|
351
|
WPG Advisers
Baltimore,
Maryland
|
$3.83K
|
–
|
–
|
–
|
|
|
352
|
TD Private Client Wealth
New York
|
$3.41K
|
+$123
|
+5
|
+4%
|
|
|
353
|
SHP Wealth Management
Plymouth,
Massachusetts
|
$2.58K
|
+$2.59K
|
+105
|
New
|
|
|
354
|
HM Payson & Co
Portland,
Maine
|
$2.33K
|
–
|
–
|
–
|
|
|
355
|
Intentional Wealth Strategies
Colorado Springs,
Colorado
|
$2.04K
|
+$2.04K
|
+83
|
New
|
|
|
356
|
Westfuller Advisors
New York
|
$1.86K
|
+$49
|
+2
|
+3%
|
|
|
357
|
Physician Wealth Advisors
Midvale,
Utah
|
$1.6K
|
–
|
–
|
–
|
|
|
358
|
Kilter Group
Rhinebeck,
New York
|
$1.6K
|
+$1.6K
|
+65
|
New
|
|
|
359
|
Clearstead Trust
Portland,
Maine
|
$1.55K
|
+$1.55K
|
+63
|
New
|
|
|
360
|
Alerus Financial
Grand Forks,
North Dakota
|
$1.52K
|
–
|
–
|
–
|
|
|
361
|
Clearstead Advisors
Cleveland,
Ohio
|
$1.47K
|
-$23.5K
|
-955
|
-94%
|
|
|
362
|
Cornerstone Financial Management
Burlington,
Massachusetts
|
$1.47K
|
–
|
–
|
–
|
|
|
363
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$1.18K
|
–
|
–
|
–
|
|
|
364
|
Advisory Services Network
Atlanta,
Georgia
|
$1.08K
|
+$1.08K
|
+44
|
New
|
|
|
365
|
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
$786
|
–
|
–
|
–
|
|
|
366
|
Godfrey Financial Associates
Glenmont,
New York
|
$565
|
+$443
|
+18
|
+360%
|
|
|
367
|
North Star Investment Management
Chicago,
Illinois
|
$540
|
–
|
–
|
–
|
|
|
368
|
Frazier Financial Advisors
Columbus,
Ohio
|
$516
|
+$517
|
+21
|
New
|
|
|
369
|
Essential Partners
Rancho Santa Fe,
California
|
$466
|
–
|
–
|
–
|
|
|
370
|
Dunhill Financial
London,
United Kingdom
|
$288
|
-$25
|
-1
|
-8%
|
|
|
371
|
Caitong International Asset Management
Hong Kong
|
$172
|
+$172
|
+7
|
New
|
|
|
372
|
Bogart Wealth LLC
Mclean,
Virginia
|
$74
|
+$74
|
+3
|
New
|
|
|
373
|
Hughes Financial Services
Herndon,
Virginia
|
$25
|
+$25
|
+1
|
New
|
|
|
374
|
Community Financial Services Group
Newport,
Vermont
|
$10
|
–
|
–
|
–
|
|
|
375
|
|
–
|
-$61.9M
|
-2,580,852
|
Closed
|
|
