|
401
|
Litman Gregory Wealth Management
Larkspur,
California
|
$3K
|
+$2.7K
|
+116
|
New
|
|
|
402
|
Vigilant Capital Management
Portland,
Maine
|
$3K
|
+$3.03K
|
+130
|
New
|
|
|
403
|
Stearns Financial Services Group
Greensboro,
North Carolina
|
$2K
|
-$4.19K
|
-180
|
-67%
|
|
|
404
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$2K
|
–
|
–
|
–
|
|
|
405
|
Focused Wealth Management
Newburgh,
New York
|
$2K
|
–
|
–
|
–
|
|
|
406
|
Selective Wealth Management
Forest,
Virginia
|
$2K
|
+$47
|
+2
|
+2%
|
|
|
407
|
Independence Advisors
Wayne,
Pennsylvania
|
$2K
|
+$1.58K
|
+68
|
New
|
|
|
408
|
Howe & Rusling
Rochester,
New York
|
$1K
|
-$6.06K
|
-260
|
-92%
|
|
|
409
|
Whittier Trust
South Pasadena,
California
|
$1K
|
-$1.4K
|
-60
|
-64%
|
|
|
410
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$1K
|
-$559
|
-24
|
-50%
|
|
|
411
|
Arax Advisory Partners
Denver,
Colorado
|
$1K
|
–
|
–
|
–
|
|
|
412
|
Financial Management Professionals
Austin,
Texas
|
$1K
|
–
|
–
|
–
|
|
|
413
|
Legacy Bridge
West Des Moines,
Iowa
|
$1K
|
–
|
–
|
–
|
|
|
414
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$1K
|
–
|
–
|
–
|
|
|
415
|
Tarbox Family Office
Newport Beach,
California
|
$1K
|
+$47
|
+2
|
+4%
|
|
|
416
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$1K
|
+$186
|
+8
|
+57%
|
|
|
417
|
AlphaCore Capital
La Jolla,
California
|
$1K
|
+$513
|
+22
|
New
|
|
|
418
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$1K
|
+$792
|
+34
|
New
|
|
|
419
|
Townsend Asset Management
Raleigh,
North Carolina
|
$1K
|
+$792
|
+34
|
New
|
|
|
420
|
Lindbrook Capital
Calabasas,
California
|
$1K
|
+$1.17K
|
+50
|
New
|
|
|
421
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$689
|
–
|
–
|
–
|
|
|
422
|
Wealth Quarterback
Toms River,
New Jersey
|
$372
|
+$373
|
+16
|
New
|
|
|
423
|
Kelly Financial Services
Braintree,
Massachusetts
|
$281
|
–
|
–
|
–
|
|
|
424
|
Silicon Hills Wealth Management
Austin,
Texas
|
$25
|
+$47
|
+2
|
New
|
|
|
425
|
M&T Bank
Buffalo,
New York
|
–
|
-$26.6M
|
-1,127,428
|
Closed
|
|
