|
851
|
Lee Financial
Dallas,
Texas
|
$1.38K
|
–
|
–
|
–
|
|
|
852
|
Trifecta Capital Advisors
Northbrook,
Illinois
|
$1.29K
|
+$1.35K
|
+15
|
New
|
|
|
853
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$1.21K
|
–
|
–
|
–
|
|
|
854
|
|
$1.12K
|
-$11.3K
|
-126
|
-91%
|
|
|
855
|
My Personal CFO LLC
Vancouver,
Washington
|
$1.03K
|
+$1.08K
|
+12
|
New
|
|
|
856
|
American National Bank & Trust
Wichita Falls,
Texas
|
$1K
|
–
|
–
|
–
|
|
|
857
|
Sierra Capital
Miami,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
858
|
Jones Financial Companies
Des Peres,
Missouri
|
$1K
|
+$900
|
+10
|
New
|
|
|
859
|
Bourgeon Capital Management
Darien,
Connecticut
|
$948
|
–
|
–
|
–
|
|
|
860
|
|
$862
|
–
|
–
|
–
|
|
|
861
|
Cedar Wealth Management
Walnut Creek,
California
|
$776
|
–
|
–
|
–
|
|
|
862
|
TFC Financial Management
Boston,
Massachusetts
|
$604
|
–
|
–
|
–
|
|
|
863
|
WestEnd Advisors
Charlotte,
North Carolina
|
$603
|
+$180
|
+2
|
+40%
|
|
|
864
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$518
|
–
|
–
|
–
|
|
|
865
|
Horan Securities
Cincinnati,
United States
|
$518
|
–
|
–
|
–
|
|
|
866
|
Fiduciary Alliance
Greenville,
South Carolina
|
$517
|
+$540
|
+6
|
New
|
|
|
867
|
Meiji Yasuda Asset Management
Tokyo,
Japan
|
$440
|
-$7.2K
|
-80
|
-2%
|
|
|
868
|
Column Capital Advisors
Indianapolis,
Indiana
|
$431
|
+$450
|
+5
|
New
|
|
|
869
|
True Wealth Design
Akron,
Ohio
|
$431
|
+$450
|
+5
|
New
|
|
|
870
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$342
|
+$7.74K
|
+86
|
New
|
|
|
871
|
Intact Investment Management
Montreal,
Quebec, Canada
|
$172
|
+$180
|
+2
|
New
|
|
|
872
|
Bogart Wealth LLC
Mclean,
Virginia
|
$15
|
–
|
–
|
–
|
|
|
873
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$2
|
–
|
–
|
–
|
|
|
874
|
Clean Energy Transition
London,
United Kingdom
|
–
|
-$116M
|
-1,390,252
|
Closed
|
|
|
875
|
CAAS Capital Management
New York
|
–
|
-$40.6M
|
-488,181
|
Closed
|
|
