|
301
|
Glassman Wealth Services
Vienna,
Virginia
|
$4.37K
|
–
|
–
|
–
|
|
|
302
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$4.32K
|
+$4.19K
|
+197
|
New
|
|
|
303
|
Belpointe Asset Management
Reno,
Nevada
|
$3.56K
|
+$3.45K
|
+162
|
New
|
|
|
304
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$1.63K
|
+$787
|
+37
|
+100%
|
|
|
305
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$1.49K
|
+$128
|
+6
|
+10%
|
|
|
306
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$199
|
+$64
|
+3
|
+50%
|
|
|
307
|
AssetMark Inc
Concord,
California
|
$66
|
+$64
|
+3
|
New
|
|
|
308
|
Northland Capital Management
Virginia,
Minnesota
|
–
|
-$2.36M
|
-117,357
|
Closed
|
|
|
309
|
|
–
|
-$627K
|
-31,252
|
Closed
|
|
|
310
|
RBF Capital
San Francisco,
California
|
–
|
-$502K
|
-25,000
|
Closed
|
|
|
311
|
Shilanski & Associates
Anchorage,
Alaska
|
–
|
-$301K
|
-14,967
|
Closed
|
|
|
312
|
Applied Capital
Little Rock,
Arkansas
|
–
|
-$287K
|
-14,282
|
Closed
|
|
|
313
|
Wealthstream Advisors
New York
|
–
|
-$281K
|
-13,970
|
Closed
|
|
|
314
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
–
|
-$276K
|
-13,748
|
Closed
|
|
|
315
|
Truist Financial
Charlotte,
North Carolina
|
–
|
-$272K
|
-13,554
|
Closed
|
|
|
316
|
Watchman Group
Plano,
Texas
|
–
|
-$269K
|
-13,400
|
Closed
|
|
|
317
|
DBK Financial Counsel
Cuyahoga Falls,
Ohio
|
–
|
-$246K
|
-12,250
|
Closed
|
|
|
318
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
–
|
-$212K
|
-10,565
|
Closed
|
|
|
319
|
Integrated Advisors Network
Dallas,
Texas
|
–
|
-$212K
|
-10,528
|
Closed
|
|
|
320
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
–
|
-$121K
|
-6,028
|
Closed
|
|
|
321
|
Castle Wealth Management
West Palm Beach,
Florida
|
–
|
-$30K
|
-1,500
|
Closed
|
|
|
322
|
|
–
|
-$26K
|
-1,275
|
Closed
|
|
|
323
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
–
|
-$26K
|
-1,275
|
Closed
|
|
|
324
|
Intelligent Financial Strategies
Excelsior,
Minnesota
|
–
|
-$17K
|
-825
|
Closed
|
|
|
325
|
Ancora Advisors
Cleveland,
Ohio
|
–
|
-$16.1K
|
-756
|
-99%
|
|
