|
326
|
Osterweis Capital Management
San Francisco,
California
|
$68K
|
–
|
–
|
–
|
|
|
327
|
Spire Wealth Management
Mclean,
Virginia
|
$66K
|
-$1.95M
|
-41,277
|
-97%
|
|
|
328
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$60K
|
+$10.4K
|
+221
|
+20%
|
|
|
329
|
Asset Dedication LLC
San Francisco,
California
|
$50K
|
–
|
–
|
–
|
|
|
330
|
|
$50K
|
+$17.7K
|
+376
|
+53%
|
|
|
331
|
Huntington National Bank
Columbus,
Ohio
|
$49K
|
–
|
–
|
–
|
|
|
332
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$47K
|
+$236
|
+5
|
+0.5%
|
|
|
333
|
US Bancorp
Minneapolis,
Minnesota
|
$47K
|
+$18K
|
+381
|
+61%
|
|
|
334
|
SOA Wealth Advisors
New York
|
$46K
|
+$47.2K
|
+1,000
|
New
|
|
|
335
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$45K
|
-$425
|
-9
|
-0.9%
|
|
|
336
|
Realta Investment Advisors
Wilmington,
Delaware
|
$40K
|
+$41.4K
|
+878
|
New
|
|
|
337
|
HM Payson & Co
Portland,
Maine
|
$39K
|
–
|
–
|
–
|
|
|
338
|
Cambridge Trust
Cambridge,
Massachusetts
|
$38K
|
–
|
–
|
–
|
|
|
339
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$37K
|
+$142
|
+3
|
+0.4%
|
|
|
340
|
Archer Investment Corporation
Carmel,
Indiana
|
$31.9K
|
–
|
–
|
–
|
|
|
341
|
Matrix Private Capital Group
New York
|
$30K
|
–
|
–
|
–
|
|
|
342
|
Pacifica Partners
Surrey,
Canada
|
$30K
|
+$94
|
+2
|
+0.3%
|
|
|
343
|
Franklin Resources
San Mateo,
California
|
$29K
|
–
|
–
|
–
|
|
|
344
|
Creative Financial Designs
Kokomo,
Indiana
|
$28K
|
–
|
–
|
–
|
|
|
345
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$28K
|
–
|
–
|
–
|
|
|
346
|
Bogart Wealth LLC
Mclean,
Virginia
|
$27K
|
–
|
–
|
–
|
|
|
347
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$27K
|
+$142
|
+3
|
+0.5%
|
|
|
348
|
Evoke Wealth
Los Angeles,
California
|
$24K
|
–
|
–
|
–
|
|
|
349
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$23.7K
|
-$3.44K
|
-73
|
-12%
|
|
|
350
|
Avior Wealth Management
Omaha,
Nebraska
|
$23K
|
+$94
|
+2
|
+0.4%
|
|
