|
301
|
CVA Family Office
Denver,
Colorado
|
$50.3K
|
–
|
–
|
–
|
|
|
302
|
Montgomery Financial Services
Ocean City,
Maryland
|
$39.6K
|
+$36.3K
|
+338
|
New
|
|
|
303
|
BOK Financial Private Wealth
Denver,
Colorado
|
$38.2K
|
–
|
–
|
–
|
|
|
304
|
Anchor Investment Management
Columbia,
South Carolina
|
$35.1K
|
–
|
–
|
–
|
|
|
305
|
Westside Investment Management
Santa Monica,
California
|
$31K
|
–
|
–
|
–
|
|
|
306
|
IFP Advisors
Tampa,
Florida
|
$28.3K
|
-$58.8K
|
-548
|
-69%
|
|
|
307
|
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
|
$24.2K
|
+$22.2K
|
+207
|
New
|
|
|
308
|
Copia Wealth Management
Bend,
Oregon
|
$20.1K
|
–
|
–
|
–
|
|
|
309
|
International Assets Investment Management
Orlando,
Florida
|
$18.3K
|
–
|
–
|
–
|
|
|
310
|
Vanguard Advisers Inc
Malvern,
Pennsylvania
|
$15.5K
|
–
|
–
|
–
|
|
|
311
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$11.6K
|
–
|
–
|
–
|
|
|
312
|
Sankala Group
Lyons,
Colorado
|
$10.5K
|
-$3.65K
|
-34
|
-27%
|
|
|
313
|
Russell Investments Group
London,
United Kingdom
|
$8.19K
|
+$7.51K
|
+70
|
New
|
|
|
314
|
Continuum Advisory
Eagle,
Idaho
|
$8.11K
|
+$7.41K
|
+69
|
New
|
|
|
315
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$6.91K
|
–
|
–
|
–
|
|
|
316
|
Fountainhead AM
Warren,
New Jersey
|
$4.1K
|
-$1.29K
|
-12
|
-26%
|
|
|
317
|
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
|
$2.93K
|
–
|
–
|
–
|
|
|
318
|
TIAA Wealth Investment Management
New York
|
$944
|
–
|
–
|
–
|
|
|
319
|
Caitlin John
Brighton,
Michigan
|
$236
|
–
|
–
|
–
|
|
|
320
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
$117
|
+$107
|
+1
|
New
|
|
|
321
|
Northwest & Ethical Investments
Toronto,
Ontario, Canada
|
–
|
-$130M
|
-1,433,040
|
Closed
|
|
|
322
|
Golden State Equity Partners
South Coast Metro,
California
|
–
|
-$3.46M
|
-38,015
|
Closed
|
|
|
323
|
XY Planning Network
Bozeman,
Montana
|
–
|
-$1.72M
|
-18,684
|
Closed
|
|
|
324
|
WealthShield Partners
Cary,
North Carolina
|
–
|
-$1.18M
|
-12,966
|
Closed
|
|
|
325
|
Tower Research Capital (TRC)
New York
|
–
|
-$619K
|
-6,812
|
Closed
|
|
