|
301
|
Spire Wealth Management
Mclean,
Virginia
|
$3K
|
–
|
–
|
–
|
|
|
302
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$3K
|
+$1.32K
|
+21
|
+75%
|
|
|
303
|
EARNEST Partners
Atlanta,
Georgia
|
$2.78K
|
–
|
–
|
–
|
|
|
304
|
MCF Advisors
Covington,
Kentucky
|
$2.44K
|
+$2.26K
|
+36
|
New
|
|
|
305
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$2K
|
-$1.19K
|
-19
|
-42%
|
|
|
306
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$1.9K
|
-$5.46K
|
-87
|
-81%
|
|
|
307
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$1.56K
|
–
|
–
|
–
|
|
|
308
|
Harbour Investments
Madison,
Wisconsin
|
$1.36K
|
+$1.25K
|
+20
|
New
|
|
|
309
|
Advent Capital Management
New York
|
$1.22K
|
-$20.6K
|
-329
|
-95%
|
|
|
310
|
Farther Finance Advisors
San Francisco,
California
|
$1.22K
|
+$1.13K
|
+18
|
New
|
|
|
311
|
Sutton Wealth Advisors
Tampa,
Florida
|
$1.22K
|
+$1.13K
|
+18
|
New
|
|
|
312
|
Raffa Wealth Management
Washington,
District of Columbia
|
$1.15K
|
–
|
–
|
–
|
|
|
313
|
|
$1.02K
|
-$5.84K
|
-93
|
-86%
|
|
|
314
|
UMB Bank
Kansas City,
Missouri
|
$1K
|
-$11.7K
|
-187
|
-92%
|
|
|
315
|
Clearstead Advisors
Cleveland,
Ohio
|
$679
|
–
|
–
|
–
|
|
|
316
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$493
|
+$439
|
+7
|
New
|
|
|
317
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$475
|
–
|
–
|
–
|
|
|
318
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$475
|
+$439
|
+7
|
New
|
|
|
319
|
TD Private Client Wealth
New York
|
$475
|
+$439
|
+7
|
New
|
|
|
320
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$204
|
–
|
–
|
–
|
|
|
321
|
My Personal CFO LLC
Vancouver,
Washington
|
$204
|
+$188
|
+3
|
New
|
|
|
322
|
Lee Financial
Dallas,
Texas
|
$136
|
–
|
–
|
–
|
|
|
323
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1
|
+$690
|
+11
|
New
|
|
|
324
|
SCGE Management
Menlo Park,
California
|
–
|
-$70.5M
|
-940,000
|
Closed
|
|
|
325
|
Whale Rock Capital Management
Boston,
Massachusetts
|
–
|
-$66.6M
|
-888,507
|
Closed
|
|
