|
501
|
Key Financial Inc
West Chester,
Pennsylvania
|
$2.2K
|
–
|
–
|
–
|
|
|
502
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$2K
|
–
|
–
|
–
|
|
|
503
|
Global Retirement Partners
San Rafael,
California
|
$1.7K
|
+$704
|
+6
|
+60%
|
|
|
504
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$1.65K
|
–
|
–
|
–
|
|
|
505
|
Trifecta Capital Advisors
Northbrook,
Illinois
|
$1.54K
|
–
|
–
|
–
|
|
|
506
|
Baker Avenue Asset Management
San Francisco,
California
|
$1.32K
|
–
|
–
|
–
|
|
|
507
|
Raffa Wealth Management
Washington,
District of Columbia
|
$1.21K
|
–
|
–
|
–
|
|
|
508
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$1.1K
|
–
|
–
|
–
|
|
|
509
|
Eagle Bay Advisors
New York
|
$1.1K
|
–
|
–
|
–
|
|
|
510
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$1K
|
–
|
–
|
–
|
|
|
511
|
Avion Wealth
The Woodlands,
Texas
|
$1K
|
+$1.41K
|
+12
|
New
|
|
|
512
|
MCF Advisors
Covington,
Kentucky
|
$661
|
–
|
–
|
–
|
|
|
513
|
Brown Brothers Harriman & Co
New York
|
$660
|
–
|
–
|
–
|
|
|
514
|
North Star Investment Management
Chicago,
Illinois
|
$550
|
–
|
–
|
–
|
|
|
515
|
CVA Family Office
Denver,
Colorado
|
$550
|
+$587
|
+5
|
New
|
|
|
516
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$495
|
+$587
|
+5
|
New
|
|
|
517
|
Everence Capital Management
Goshen,
Indiana
|
$490
|
–
|
–
|
–
|
|
|
518
|
TFO Wealth Partners
Maumee,
Ohio
|
$440
|
-$1.88K
|
-16
|
-80%
|
|
|
519
|
Core Alternative Capital
Peachtree Corners,
Georgia
|
$440
|
+$470
|
+4
|
New
|
|
|
520
|
SOA Wealth Advisors
New York
|
$221
|
–
|
–
|
–
|
|
|
521
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$110
|
–
|
–
|
–
|
|
|
522
|
BOK Financial
Tulsa,
Oklahoma
|
$110
|
+$117
|
+1
|
New
|
|
|
523
|
Schroder Investment Management Group
London,
United Kingdom
|
–
|
-$59.9M
|
-496,610
|
Closed
|
|
|
524
|
Westpac Banking Corp
Sydney,
Australia
|
–
|
-$21M
|
-174,474
|
Closed
|
|
|
525
|
Prana Capital Management
Greenwich,
Connecticut
|
–
|
-$16.6M
|
-137,747
|
Closed
|
|
