|
801
|
TFC Financial Management
Boston,
Massachusetts
|
$393
|
–
|
–
|
–
|
|
|
802
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$295
|
-$395
|
-7
|
-54%
|
|
|
803
|
Activest Wealth Management
Aventure,
Florida
|
$294
|
-$169
|
-3
|
-33%
|
|
|
804
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$282
|
-$169
|
-3
|
-38%
|
|
|
805
|
Davis Capital Management
Jacksonville,
Florida
|
$245
|
+$282
|
+5
|
New
|
|
|
806
|
ESL Trust Services
Rochester,
New York
|
$245
|
+$282
|
+5
|
New
|
|
|
807
|
|
$245
|
+$282
|
+5
|
New
|
|
|
808
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$237
|
-$56
|
-1
|
-17%
|
|
|
809
|
HFM Investment Advisors
Glassboro,
New Jersey
|
$196
|
-$56
|
-1
|
-20%
|
|
|
810
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$196
|
+$226
|
+4
|
New
|
|
|
811
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$154
|
–
|
–
|
–
|
|
|
812
|
Guerra Advisors
Miami,
Florida
|
$147
|
+$169
|
+3
|
New
|
|
|
813
|
Richardson Financial Services
Medway,
Massachusetts
|
$147
|
+$169
|
+3
|
New
|
|
|
814
|
Principia Wealth Advisory
Dallas,
Texas
|
$98
|
-$1.64K
|
-29
|
-94%
|
|
|
815
|
Imprint Wealth
Mount Pleasant,
South Carolina
|
$98
|
+$113
|
+2
|
New
|
|
|
816
|
|
–
|
-$280M
|
-4,839,261
|
Closed
|
|
|
817
|
ALPS Advisors
Denver,
Colorado
|
–
|
-$22.6M
|
-391,017
|
Closed
|
|
|
818
|
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
–
|
-$22.3M
|
-385,918
|
Closed
|
|
|
819
|
Engineers Gate Manager
New York
|
–
|
-$6.59M
|
-113,884
|
Closed
|
|
|
820
|
Soltis Investment Advisors
St. George,
Utah
|
–
|
-$6.55M
|
-113,120
|
Closed
|
|
|
821
|
Soundwatch Capital
Rowayton,
Connecticut
|
–
|
-$4.58M
|
-79,217
|
Closed
|
|
|
822
|
|
–
|
-$3.94M
|
-68,143
|
Closed
|
|
|
823
|
Frank Rimerman Advisors
Palo Alto,
California
|
–
|
-$3.33M
|
-57,581
|
Closed
|
|
|
824
|
Martin Capital Partners
Eugene,
Oregon
|
–
|
-$2.98M
|
-51,431
|
Closed
|
|
|
825
|
Kerusso Capital Management
Winston Salem,
North Carolina
|
–
|
-$2.63M
|
-45,540
|
Closed
|
|
