|
351
|
Bell Investment Advisors
Oakland,
California
|
$12K
|
–
|
–
|
–
|
|
|
352
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$12K
|
–
|
–
|
–
|
|
|
353
|
SOA Wealth Advisors
New York
|
$12K
|
–
|
–
|
–
|
|
|
354
|
Spire Wealth Management
Mclean,
Virginia
|
$12K
|
–
|
–
|
–
|
|
|
355
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$10K
|
+$3.41K
|
+17
|
+59%
|
|
|
356
|
Snowden Capital Advisors
New York
|
$9K
|
-$303K
|
-1,511
|
-97%
|
|
|
357
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$8K
|
–
|
–
|
–
|
|
|
358
|
Covestor
London,
United Kingdom
|
$8K
|
+$6.63K
|
+33
|
New
|
|
|
359
|
Asset Dedication LLC
San Francisco,
California
|
$7K
|
–
|
–
|
–
|
|
|
360
|
Lee Financial
Dallas,
Texas
|
$7K
|
+$5.83K
|
+29
|
New
|
|
|
361
|
AssetMark Inc
Concord,
California
|
$5K
|
-$290K
|
-1,446
|
-99%
|
|
|
362
|
Vigilant Capital Management
Portland,
Maine
|
$5K
|
–
|
–
|
–
|
|
|
363
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$4K
|
–
|
–
|
–
|
|
|
364
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$4K
|
–
|
–
|
–
|
|
|
365
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$4K
|
–
|
–
|
–
|
|
|
366
|
Parallel Advisors
San Francisco,
California
|
$4K
|
+$402
|
+2
|
+13%
|
|
|
367
|
TD Private Client Wealth
New York
|
$3.19K
|
–
|
–
|
–
|
|
|
368
|
Concord Wealth Partners
Abingdon,
Virginia
|
$3K
|
–
|
–
|
–
|
|
|
369
|
Albion Financial Group
Salt Lake City,
Utah
|
$3K
|
+$2.01K
|
+10
|
+250%
|
|
|
370
|
Clearstead Advisors
Cleveland,
Ohio
|
$2K
|
–
|
–
|
–
|
|
|
371
|
Financial Management Professionals
Austin,
Texas
|
$2K
|
–
|
–
|
–
|
|
|
372
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$2K
|
–
|
–
|
–
|
|
|
373
|
Versant Capital Management
Phoenix,
Arizona
|
$1K
|
–
|
–
|
–
|
|
|
374
|
Sutton Wealth Advisors
Tampa,
Florida
|
$911
|
+$803
|
+4
|
New
|
|
|
375
|
|
–
|
-$89.6M
|
-537,540
|
Closed
|
|
