|
326
|
Clearstead Trust
Portland,
Maine
|
$716
|
–
|
–
|
–
|
|
|
327
|
LRI Investments
Palm Beach Gardens,
Florida
|
$715
|
–
|
–
|
–
|
|
|
328
|
Bruce G. Allen Investments
Denver,
Colorado
|
$715
|
+$784
|
+21
|
New
|
|
|
329
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$579
|
+$634
|
+17
|
New
|
|
|
330
|
Raffa Wealth Management
Washington,
District of Columbia
|
$545
|
+$485
|
+13
|
+433%
|
|
|
331
|
Retirement Wealth Solutions
Marshfield,
Wisconsin
|
$512
|
+$560
|
+15
|
New
|
|
|
332
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$511
|
–
|
–
|
–
|
|
|
333
|
Swan Capital
Pensacola,
Florida
|
$511
|
–
|
–
|
–
|
|
|
334
|
CoreCap Advisors
Southfield,
Michigan
|
$443
|
–
|
–
|
–
|
|
|
335
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$443
|
+$485
|
+13
|
New
|
|
|
336
|
DecisionPoint Financial
Mesa,
Arizona
|
$376
|
–
|
–
|
–
|
|
|
337
|
Cromwell Holdings
Jackson,
Wyoming
|
$341
|
–
|
–
|
–
|
|
|
338
|
AssetMark Inc
Concord,
California
|
$307
|
–
|
–
|
–
|
|
|
339
|
Asset Planning Inc
Cypress,
California
|
$307
|
–
|
–
|
–
|
|
|
340
|
Bear Mountain Capital
Seattle,
Washington
|
$306
|
+$336
|
+9
|
New
|
|
|
341
|
Tradewinds Capital Management
Bellingham,
Washington
|
$273
|
–
|
–
|
–
|
|
|
342
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$273
|
+$298
|
+8
|
New
|
|
|
343
|
IFP Advisors
Tampa,
Florida
|
$204
|
+$224
|
+6
|
New
|
|
|
344
|
Clearstead Advisors
Cleveland,
Ohio
|
$171
|
-$149
|
-4
|
-44%
|
|
|
345
|
Binnacle Investments
Urbandale,
Iowa
|
$136
|
+$149
|
+4
|
New
|
|
|
346
|
Abound Wealth Management
Franklin,
Tennessee
|
$103
|
–
|
–
|
–
|
|
|
347
|
MV Capital Management
Bethesda,
Maryland
|
$35
|
–
|
–
|
–
|
|
|
348
|
ArrowMark Colorado Holdings
Denver,
Colorado
|
–
|
-$43.5M
|
-1,166,049
|
Closed
|
|
|
349
|
|
–
|
-$31M
|
-830,883
|
Closed
|
|
|
350
|
Northern Right Capital Management
Darien,
Connecticut
|
–
|
-$21.2M
|
-568,409
|
Closed
|
|
