|
401
|
Private Capital Group
West Hartford,
Connecticut
|
$4K
|
–
|
–
|
–
|
|
|
402
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$4K
|
–
|
–
|
–
|
|
|
403
|
Sageworth Trust Company of South Dakota
Sioux Falls,
South Dakota
|
$3K
|
-$13.7K
|
-73
|
-83%
|
|
|
404
|
EARNEST Partners
Atlanta,
Georgia
|
$3K
|
–
|
–
|
–
|
|
|
405
|
Tarbox Family Office
Newport Beach,
California
|
$3K
|
–
|
–
|
–
|
|
|
406
|
Versant Capital Management
Phoenix,
Arizona
|
$3K
|
–
|
–
|
–
|
|
|
407
|
Cordant Inc
Portland,
Oregon
|
$3K
|
+$2.63K
|
+14
|
New
|
|
|
408
|
Global Financial Private Client
Sarasota,
Florida
|
$2.77K
|
–
|
–
|
–
|
|
|
409
|
Concord Wealth Partners
Abingdon,
Virginia
|
$2K
|
–
|
–
|
–
|
|
|
410
|
Iron Horse Wealth Management
Johston,
Iowa
|
$2K
|
–
|
–
|
–
|
|
|
411
|
Lake Point Wealth Management
Rockwall,
Texas
|
$2K
|
–
|
–
|
–
|
|
|
412
|
Schubert & Co
Mckinney,
Texas
|
$2K
|
+$376
|
+2
|
+22%
|
|
|
413
|
CNB Bank
Clearfield,
Pennsylvania
|
$2K
|
+$2.07K
|
+11
|
New
|
|
|
414
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$2K
|
+$2.07K
|
+11
|
New
|
|
|
415
|
Raffa Wealth Management
Washington,
District of Columbia
|
$1.78K
|
–
|
–
|
–
|
|
|
416
|
Sutton Wealth Advisors
Tampa,
Florida
|
$1.19K
|
+$376
|
+2
|
+50%
|
|
|
417
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$1K
|
–
|
–
|
–
|
|
|
418
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$1K
|
–
|
–
|
–
|
|
|
419
|
Missouri Trust & Investment Company
Springfield,
Missouri
|
$1K
|
–
|
–
|
–
|
|
|
420
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$1K
|
–
|
–
|
–
|
|
|
421
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$1K
|
–
|
–
|
–
|
|
|
422
|
Financial Management Professionals
Austin,
Texas
|
$1K
|
+$564
|
+3
|
New
|
|
|
423
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$1K
|
+$753
|
+4
|
New
|
|
|
424
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$300
|
+$1.13K
|
+6
|
+0.5%
|
|
|
425
|
Artisan Partners
Milwaukee,
Wisconsin
|
–
|
-$56.8M
|
-287,843
|
Closed
|
|
