|
326
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$15K
|
+$11.7K
|
+200
|
+385%
|
|
|
327
|
Reilly Financial Advisors
La Mesa,
California
|
$12K
|
–
|
–
|
–
|
|
|
328
|
Golden State Wealth Management
Santa Ana,
California
|
$11K
|
+$11.7K
|
+200
|
New
|
|
|
329
|
Gemmer Asset Management
Walnut Creek,
California
|
$10K
|
-$125K
|
-2,140
|
-92%
|
|
|
330
|
Financial Enhancement Group
Anderson,
Indiana
|
$10K
|
–
|
–
|
–
|
|
|
331
|
Avior Wealth Management
Omaha,
Nebraska
|
$6K
|
+$6.24K
|
+107
|
New
|
|
|
332
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$5K
|
–
|
–
|
–
|
|
|
333
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$5K
|
–
|
–
|
–
|
|
|
334
|
West Paces Advisors
Atlanta,
Georgia
|
$4.08K
|
+$117
|
+2
|
+3%
|
|
|
335
|
IMA Advisory Services
Denver,
Colorado
|
$4K
|
–
|
–
|
–
|
|
|
336
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$4K
|
–
|
–
|
–
|
|
|
337
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$4K
|
+$58
|
+1
|
+1%
|
|
|
338
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$4K
|
+$4.37K
|
+75
|
New
|
|
|
339
|
LifePlan Financial Group
Dayton,
Ohio
|
$3K
|
–
|
–
|
–
|
|
|
340
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$3K
|
–
|
–
|
–
|
|
|
341
|
Sandy Spring Bank
Olney,
Maryland
|
$3K
|
+$291
|
+5
|
+10%
|
|
|
342
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$3K
|
+$3.67K
|
+63
|
New
|
|
|
343
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$2K
|
–
|
–
|
–
|
|
|
344
|
MKD Wealth Coaches
Troy,
Michigan
|
$2K
|
–
|
–
|
–
|
|
|
345
|
Truvestments Capital
Sarasota,
Florida
|
$2K
|
–
|
–
|
–
|
|
|
346
|
Meridian Wealth Management
Lexington,
Kentucky
|
$357
|
+$35.6K
|
+610
|
New
|
|
|
347
|
Westside Investment Management
Santa Monica,
California
|
$297
|
+$295K
|
+5,065
|
New
|
|
|
348
|
Credit Suisse
Zurich,
Switzerland
|
–
|
-$232M
|
-4,000,000
|
Closed
|
|
|
349
|
Disciplina Capital Management
Nashville,
Tennessee
|
–
|
-$53.9M
|
-927,721
|
Closed
|
|
|
350
|
Financial Advisors
Andover,
Massachusetts
|
–
|
-$22.1M
|
-380,710
|
Closed
|
|
