|
201
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$5K
|
–
|
–
|
–
|
|
|
202
|
Clearstead Advisors
Cleveland,
Ohio
|
$4.69K
|
+$4.24K
|
+77
|
New
|
|
|
203
|
WealthCollab
Bellevue,
Washington
|
$4.57K
|
–
|
–
|
–
|
|
|
204
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$4.33K
|
+$826
|
+15
|
+27%
|
|
|
205
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$4.08K
|
–
|
–
|
–
|
|
|
206
|
AssetMark Inc
Concord,
California
|
$2.8K
|
–
|
–
|
–
|
|
|
207
|
Rothschild Investment LLC
Chicago,
Illinois
|
$2.68K
|
+$1.38K
|
+25
|
+132%
|
|
|
208
|
Global Retirement Partners
San Rafael,
California
|
$2.5K
|
+$2.26K
|
+41
|
New
|
|
|
209
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2.29K
|
+$55
|
+1
|
+3%
|
|
|
210
|
TD Private Client Wealth
New York
|
$1.83K
|
-$220
|
-4
|
-12%
|
|
|
211
|
Zions Bancorporation, National Association
Salt Lake City,
Utah
|
$1.77K
|
–
|
–
|
–
|
|
|
212
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$1.71K
|
+$1.1K
|
+20
|
+250%
|
|
|
213
|
Physician Wealth Advisors
Midvale,
Utah
|
$1.46K
|
+$991
|
+18
|
+300%
|
|
|
214
|
Bell Investment Advisors
Oakland,
California
|
$1.28K
|
–
|
–
|
–
|
|
|
215
|
UMB Bank
Kansas City,
Missouri
|
$1.1K
|
–
|
–
|
–
|
|
|
216
|
IFP Advisors
Tampa,
Florida
|
$1.04K
|
-$55
|
-1
|
-6%
|
|
|
217
|
Essential Partners
Rancho Santa Fe,
California
|
$1.04K
|
–
|
–
|
–
|
|
|
218
|
Covestor
London,
United Kingdom
|
$1K
|
+$605
|
+11
|
+275%
|
|
|
219
|
Bogart Wealth LLC
Mclean,
Virginia
|
$731
|
–
|
–
|
–
|
|
|
220
|
CoreCap Advisors
Southfield,
Michigan
|
$610
|
+$550
|
+10
|
New
|
|
|
221
|
Keating Financial Advisory Services
Manhattan,
Kansas
|
$61
|
–
|
–
|
–
|
|
|
222
|
Grandeur Peak Global Advisors
Salt Lake City,
Utah
|
–
|
-$59.1M
|
-1,325,195
|
Closed
|
|
|
223
|
Artisan Partners
Milwaukee,
Wisconsin
|
–
|
-$54.2M
|
-1,216,883
|
Closed
|
|
|
224
|
Allspring Global Investments
Charlotte,
North Carolina
|
–
|
-$39.1M
|
-908,596
|
Closed
|
|
|
225
|
Deltroit Asset Management (UK)
London,
|
–
|
-$20.1M
|
-449,773
|
Closed
|
|
