, Manitoba,
Manitoba, Canada
|
$17.6K
|
+$17.4K
|
+150
|
New
|
|
|
332
|
Wells Fargo
San Francisco,
California
|
$4.88K
|
+$4.86K
|
+42
|
New
|
|
|
333
|
SignatureFD
Atlanta,
Georgia
|
$3.49K
|
–
|
–
|
–
|
|
|
334
|
GoalVest Advisory
New York
|
$2.67K
|
-$117K
|
-1,008
|
-98%
|
|
|
335
|
Advisory Services Network
Atlanta,
Georgia
|
$2.21K
|
+$2.2K
|
+19
|
New
|
|
|
336
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$1.4K
|
–
|
–
|
–
|
|
|
337
|
Kerr Financial Planning
Fresno,
California
|
$349
|
+$116
|
+1
|
+50%
|
|
|
338
|
First Command Advisory Services
Fort Worth,
Texas
|
$233
|
+$231
|
+2
|
New
|
|
|
339
|
Innovative Advisory Group
Lexington,
Massachusetts
|
–
|
-$23.3M
|
-202,414
|
Closed
|
|
|
340
|
|
–
|
-$20.9M
|
-181,455
|
Closed
|
|
|
341
|
Sippican Capital Advisors
Boston,
Massachusetts
|
–
|
-$4.45M
|
-38,628
|
Closed
|
|
|
342
|
GK Wealth Management
Reno,
Nevada
|
–
|
-$3.22M
|
-27,967
|
Closed
|
|
|
343
|
UBS Group
Zurich,
Switzerland
|
–
|
-$2M
|
-17,400
|
Closed
|
|
|
344
|
Citadel Advisors
Miami,
Florida
|
–
|
-$1.73M
|
-15,033
|
Closed
|
|
|
345
|
Citizens Financial Group
Providence,
Rhode Island
|
–
|
-$1.05M
|
-9,087
|
Closed
|
|
|
346
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
–
|
-$815K
|
-7,080
|
Closed
|
|
|
347
|
Corient Private Wealth
Miami,
Florida
|
–
|
-$713K
|
-6,195
|
Closed
|
|
|
348
|
Collaborative Wealth Management
Lake Mary,
Florida
|
–
|
-$507K
|
-4,402
|
Closed
|
|
|
349
|
McMill Wealth Management
Norfolk,
Nebraska
|
–
|
-$421K
|
-3,658
|
Closed
|
|
|
350
|
Sovran Advisors
San Diego,
California
|
–
|
-$421K
|
-3,655
|
Closed
|
|
