|
351
|
Clearstead Advisors
Cleveland,
Ohio
|
$820
|
+$878
|
+29
|
New
|
|
|
352
|
Rothschild Investment LLC
Chicago,
Illinois
|
$791
|
+$848
|
+28
|
New
|
|
|
353
|
Clearstead Trust
Portland,
Maine
|
$735
|
–
|
–
|
–
|
|
|
354
|
AssetMark Inc
Concord,
California
|
$706
|
-$1.18K
|
-39
|
-61%
|
|
|
355
|
Sachetta
Lynnfield,
Massachusetts
|
$622
|
–
|
–
|
–
|
|
|
356
|
CVA Family Office
Denver,
Colorado
|
$593
|
–
|
–
|
–
|
|
|
357
|
Concord Wealth Partners
Abingdon,
Virginia
|
$525
|
+$30
|
+1
|
+6%
|
|
|
358
|
Fortitude Family Office
Scottsdale,
Arizona
|
$509
|
–
|
–
|
–
|
|
|
359
|
Key Financial Inc
West Chester,
Pennsylvania
|
$507
|
–
|
–
|
–
|
|
|
360
|
Rialto Wealth Management
Syracuse,
New York
|
$481
|
–
|
–
|
–
|
|
|
361
|
Bruce G. Allen Investments
Denver,
Colorado
|
$424
|
–
|
–
|
–
|
|
|
362
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$328
|
–
|
–
|
–
|
|
|
363
|
Advisornet Financial
Minnetonka,
Minnesota
|
$198
|
–
|
–
|
–
|
|
|
364
|
Principal Securities
Des Moines,
Iowa
|
$198
|
–
|
–
|
–
|
|
|
365
|
Abound Wealth Management
Franklin,
Tennessee
|
$170
|
–
|
–
|
–
|
|
|
366
|
Cromwell Holdings
Jackson,
Wyoming
|
$170
|
–
|
–
|
–
|
|
|
367
|
MV Capital Management
Bethesda,
Maryland
|
$170
|
–
|
–
|
–
|
|
|
368
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$113
|
-$30
|
-1
|
-20%
|
|
|
369
|
HFM Investment Advisors
Glassboro,
New Jersey
|
$85
|
-$30
|
-1
|
-25%
|
|
|
370
|
Leonteq Securities AG
Zurich,
Switzerland
|
$85
|
–
|
–
|
–
|
|
|
371
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$69
|
+$61
|
+2
|
New
|
|
|
372
|
True Wealth Design
Akron,
Ohio
|
$57
|
-$333
|
-11
|
-85%
|
|
|
373
|
Essential Partners
Rancho Santa Fe,
California
|
$57
|
–
|
–
|
–
|
|
|
374
|
Manchester Capital Management
Manchester,
Vermont
|
$29
|
–
|
–
|
–
|
|
|
375
|
|
–
|
-$26.9M
|
-840,514
|
Closed
|
|
