|
301
|
Highline Wealth Partners
Sherman Oaks,
California
|
$4.35K
|
+$339
|
+6
|
+9%
|
|
|
302
|
Private Trust Company
Cleveland,
Ohio
|
$4.11K
|
–
|
–
|
–
|
|
|
303
|
Rakuten Securities
Tokyo,
Japan
|
$3.81K
|
-$17.3K
|
-306
|
-83%
|
|
|
304
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$3.51K
|
–
|
–
|
–
|
|
|
305
|
Accredited Wealth Management
Louisville,
Kentucky
|
$3.02K
|
+$88.6K
|
+1,568
|
+3,136%
|
|
|
306
|
WealthCollab
Bellevue,
Washington
|
$2.18K
|
–
|
–
|
–
|
|
|
307
|
Root Financial Partners
Encinitas,
California
|
$1.93K
|
+$1.81K
|
+32
|
New
|
|
|
308
|
Bell Investment Advisors
Oakland,
California
|
$1.57K
|
–
|
–
|
–
|
|
|
309
|
Evolution Wealth Management
Fort Myers,
Florida
|
$1.51K
|
+$1.41K
|
+25
|
New
|
|
|
310
|
Physician Wealth Advisors
Midvale,
Utah
|
$1.21K
|
+$1.13K
|
+20
|
New
|
|
|
311
|
SJS Investment Consulting
Sylvania,
Ohio
|
$1.21K
|
+$1.13K
|
+20
|
New
|
|
|
312
|
Imprint Wealth
Mount Pleasant,
South Carolina
|
$1.03K
|
+$960
|
+17
|
New
|
|
|
313
|
Bare Financial Services
Gap,
Pennsylvania
|
$907
|
–
|
–
|
–
|
|
|
314
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$846
|
+$791
|
+14
|
New
|
|
|
315
|
True Wealth Design
Akron,
Ohio
|
$786
|
+$169
|
+3
|
+30%
|
|
|
316
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$665
|
+$621
|
+11
|
New
|
|
|
317
|
TD Capital Management
Memphis,
Tennessee
|
$484
|
–
|
–
|
–
|
|
|
318
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$357
|
-$791
|
-14
|
-70%
|
|
|
319
|
West Branch Capital
Amherst,
Massachusetts
|
$182
|
–
|
–
|
–
|
|
|
320
|
High Note Wealth
Deephaven,
Minnesota
|
$60
|
-$113
|
-2
|
-67%
|
|
|
321
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$15
|
-$1.41K
|
-25
|
Closed
|
|
|
322
|
Vaughan Nelson Investment Management
Houston,
Texas
|
–
|
-$47.4M
|
-832,416
|
Closed
|
|
|
323
|
Simplicity Wealth
Summit,
New Jersey
|
–
|
-$38.1M
|
-670,000
|
Closed
|
|
|
324
|
Two Sigma Investments
New York
|
–
|
-$13.7M
|
-241,308
|
Closed
|
|
|
325
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$10.1M
|
-177,978
|
Closed
|
|
