|
426
|
Asset Dedication LLC
San Francisco,
California
|
$338
|
–
|
–
|
–
|
|
|
427
|
Creative Financial Designs
Kokomo,
Indiana
|
$337
|
–
|
–
|
–
|
|
|
428
|
Elevated Capital Advisors
Sandy,
Utah
|
$303
|
–
|
–
|
–
|
|
|
429
|
TD Capital Management
Memphis,
Tennessee
|
$303
|
–
|
–
|
–
|
|
|
430
|
Napier Financial
Braintree,
Massachusetts
|
$303
|
+$321
|
+9
|
New
|
|
|
431
|
Holos Integrated Wealth
Kennett Square,
Pennsylvania
|
$280
|
–
|
–
|
–
|
|
|
432
|
Abound Wealth Management
Franklin,
Tennessee
|
$270
|
–
|
–
|
–
|
|
|
433
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$270
|
–
|
–
|
–
|
|
|
434
|
Rachor Investment Advisory Services
Linden,
Michigan
|
$270
|
–
|
–
|
–
|
|
|
435
|
HM Payson & Co
Portland,
Maine
|
$236
|
–
|
–
|
–
|
|
|
436
|
Vermillion Wealth Management
Rosemount,
Minnesota
|
$236
|
+$250
|
+7
|
New
|
|
|
437
|
Essential Partners
Rancho Santa Fe,
California
|
$202
|
–
|
–
|
–
|
|
|
438
|
McIlrath & Eck
Arlington,
Washington
|
$202
|
–
|
–
|
–
|
|
|
439
|
Tompkins Financial
Ithaca,
New York
|
$202
|
–
|
–
|
–
|
|
|
440
|
|
$169
|
–
|
–
|
–
|
|
|
441
|
Matthew Hamilton Rosenberg
|
$169
|
–
|
–
|
–
|
|
|
442
|
Curio Wealth
Annapolis,
Maryland
|
$169
|
+$179
|
+5
|
New
|
|
|
443
|
GHP Investment Advisors
Denver,
Colorado
|
$169
|
+$179
|
+5
|
New
|
|
|
444
|
Raffa Wealth Management
Washington,
District of Columbia
|
$169
|
+$179
|
+5
|
New
|
|
|
445
|
Dunhill Financial
London,
United Kingdom
|
$115
|
–
|
–
|
–
|
|
|
446
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$81
|
–
|
–
|
–
|
|
|
447
|
Fairman Group
Chesterbrook,
Pennsylvania
|
$34
|
–
|
–
|
–
|
|
|
448
|
Financial Freedom LLC
Cincinnati,
Ohio
|
$34
|
–
|
–
|
–
|
|
|
449
|
Sachem Head Capital Management
New York
|
–
|
-$57.1M
|
-1,625,000
|
Closed
|
|
|
450
|
|
–
|
-$56.1M
|
-1,596,217
|
Closed
|
|
