|
551
|
TD Private Client Wealth
New York
|
$3.16K
|
+$1.81K
|
+7
|
+140%
|
|
|
552
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$2.9K
|
+$1.03K
|
+4
|
+57%
|
|
|
553
|
SJS Investment Consulting
Sylvania,
Ohio
|
$2.9K
|
+$1.03K
|
+4
|
+57%
|
|
|
554
|
Trust Company
Manhattan,
Kansas
|
$2.9K
|
+$2.85K
|
+11
|
New
|
|
|
555
|
WR Wealth Planners
Columbia,
Missouri
|
$2.63K
|
-$259
|
-1
|
-9%
|
|
|
556
|
Richardson Financial Services
Medway,
Massachusetts
|
$2.52K
|
+$1.29K
|
+5
|
+100%
|
|
|
557
|
Tortoise Investment Management
White Plains,
New York
|
$2.37K
|
–
|
–
|
–
|
|
|
558
|
Bell Investment Advisors
Oakland,
California
|
$2.11K
|
–
|
–
|
–
|
|
|
559
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$1.58K
|
–
|
–
|
–
|
|
|
560
|
CVA Family Office
Denver,
Colorado
|
$1.32K
|
+$518
|
+2
|
+67%
|
|
|
561
|
Advisornet Financial
Minnetonka,
Minnesota
|
$1.05K
|
-$259
|
-1
|
-20%
|
|
|
562
|
HM Payson & Co
Portland,
Maine
|
$1.05K
|
+$1.03K
|
+4
|
New
|
|
|
563
|
Avion Wealth
The Woodlands,
Texas
|
$1K
|
–
|
–
|
–
|
|
|
564
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$1K
|
+$518
|
+2
|
New
|
|
|
565
|
Valued Wealth Advisors
Holladay,
Utah
|
$791
|
–
|
–
|
–
|
|
|
566
|
Atwood & Palmer
Kansas City,
Missouri
|
$791
|
+$776
|
+3
|
New
|
|
|
567
|
Claris Advisors
St. Louis,
Missouri
|
$790
|
+$776
|
+3
|
New
|
|
|
568
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$764
|
–
|
–
|
–
|
|
|
569
|
Manchester Capital Management
Manchester,
Vermont
|
$527
|
–
|
–
|
–
|
|
|
570
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$527
|
+$518
|
+2
|
New
|
|
|
571
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$526
|
–
|
–
|
–
|
|
|
572
|
BOK Financial
Tulsa,
Oklahoma
|
$520
|
–
|
–
|
–
|
|
|
573
|
International Assets Investment Management
Orlando,
Florida
|
$345
|
+$23.5M
|
+90,901
|
New
|
|
|
574
|
Dogwood Wealth Management
Lenexa,
Kansas
|
$2
|
–
|
–
|
–
|
|
|
575
|
1832 Asset Management
Toronto,
Ontario, Canada
|
–
|
-$198M
|
-824,618
|
Closed
|
|
