|
601
|
MV Capital Management
Bethesda,
Maryland
|
$6K
|
+$5.19K
|
+53
|
+883%
|
|
|
602
|
Raffa Wealth Management
Washington,
District of Columbia
|
$5.16K
|
+$392
|
+4
|
+9%
|
|
|
603
|
Asset Dedication LLC
San Francisco,
California
|
$5K
|
–
|
–
|
–
|
|
|
604
|
Creative Financial Designs
Kokomo,
Indiana
|
$5K
|
–
|
–
|
–
|
|
|
605
|
Old North State Trust
Greensboro,
North Carolina
|
$5K
|
+$4.89K
|
+50
|
New
|
|
|
606
|
Clearstead Advisors
Cleveland,
Ohio
|
$5K
|
+$4.99K
|
+51
|
New
|
|
|
607
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$4K
|
–
|
–
|
–
|
|
|
608
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$4K
|
–
|
–
|
–
|
|
|
609
|
Baystate Wealth Management
Boston,
Massachusetts
|
$4K
|
+$2.64K
|
+27
|
+270%
|
|
|
610
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$4K
|
+$3.62K
|
+37
|
New
|
|
|
611
|
KB Financial Partners
Princeton,
New Jersey
|
$3K
|
-$9.4K
|
-96
|
-79%
|
|
|
612
|
Gradient Investments
Arden Hills,
Minnesota
|
$3K
|
–
|
–
|
–
|
|
|
613
|
Tarbox Family Office
Newport Beach,
California
|
$3K
|
–
|
–
|
–
|
|
|
614
|
Zions Bancorporation
Salt Lake City,
Utah
|
$3K
|
–
|
–
|
–
|
|
|
615
|
Clearview Wealth Advisors
Salem,
Oregon
|
$2K
|
–
|
–
|
–
|
|
|
616
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$2K
|
–
|
–
|
–
|
|
|
617
|
|
$2K
|
–
|
–
|
–
|
|
|
618
|
Standard Family Office
Sioux Falls,
South Dakota
|
$2K
|
–
|
–
|
–
|
|
|
619
|
St. Johns Investment Management
Jacksonville,
Florida
|
$2K
|
+$1.66K
|
+17
|
New
|
|
|
620
|
Tucker Asset Management
Littleton,
Colorado
|
$1.69K
|
+$1.57K
|
+16
|
New
|
|
|
621
|
Versant Capital Management
Phoenix,
Arizona
|
$1K
|
–
|
–
|
–
|
|
|
622
|
First Horizon Corporation
Memphis,
Tennessee
|
$1K
|
+$685
|
+7
|
+78%
|
|
|
623
|
WestEnd Advisors
Charlotte,
North Carolina
|
$210
|
–
|
–
|
–
|
|
|
624
|
Westside Investment Management
Santa Monica,
California
|
$4
|
-$4.11K
|
-42
|
-48%
|
|
|
625
|
Parnassus Investments
San Francisco,
California
|
–
|
-$171M
|
-1,873,762
|
Closed
|
|
