|
301
|
Clearstead Advisors
Cleveland,
Ohio
|
$15K
|
+$8.36K
|
+106
|
+143%
|
|
|
302
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$13K
|
–
|
–
|
–
|
|
|
303
|
Pflug Koory
Omaha,
Nebraska
|
$13K
|
–
|
–
|
–
|
|
|
304
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$13K
|
–
|
–
|
–
|
|
|
305
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$12K
|
-$158K
|
-2,000
|
-93%
|
|
|
306
|
Glassman Wealth Services
Vienna,
Virginia
|
$12K
|
–
|
–
|
–
|
|
|
307
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$11K
|
–
|
–
|
–
|
|
|
308
|
Delta Asset Management
Memphis,
Tennessee
|
$11K
|
–
|
–
|
–
|
|
|
309
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$11K
|
–
|
–
|
–
|
|
|
310
|
Retirement Group
San Diego,
California
|
$11K
|
+$10.1K
|
+128
|
New
|
|
|
311
|
Barclays
London,
United Kingdom
|
$9K
|
-$255K
|
-3,236
|
-97%
|
|
|
312
|
AssetMark Inc
Concord,
California
|
$8K
|
-$1.42K
|
-18
|
-15%
|
|
|
313
|
Macroview Investment Management
Bethesda,
Maryland
|
$8K
|
–
|
–
|
–
|
|
|
314
|
Rice Partnership
Honolulu,
Hawaii
|
$8K
|
–
|
–
|
–
|
|
|
315
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$7K
|
–
|
–
|
–
|
|
|
316
|
Red Door Wealth Management
Memphis,
Tennessee
|
$7K
|
–
|
–
|
–
|
|
|
317
|
Asset Dedication LLC
San Francisco,
California
|
$7K
|
+$6.31K
|
+80
|
New
|
|
|
318
|
Kelly Financial Services
Braintree,
Massachusetts
|
$6.84K
|
+$315
|
+4
|
+5%
|
|
|
319
|
Advisornet Financial
Minnetonka,
Minnesota
|
$6K
|
–
|
–
|
–
|
|
|
320
|
AllSquare Wealth Management
Albany,
New York
|
$6K
|
–
|
–
|
–
|
|
|
321
|
Rowland Carmichael Advisors
Scottsdale,
Arizona
|
$6K
|
+$5.68K
|
+72
|
New
|
|
|
322
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$5K
|
-$10.6K
|
-134
|
-67%
|
|
|
323
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$5K
|
–
|
–
|
–
|
|
|
324
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$5K
|
–
|
–
|
–
|
|
|
325
|
Zions Bancorporation
Salt Lake City,
Utah
|
$5K
|
–
|
–
|
–
|
|
