|
501
|
CVA Family Office
Denver,
Colorado
|
$884
|
+$266
|
+5
|
+45%
|
|
|
502
|
Albion Financial Group
Salt Lake City,
Utah
|
$830
|
–
|
–
|
–
|
|
|
503
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$830
|
–
|
–
|
–
|
|
|
504
|
Private Trust Company
Cleveland,
Ohio
|
$774
|
-$4.41K
|
-83
|
-86%
|
|
|
505
|
Center for Financial Planning
Southfied,
Michigan
|
$774
|
–
|
–
|
–
|
|
|
506
|
MCF Advisors
Covington,
Kentucky
|
$774
|
–
|
–
|
–
|
|
|
507
|
Clearstead Advisors
Cleveland,
Ohio
|
$664
|
+$637
|
+12
|
New
|
|
|
508
|
North Star Investment Management
Chicago,
Illinois
|
$663
|
–
|
–
|
–
|
|
|
509
|
Arax Advisory Partners
Denver,
Colorado
|
$608
|
–
|
–
|
–
|
|
|
510
|
Delos Wealth Advisors
Dallas,
Texas
|
$498
|
–
|
–
|
–
|
|
|
511
|
Robbins Farley
Bedford,
New Hampshire
|
$443
|
+$425
|
+8
|
New
|
|
|
512
|
Focused Wealth Management
Newburgh,
New York
|
$396
|
–
|
–
|
–
|
|
|
513
|
Baker Avenue Asset Management
San Francisco,
California
|
$387
|
–
|
–
|
–
|
|
|
514
|
USA Financial Formulas
Ada,
Michigan
|
$387
|
+$372
|
+7
|
New
|
|
|
515
|
True Wealth Design
Akron,
Ohio
|
$332
|
–
|
–
|
–
|
|
|
516
|
Kelly Lawrence W & Associates
Pasadens,
California
|
$276
|
–
|
–
|
–
|
|
|
517
|
SOA Wealth Advisors
New York
|
$113
|
–
|
–
|
–
|
|
|
518
|
Cambridge Trust
Cambridge,
Massachusetts
|
$111
|
–
|
–
|
–
|
|
|
519
|
Hollencrest Capital Management
Newport Beach,
California
|
$111
|
–
|
–
|
–
|
|
|
520
|
TFO Wealth Partners
Maumee,
Ohio
|
$111
|
+$53
|
+1
|
+100%
|
|
|
521
|
Abound Wealth Management
Franklin,
Tennessee
|
$111
|
+$106
|
+2
|
New
|
|
|
522
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$110
|
-$2.92K
|
-55
|
-96%
|
|
|
523
|
Kelly Financial Services
Braintree,
Massachusetts
|
$55
|
–
|
–
|
–
|
|
|
524
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$55
|
–
|
–
|
–
|
|
|
525
|
Voloridge Investment Management
Jupiter,
Florida
|
–
|
-$19.9M
|
-443,289
|
Closed
|
|
