|
776
|
Portus Wealth Advisors
Charlotte,
North Carolina
|
$2.48K
|
+$2.52K
|
+89
|
New
|
|
|
777
|
Peachtree Investment Partners
Indian River Shores,,
Florida
|
$2.45K
|
–
|
–
|
–
|
|
|
778
|
McGuire Capital Advisors
Bethany,
Oklahoma
|
$2.31K
|
–
|
–
|
–
|
|
|
779
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$2.17K
|
–
|
–
|
–
|
|
|
780
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$2.01K
|
+$2.04K
|
+72
|
New
|
|
|
781
|
Curio Wealth
Annapolis,
Maryland
|
$1.59K
|
–
|
–
|
–
|
|
|
782
|
Prosperity Bancshares
Houston,
Texas
|
$1.42K
|
–
|
–
|
–
|
|
|
783
|
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
|
$1.17K
|
–
|
–
|
–
|
|
|
784
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$887
|
–
|
–
|
–
|
|
|
785
|
Arvest Investments
Lowell,
Arkansas
|
$417
|
–
|
–
|
–
|
|
|
786
|
Private Wealth Asset Management
Cedar Rapids,
Iowa
|
$362
|
+$368
|
+13
|
New
|
|
|
787
|
TradeWell Securities
Fort Wayne,
Indiana
|
–
|
-$12.7M
|
-12,721,524
|
Closed
|
|
|
788
|
Roehl & Yi Investment Advisors
Eugene,
Oregon
|
–
|
-$208K
|
-159,248
|
Closed
|
|
|
789
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$2.39M
|
-87,695
|
Closed
|
|
|
790
|
Y-Intercept (HK)
Hong Kong
|
–
|
-$1.28M
|
-47,067
|
Closed
|
|
|
791
|
Stokes Family Office
New Orleans,
Louisiana
|
–
|
-$986K
|
-36,243
|
Closed
|
|
|
792
|
Heritage Wealth Management (Ohio)
Cincinnati,
Ohio
|
–
|
-$941K
|
-34,570
|
Closed
|
|
|
793
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
–
|
-$739K
|
-27,166
|
Closed
|
|
|
794
|
IFG Advisory
Atlanta,
Georgia
|
–
|
-$647K
|
-23,770
|
Closed
|
|
|
795
|
Donor Advised Charitable Giving
San Francisco,
California
|
–
|
-$609K
|
-22,370
|
Closed
|
|
|
796
|
TBH Global Asset Management
Brentwood,
Tennessee
|
–
|
-$687K
|
-18,213
|
Closed
|
|
|
797
|
Global Assets Advisory
Orlando,
Florida
|
–
|
-$479K
|
-17,590
|
Closed
|
|
|
798
|
Seven Springs Wealth Group
Brentwood,
Tennessee
|
–
|
-$375K
|
-13,790
|
Closed
|
|
|
799
|
Fiduciary Financial Group
San Rafael,
California
|
–
|
-$356K
|
-13,073
|
Closed
|
|
|
800
|
Williams Jones Wealth Management
New York
|
–
|
-$341K
|
-12,517
|
Closed
|
|
