|
376
|
NBT Bank
Norwich,
New York
|
$30K
|
–
|
–
|
–
|
|
|
377
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$29.1K
|
+$329
|
+7
|
+1%
|
|
|
378
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$25K
|
+$282
|
+6
|
+1%
|
|
|
379
|
Tompkins Financial
Ithaca,
New York
|
$16.9K
|
–
|
–
|
–
|
|
|
380
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$13.6K
|
+$1.08K
|
+23
|
+9%
|
|
|
381
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$8K
|
+$8K
|
+170
|
New
|
|
|
382
|
Rossby Financial
Melbourne,
Florida
|
$7.69K
|
–
|
–
|
–
|
|
|
383
|
Root Financial Partners
Encinitas,
California
|
$5.9K
|
+$5.84K
|
+124
|
New
|
|
|
384
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$5.8K
|
+$5.74K
|
+122
|
New
|
|
|
385
|
HM Payson & Co
Portland,
Maine
|
$5.23K
|
+$5.18K
|
+110
|
New
|
|
|
386
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$4.41K
|
–
|
–
|
–
|
|
|
387
|
Cary Street Partners
Richmond,
Virginia
|
$2.71K
|
+$2.68K
|
+57
|
New
|
|
|
388
|
Fidelity Investments
Boston,
Massachusetts
|
$143
|
+$141
|
+3
|
New
|
|
|
389
|
|
–
|
-$23.8M
|
-505,139
|
Closed
|
|
|
390
|
Mach-1 Financial Group
Rogers,
Arkansas
|
–
|
-$17.7M
|
-375,313
|
Closed
|
|
|
391
|
AllGen Financial Advisors
Orlando,
Florida
|
–
|
-$10.6M
|
-225,039
|
Closed
|
|
|
392
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
–
|
-$8.1M
|
-172,109
|
Closed
|
|
|
393
|
Leo Wealth LLC
Hurst,
Texas
|
–
|
-$4.11M
|
-87,289
|
Closed
|
|
|
394
|
Oarsman Capital
Milwaukee,
Wisconsin
|
–
|
-$2.17M
|
-46,123
|
Closed
|
|
|
395
|
Strategic Planning Group
Bountiful,
Utah
|
–
|
-$1.95M
|
-41,380
|
Closed
|
|
|
396
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$1.66M
|
-35,304
|
Closed
|
|
|
397
|
Journey Strategic Wealth
Summit,
New Jersey
|
–
|
-$863K
|
-18,337
|
Closed
|
|
|
398
|
RFG Advisory
Birmingham,
Alabama
|
–
|
-$851K
|
-18,073
|
Closed
|
|
|
399
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
–
|
-$463K
|
-9,843
|
Closed
|
|
|
400
|
FRG Family Wealth Advisors
Bellevue,
Washington
|
–
|
-$428K
|
-9,100
|
Closed
|
|
