|
251
|
Global Retirement Partners
San Rafael,
California
|
$2.14K
|
+$1.84K
|
+73
|
New
|
|
|
252
|
UMB Bank
Kansas City,
Missouri
|
$2.05K
|
–
|
–
|
–
|
|
|
253
|
RhumbLine Advisers
Boston,
Massachusetts
|
$2.05K
|
-$1.24K
|
-49
|
-41%
|
|
|
254
|
Bare Financial Services
Gap,
Pennsylvania
|
$1.93K
|
+$1.66K
|
+66
|
New
|
|
|
255
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
$1.59K
|
+$1.36K
|
+54
|
New
|
|
|
256
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$1.56K
|
+$328
|
+13
|
+32%
|
|
|
257
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$1.41K
|
–
|
–
|
–
|
|
|
258
|
Bogart Wealth LLC
Mclean,
Virginia
|
$1.23K
|
–
|
–
|
–
|
|
|
259
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$1.07K
|
–
|
–
|
–
|
|
|
260
|
Steward Partners Investment Advisory
New York
|
$1.02K
|
–
|
–
|
–
|
|
|
261
|
Arlington Trust
Birmingham,
Alabama
|
$820
|
+$706
|
+28
|
New
|
|
|
262
|
WealthCollab
Bellevue,
Washington
|
$703
|
–
|
–
|
–
|
|
|
263
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$498
|
+$429
|
+17
|
New
|
|
|
264
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$381
|
+$328
|
+13
|
New
|
|
|
265
|
SBI Securities
Tokyo,
Japan
|
$88
|
+$25
|
+1
|
+50%
|
|
|
266
|
Caitong International Asset Management
Hong Kong
|
$29
|
+$25
|
+1
|
New
|
|
|
267
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
–
|
-$18.9M
|
-534,357
|
Closed
|
|
|
268
|
Louisbourg Investments
Dieppe,
New Brunswick, Canada
|
–
|
-$2.77M
|
-112,500
|
Closed
|
|
|
269
|
Waratah Capital Advisors
Toronto,
Ontario, Canada
|
–
|
-$426K
|
-17,321
|
Closed
|
|
|
270
|
United Services Automobile Association
San Antonio,
Texas
|
–
|
-$265K
|
-10,822
|
Closed
|
|
|
271
|
|
–
|
-$102K
|
-2,872
|
Closed
|
|
|
272
|
Mather Group
Chicago,
Illinois
|
–
|
-$14.4K
|
-584
|
Closed
|
|
|
273
|
Wayfinding Financial
Lynnwood,
Washington
|
–
|
-$13K
|
-536
|
Closed
|
|
|
274
|
Coldstream Capital Management
Bellevue,
Washington
|
–
|
-$8.88K
|
-361
|
Closed
|
|
|
275
|
Blue Trust Inc
Alpharetta,
Georgia
|
–
|
-$8.21K
|
-334
|
Closed
|
|
