|
376
|
WealthShield Partners
Cary,
North Carolina
|
$878
|
–
|
–
|
–
|
|
|
377
|
Legacy Investment Solutions
Meridian,
Idaho
|
$799
|
+$724
|
+18
|
New
|
|
|
378
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$799
|
+$724
|
+18
|
New
|
|
|
379
|
Sterling Capital Management
Charlotte,
North Carolina
|
$460
|
+$442
|
+11
|
New
|
|
|
380
|
Tucker Asset Management
Littleton,
Colorado
|
$84
|
+$80
|
+2
|
New
|
|
|
381
|
Glassman Wealth Services
Vienna,
Virginia
|
$42
|
–
|
–
|
–
|
|
|
382
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$2.3M
|
-59,691
|
Closed
|
|
|
383
|
|
–
|
-$492K
|
-12,767
|
Closed
|
|
|
384
|
Ballentine Partners
Waltham,
Massachusetts
|
–
|
-$438K
|
-11,373
|
Closed
|
|
|
385
|
Natixis Advisors
Boston,
Massachusetts
|
–
|
-$436K
|
-11,321
|
Closed
|
|
|
386
|
Millennium Management
New York
|
–
|
-$356K
|
-9,243
|
Closed
|
|
|
387
|
Stokes Family Office
New Orleans,
Louisiana
|
–
|
-$302K
|
-7,850
|
Closed
|
|
|
388
|
SVB Wealth
Boston,
Massachusetts
|
–
|
-$288K
|
-7,477
|
Closed
|
|
|
389
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
–
|
-$272K
|
-7,058
|
Closed
|
|
|
390
|
Sunpointe
St. Louis,
Missouri
|
–
|
-$249K
|
-6,465
|
Closed
|
|
|
391
|
Brown Financial Advisors
Milford,
Ohio
|
–
|
-$141K
|
-3,674
|
Closed
|
|
|
392
|
Voisard Asset Management Group
Grand Rapids,
Michigan
|
–
|
-$61.1K
|
-1,587
|
Closed
|
|
|
393
|
Spire Wealth Management
Mclean,
Virginia
|
–
|
-$35.2K
|
-915
|
Closed
|
|
|
394
|
Great Lakes Retirement
Sandusky,
Ohio
|
–
|
-$16.7K
|
-433
|
Closed
|
|
|
395
|
Denver PWM
Denver,
Colorado
|
–
|
-$12.1K
|
-314
|
Closed
|
|
|
396
|
The Family Firm
Bethesda,
Maryland
|
–
|
-$2.86K
|
-74
|
Closed
|
|
|
397
|
International Assets Investment Management
Orlando,
Florida
|
–
|
-$539
|
-14
|
Closed
|
|
|
398
|
Kelly Financial Services
Braintree,
Massachusetts
|
–
|
-$38
|
-1
|
Closed
|
|
