|
351
|
Turning Point Benefit Group
Frederick,
Maryland
|
$1.04K
|
+$1.01K
|
+29
|
New
|
|
|
352
|
SJS Investment Consulting
Sylvania,
Ohio
|
$1.01K
|
–
|
–
|
–
|
|
|
353
|
WealthCollab
Bellevue,
Washington
|
$1.01K
|
–
|
–
|
–
|
|
|
354
|
Avion Wealth
The Woodlands,
Texas
|
$1K
|
–
|
–
|
–
|
|
|
355
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$936
|
–
|
–
|
–
|
|
|
356
|
Rialto Wealth Management
Syracuse,
New York
|
$792
|
+$209
|
+6
|
+38%
|
|
|
357
|
Rossby Financial
Melbourne,
Florida
|
$792
|
+$209
|
+6
|
+38%
|
|
|
358
|
Ankerstar Wealth
Leander,
Texas
|
$792
|
+$768
|
+22
|
New
|
|
|
359
|
Geneos Wealth Management
Englewood,
Colorado
|
$684
|
–
|
–
|
–
|
|
|
360
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$647
|
+$314
|
+9
|
+100%
|
|
|
361
|
Hughes Financial Services
Herndon,
Virginia
|
$612
|
+$35
|
+1
|
+6%
|
|
|
362
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$593
|
+$559
|
+16
|
+800%
|
|
|
363
|
CVA Family Office
Denver,
Colorado
|
$576
|
–
|
–
|
–
|
|
|
364
|
Cornerstone Financial Management
Burlington,
Massachusetts
|
$576
|
+$559
|
+16
|
New
|
|
|
365
|
Bayforest Capital
London,
United Kingdom
|
$540
|
+$524
|
+15
|
New
|
|
|
366
|
Abound Wealth Management
Franklin,
Tennessee
|
$432
|
–
|
–
|
–
|
|
|
367
|
International Assets Investment Management
Orlando,
Florida
|
$432
|
+$419
|
+12
|
New
|
|
|
368
|
Highline Wealth Partners
Sherman Oaks,
California
|
$360
|
–
|
–
|
–
|
|
|
369
|
HFM Investment Advisors
Glassboro,
New Jersey
|
$288
|
–
|
–
|
–
|
|
|
370
|
West Branch Capital
Amherst,
Massachusetts
|
$252
|
–
|
–
|
–
|
|
|
371
|
Eastern Bank
Boston,
Massachusetts
|
$216
|
+$209
|
+6
|
New
|
|
|
372
|
Central Trust Company
Jefferson City,
Missouri
|
$137
|
+$140
|
+4
|
New
|
|
|
373
|
Larson Financial Group
St Louis,
Missouri
|
$136
|
–
|
–
|
–
|
|
|
374
|
Dunhill Financial
London,
United Kingdom
|
$107
|
+$105
|
+3
|
New
|
|
|
375
|
Capital International Investors
Los Angeles,
California
|
–
|
-$34.8M
|
-961,287
|
Closed
|
|
