|
351
|
Global Retirement Partners
San Rafael,
California
|
$5.25K
|
–
|
–
|
–
|
|
|
352
|
Caitlin John
Brighton,
Michigan
|
$5.2K
|
–
|
–
|
–
|
|
|
353
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$5.15K
|
–
|
–
|
–
|
|
|
354
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$5.1K
|
-$12K
|
-228
|
-70%
|
|
|
355
|
Huntington National Bank
Columbus,
Ohio
|
$5.04K
|
-$14.3K
|
-271
|
-74%
|
|
|
356
|
Private Wealth Management Group
Princeton,
New Jersey
|
$4.78K
|
–
|
–
|
–
|
|
|
357
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$4.78K
|
–
|
–
|
–
|
|
|
358
|
Colonial Trust
Spartanburg,
South Carolina
|
$3.23K
|
–
|
–
|
–
|
|
|
359
|
BOK Financial
Tulsa,
Oklahoma
|
$3.2K
|
–
|
–
|
–
|
|
|
360
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$2.94K
|
+$951
|
+18
|
+47%
|
|
|
361
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$2K
|
-$25.9K
|
-490
|
-94%
|
|
|
362
|
Anchor Investment Management
Columbia,
South Carolina
|
$1.59K
|
–
|
–
|
–
|
|
|
363
|
Montag & Associates
Atlanta,
Georgia
|
$1.42K
|
+$1.43K
|
+27
|
New
|
|
|
364
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$1.17K
|
+$1.16K
|
+22
|
New
|
|
|
365
|
Blue Trust Inc
Alpharetta,
Georgia
|
$1.16K
|
-$15.4K
|
-291
|
-93%
|
|
|
366
|
Advisornet Financial
Minnetonka,
Minnesota
|
$1.05K
|
+$1.06K
|
+20
|
New
|
|
|
367
|
Financial Management Professionals
Austin,
Texas
|
$1K
|
–
|
–
|
–
|
|
|
368
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
369
|
Versant Capital Management
Phoenix,
Arizona
|
$788
|
–
|
–
|
–
|
|
|
370
|
Allworth Financial
Folsom,
California
|
$578
|
–
|
–
|
–
|
|
|
371
|
Bruce G. Allen Investments
Denver,
Colorado
|
$525
|
–
|
–
|
–
|
|
|
372
|
First Horizon Advisors
Memphis,
Tennessee
|
$473
|
–
|
–
|
–
|
|
|
373
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$227
|
+$264
|
+5
|
New
|
|
|
374
|
Abound Wealth Management
Franklin,
Tennessee
|
$159
|
–
|
–
|
–
|
|
|
375
|
Crestline Management
Fort Worth,
Texas
|
–
|
-$26.3M
|
-500,000
|
Closed
|
|
