|
326
|
Close Asset Management
London,
United Kingdom
|
$1K
|
–
|
–
|
–
|
|
|
327
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$1K
|
–
|
–
|
–
|
|
|
328
|
ESL Trust Services
Rochester,
New York
|
$996
|
–
|
–
|
–
|
|
|
329
|
Wealth Watch Advisors
Englewood,
Colorado
|
$923
|
–
|
–
|
–
|
|
|
330
|
Kelleher Financial Advisors
New York
|
$894
|
–
|
–
|
–
|
|
|
331
|
SageView Advisory Group
Newport Beach,
California
|
$879
|
+$825
|
+60
|
New
|
|
|
332
|
Ankerstar Wealth
Leander,
Texas
|
$850
|
+$798
|
+58
|
New
|
|
|
333
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$835
|
–
|
–
|
–
|
|
|
334
|
Financial Management Professionals
Austin,
Texas
|
$822
|
–
|
–
|
–
|
|
|
335
|
Essential Partners
Rancho Santa Fe,
California
|
$806
|
-$13.3K
|
-967
|
-95%
|
|
|
336
|
Harbour Investments
Madison,
Wisconsin
|
$806
|
+$151
|
+11
|
+25%
|
|
|
337
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
$791
|
–
|
–
|
–
|
|
|
338
|
Clearstead Trust
Portland,
Maine
|
$777
|
-$303
|
-22
|
-29%
|
|
|
339
|
New England Capital Financial Advisors
Meriden,
Connecticut
|
$777
|
–
|
–
|
–
|
|
|
340
|
Bank & Trust Company
Litchfield,
Illinois
|
$762
|
–
|
–
|
–
|
|
|
341
|
Optima Capital
Beaverton,
Oregon
|
$689
|
+$646
|
+47
|
New
|
|
|
342
|
AssetMark Inc
Concord,
California
|
$674
|
-$495
|
-36
|
-44%
|
|
|
343
|
Bruce G. Allen Investments
Denver,
Colorado
|
$674
|
-$28
|
-2
|
-4%
|
|
|
344
|
Sachetta
Lynnfield,
Massachusetts
|
$674
|
–
|
–
|
–
|
|
|
345
|
TD Private Client Wealth
New York
|
$674
|
–
|
–
|
–
|
|
|
346
|
Thompson Investment Management
Madison,
Wisconsin
|
$659
|
+$619
|
+45
|
New
|
|
|
347
|
CVA Family Office
Denver,
Colorado
|
$601
|
+$564
|
+41
|
New
|
|
|
348
|
Physician Wealth Advisors
Midvale,
Utah
|
$557
|
+$523
|
+38
|
New
|
|
|
349
|
LRI Investments
Palm Beach Gardens,
Florida
|
$545
|
–
|
–
|
–
|
|
|
350
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$542
|
+$509
|
+37
|
New
|
|
