|
301
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$2.9K
|
–
|
–
|
–
|
|
|
302
|
Provenance Wealth Advisors
Fort Lauderdale,
Florida
|
$2.9K
|
–
|
–
|
–
|
|
|
303
|
Albion Financial Group
Salt Lake City,
Utah
|
$2.9K
|
+$2.44K
|
+5
|
New
|
|
|
304
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
$2.9K
|
+$2.44K
|
+5
|
New
|
|
|
305
|
High Note Wealth
Deephaven,
Minnesota
|
$2.32K
|
-$1.96K
|
-4
|
-50%
|
|
|
306
|
Tortoise Investment Management
White Plains,
New York
|
$2.32K
|
–
|
–
|
–
|
|
|
307
|
J. Safra Asset Management
New York
|
$2.32K
|
+$1.96K
|
+4
|
New
|
|
|
308
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$2.02K
|
–
|
–
|
–
|
|
|
309
|
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
|
$2K
|
–
|
–
|
–
|
|
|
310
|
Clearstead Trust
Portland,
Maine
|
$1.74K
|
–
|
–
|
–
|
|
|
311
|
Millstone Evans Group
Boulder,
Colorado
|
$1.74K
|
–
|
–
|
–
|
|
|
312
|
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
$1.16K
|
–
|
–
|
–
|
|
|
313
|
Global Retirement Partners
San Rafael,
California
|
$1.16K
|
–
|
–
|
–
|
|
|
314
|
Steward Partners Investment Advisory
New York
|
$1.16K
|
–
|
–
|
–
|
|
|
315
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$1K
|
–
|
–
|
–
|
|
|
316
|
Caitong International Asset Management
Hong Kong
|
$581
|
-$11.7K
|
-24
|
-96%
|
|
|
317
|
True Wealth Design
Akron,
Ohio
|
$581
|
-$4.4K
|
-9
|
-90%
|
|
|
318
|
Bruce G. Allen Investments
Denver,
Colorado
|
$581
|
–
|
–
|
–
|
|
|
319
|
Huntington National Bank
Columbus,
Ohio
|
$581
|
–
|
–
|
–
|
|
|
320
|
SJS Investment Consulting
Sylvania,
Ohio
|
$581
|
–
|
–
|
–
|
|
|
321
|
Allworth Financial
Folsom,
California
|
$581
|
+$489
|
+1
|
New
|
|
|
322
|
Rialto Wealth Management
Syracuse,
New York
|
$581
|
+$489
|
+1
|
New
|
|
|
323
|
TD Private Client Wealth
New York
|
$581
|
+$489
|
+1
|
New
|
|
|
324
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$580
|
+$489
|
+1
|
New
|
|
|
325
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
–
|
-$22.9M
|
-52,726
|
Closed
|
|
