|
401
|
Avion Wealth
The Woodlands,
Texas
|
$15K
|
+$15.5K
|
+306
|
New
|
|
|
402
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$13.2K
|
-$21.4K
|
-423
|
-62%
|
|
|
403
|
Wells Fargo
San Francisco,
California
|
$12.2K
|
-$94K
|
-1,858
|
-89%
|
|
|
404
|
Clearstead Trust
Portland,
Maine
|
$10K
|
–
|
–
|
–
|
|
|
405
|
Center for Financial Planning
Southfied,
Michigan
|
$9.54K
|
–
|
–
|
–
|
|
|
406
|
Huntington National Bank
Columbus,
Ohio
|
$6.8K
|
–
|
–
|
–
|
|
|
407
|
Horizon Financial Services
Winston Salem,
North Carolina
|
$6.54K
|
–
|
–
|
–
|
|
|
408
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$6.34K
|
+$6.32K
|
+125
|
New
|
|
|
409
|
Future Financial Wealth Management
Cincinnati,
Ohio
|
$6.09K
|
+$6.07K
|
+120
|
New
|
|
|
410
|
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
$5.13K
|
+$5.11K
|
+101
|
New
|
|
|
411
|
FPC Investment Advisory
Petaluma,
California
|
$3.03K
|
-$8.26M
|
-163,377
|
-100%
|
|
|
412
|
Eastern Bank
Boston,
Massachusetts
|
$2.28K
|
+$2.28K
|
+45
|
New
|
|
|
413
|
Bellevue Asset Management
Bellevue,
Washington
|
$1.77K
|
–
|
–
|
–
|
|
|
414
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$1.32K
|
–
|
–
|
–
|
|
|
415
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$87
|
–
|
–
|
–
|
|
|
416
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$40
|
+$51
|
+1
|
New
|
|
|
417
|
Winthrop Advisory Group
Boston,
Massachusetts
|
–
|
-$46.3M
|
-916,847
|
Closed
|
|
|
418
|
SVB Wealth
Boston,
Massachusetts
|
–
|
-$15.4M
|
-304,130
|
Closed
|
|
|
419
|
Saiph Capital
Wyckoff,
New Jersey
|
–
|
-$7.23M
|
-143,129
|
Closed
|
|
|
420
|
Drive Wealth Management
Lehi,
Utah
|
–
|
-$6.65M
|
-131,513
|
Closed
|
|
|
421
|
|
–
|
-$1.47M
|
-29,174
|
Closed
|
|
|
422
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
–
|
-$866K
|
-17,139
|
Closed
|
|
|
423
|
Alpha Financial Partners
Lexington,
Kentucky
|
–
|
-$862K
|
-17,050
|
Closed
|
|
|
424
|
M Holdings Securities
Portland,
Oregon
|
–
|
-$519K
|
-10,268
|
Closed
|
|
|
425
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$422K
|
-8,359
|
Closed
|
|
