|
851
|
Rise Advisors
Rochester,
New York
|
$487
|
–
|
–
|
–
|
|
|
852
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$487
|
+$524
|
+7
|
New
|
|
|
853
|
Perkins Coie Trust Company
Seattle,
Washington
|
$486
|
+$524
|
+7
|
New
|
|
|
854
|
Winnow Wealth
Waco,
Texas
|
$432
|
+$150
|
+2
|
+40%
|
|
|
855
|
Crewe Advisors
Salt Lake City,
Utah
|
$418
|
–
|
–
|
–
|
|
|
856
|
Continuum Advisory
Eagle,
Idaho
|
$417
|
-$1.35K
|
-18
|
-75%
|
|
|
857
|
Summit Securities Group
New York
|
$417
|
+$449
|
+6
|
New
|
|
|
858
|
NVWM LLC
Yardley,
Pennsylvania
|
$348
|
–
|
–
|
–
|
|
|
859
|
Parkworth Wealth Management
Los Gatos,
California
|
$348
|
–
|
–
|
–
|
|
|
860
|
Osterweis Capital Management
San Francisco,
California
|
$348
|
+$374
|
+5
|
New
|
|
|
861
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$347
|
+$374
|
+5
|
New
|
|
|
862
|
Nova Wealth Management
Bonita Springs,
Florida
|
$209
|
–
|
–
|
–
|
|
|
863
|
Greenline Partners
New York
|
$209
|
+$225
|
+3
|
New
|
|
|
864
|
HFM Investment Advisors
Glassboro,
New Jersey
|
$209
|
+$225
|
+3
|
New
|
|
|
865
|
Ross\Johnson & Associates
Plymouth,
Minnesota
|
$209
|
+$225
|
+3
|
New
|
|
|
866
|
Rakuten Securities
Tokyo,
Japan
|
$70
|
–
|
–
|
–
|
|
|
867
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$70
|
+$75
|
+1
|
New
|
|
|
868
|
Smallwood Wealth Investment Management
Red Bank,
New Jersey
|
$32
|
–
|
–
|
–
|
|
|
869
|
SVB Wealth
Boston,
Massachusetts
|
–
|
-$9.19M
|
-126,678
|
Closed
|
|
|
870
|
|
–
|
-$5.31M
|
-73,116
|
Closed
|
|
|
871
|
Hennessy Advisors Inc
Novato,
California
|
–
|
-$2.66M
|
-36,700
|
Closed
|
|
|
872
|
Icon Advisers
Greenwood Village,
Colorado
|
–
|
-$2.47M
|
-34,000
|
Closed
|
|
|
873
|
Fieldview Capital Management
Niles,
Michigan
|
–
|
-$1.95M
|
-26,891
|
Closed
|
|
|
874
|
Essential Planning
Portsmouth,
New Hampshire
|
–
|
-$2.13M
|
-26,650
|
Closed
|
|
|
875
|
|
–
|
-$1.55M
|
-21,395
|
Closed
|
|
