|
876
|
Colonial Trust
Spartanburg,
South Carolina
|
$549
|
–
|
–
|
–
|
|
|
877
|
DecisionPoint Financial
Mesa,
Arizona
|
$549
|
–
|
–
|
–
|
|
|
878
|
Albion Financial Group
Salt Lake City,
Utah
|
$549
|
+$534
|
+5
|
New
|
|
|
879
|
Wall Street Financial Group
Carlinville,
Illinois
|
$549
|
+$534
|
+5
|
New
|
|
|
880
|
Curio Wealth
Annapolis,
Maryland
|
$439
|
+$427
|
+4
|
New
|
|
|
881
|
First Horizon Corporation
Memphis,
Tennessee
|
$439
|
+$427
|
+4
|
New
|
|
|
882
|
American Capital Advisory
Ketchum,
Idaho
|
$330
|
-$107
|
-1
|
-25%
|
|
|
883
|
Davis Capital Management
Jacksonville,
Florida
|
$329
|
–
|
–
|
–
|
|
|
884
|
Trust Company
Manhattan,
Kansas
|
$329
|
–
|
–
|
–
|
|
|
885
|
Raffa Wealth Management
Washington,
District of Columbia
|
$329
|
+$320
|
+3
|
New
|
|
|
886
|
EFG International
Zurich,
|
$220
|
–
|
–
|
–
|
|
|
887
|
Godsey & Gibb Inc
Richmond,
Virginia
|
$220
|
–
|
–
|
–
|
|
|
888
|
3 Factor Indexing
Sacramento,
California
|
$220
|
+$214
|
+2
|
New
|
|
|
889
|
Intentional Wealth Strategies
Colorado Springs,
Colorado
|
$220
|
+$214
|
+2
|
New
|
|
|
890
|
Tidemark
San Diego,
California
|
$220
|
+$214
|
+2
|
New
|
|
|
891
|
Financial Management Professionals
Austin,
Texas
|
$110
|
–
|
–
|
–
|
|
|
892
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$110
|
–
|
–
|
–
|
|
|
893
|
Asset Dedication LLC
San Francisco,
California
|
$110
|
+$107
|
+1
|
New
|
|
|
894
|
Bogart Wealth LLC
Mclean,
Virginia
|
$110
|
+$107
|
+1
|
New
|
|
|
895
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$110
|
+$107
|
+1
|
New
|
|
|
896
|
MidFirst Bank
Oklahoma City,
Oklahoma
|
$110
|
+$107
|
+1
|
New
|
|
|
897
|
Napier Financial
Braintree,
Massachusetts
|
$110
|
+$107
|
+1
|
New
|
|
|
898
|
Synergy Investment Management
Altamonte Springs,
Florida
|
$110
|
+$107
|
+1
|
New
|
|
|
899
|
Tradewinds Capital Management
Bellingham,
Washington
|
$9
|
–
|
–
|
–
|
|
|
900
|
T. Rowe Price Investment Management
Baltimore,
Maryland
|
–
|
-$314M
|
-2,844,653
|
Closed
|
|
