|
301
|
Private Trust Company
Cleveland,
Ohio
|
$31.7K
|
–
|
–
|
–
|
|
|
302
|
Focused Wealth Management
Newburgh,
New York
|
$29.7K
|
+$30.9K
|
+993
|
New
|
|
|
303
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$26K
|
–
|
–
|
–
|
|
|
304
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$25.5K
|
-$11.5K
|
-369
|
-31%
|
|
|
305
|
Asset Dedication LLC
San Francisco,
California
|
$22K
|
+$23.3K
|
+747
|
New
|
|
|
306
|
Wells Fargo
San Francisco,
California
|
$21.6K
|
–
|
–
|
–
|
|
|
307
|
Comerica Bank
Dallas,
Texas
|
$21.6K
|
+$22.4K
|
+720
|
New
|
|
|
308
|
Geneos Wealth Management
Englewood,
Colorado
|
$18.4K
|
–
|
–
|
–
|
|
|
309
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$16.5K
|
–
|
–
|
–
|
|
|
310
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$13.9K
|
–
|
–
|
–
|
|
|
311
|
Steward Partners Investment Advisory
New York
|
$13.3K
|
–
|
–
|
–
|
|
|
312
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$13.1K
|
–
|
–
|
–
|
|
|
313
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$7.79K
|
+$8.1K
|
+260
|
New
|
|
|
314
|
Simplex Trading
Chicago,
Illinois
|
$4K
|
+$4.98K
|
+160
|
New
|
|
|
315
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$2.26K
|
–
|
–
|
–
|
|
|
316
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$2.04K
|
–
|
–
|
–
|
|
|
317
|
|
$569
|
+$592
|
+19
|
New
|
|
|
318
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$272
|
–
|
–
|
–
|
|
|
319
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$271
|
–
|
–
|
–
|
|
|
320
|
Fidelity Investments
Boston,
Massachusetts
|
$150
|
+$93
|
+3
|
+150%
|
|
|
321
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$30
|
–
|
–
|
–
|
|
|
322
|
CreativeOne Wealth
Overland Park,
Kansas
|
–
|
-$4.16M
|
-134,381
|
Closed
|
|
|
323
|
Activest Wealth Management
Aventure,
Florida
|
–
|
-$5.1M
|
-112,432
|
Closed
|
|
|
324
|
Forum Private Client Group
Fishers,
Indiana
|
–
|
-$1.85M
|
-59,745
|
Closed
|
|
|
325
|
LJI Wealth Management
Indianapolis,
Indiana
|
–
|
-$60K
|
-57,657
|
Closed
|
|
