|
676
|
Stephens Consulting
Flint,
Michigan
|
$979
|
+$846
|
+17
|
New
|
|
|
677
|
Zions Bancorporation, National Association
Salt Lake City,
Utah
|
$921
|
+$796
|
+16
|
New
|
|
|
678
|
Tortoise Investment Management
White Plains,
New York
|
$749
|
+$647
|
+13
|
New
|
|
|
679
|
Bogart Wealth LLC
Mclean,
Virginia
|
$691
|
+$597
|
+12
|
New
|
|
|
680
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$633
|
+$249
|
+5
|
+83%
|
|
|
681
|
Berkshire Capital Holdings
San Jose,
California
|
$576
|
–
|
–
|
–
|
|
|
682
|
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
$576
|
+$498
|
+10
|
New
|
|
|
683
|
Parkworth Wealth Management
Los Gatos,
California
|
$518
|
+$249
|
+5
|
+125%
|
|
|
684
|
SJS Investment Consulting
Sylvania,
Ohio
|
$461
|
-$149
|
-3
|
-27%
|
|
|
685
|
Horizon Investments
Charlotte,
North Carolina
|
$461
|
+$398
|
+8
|
New
|
|
|
686
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$404
|
+$348
|
+7
|
New
|
|
|
687
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$404
|
+$348
|
+7
|
New
|
|
|
688
|
Principia Wealth Advisory
Dallas,
Texas
|
$345
|
+$249
|
+5
|
+500%
|
|
|
689
|
HFM Investment Advisors
Glassboro,
New Jersey
|
$288
|
+$199
|
+4
|
+400%
|
|
|
690
|
Caitong International Asset Management
Hong Kong
|
$173
|
-$49.5K
|
-994
|
-100%
|
|
|
691
|
Rothschild Investment LLC
Chicago,
Illinois
|
$173
|
-$50
|
-1
|
-25%
|
|
|
692
|
Total Investment Management
Scottsdale,
Arizona
|
$115
|
+$100
|
+2
|
New
|
|
|
693
|
Comprehensive Financial Planning
East Petersburg,
Pennsylvania
|
$58
|
–
|
–
|
–
|
|
|
694
|
Bowen Hanes & Co
Ponte Vedra Beach,
Florida
|
–
|
-$39.8M
|
-900,000
|
Closed
|
|
|
695
|
Allspring Global Investments
Charlotte,
North Carolina
|
–
|
-$24.5M
|
-538,934
|
Closed
|
|
|
696
|
Corebridge Financial
Houston,
Texas
|
–
|
-$15.3M
|
-345,255
|
Closed
|
|
|
697
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
–
|
-$8.74M
|
-197,500
|
Closed
|
|
|
698
|
Abacus FCF Advisors
Orlando,
Florida
|
–
|
-$7.77M
|
-175,422
|
Closed
|
|
|
699
|
Capital Impact Advisors
Boston,
Massachusetts
|
–
|
-$5.62M
|
-126,871
|
Closed
|
|
|
700
|
Left Brain Wealth Management
Naperville,
Illinois
|
–
|
-$4.91M
|
-110,823
|
Closed
|
|
