|
201
|
Raffa Wealth Management
Washington,
District of Columbia
|
$1.25K
|
–
|
–
|
–
|
|
|
202
|
MAI Capital Management
Independence,
Ohio
|
$1.15K
|
+$1.35K
|
+35
|
New
|
|
|
203
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$1.12K
|
+$1.31K
|
+34
|
New
|
|
|
204
|
Financial Management Professionals
Austin,
Texas
|
$1.08K
|
-$77
|
-2
|
-6%
|
|
|
205
|
Abound Wealth Management
Franklin,
Tennessee
|
$987
|
-$232
|
-6
|
-17%
|
|
|
206
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$740
|
–
|
–
|
–
|
|
|
207
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$527
|
+$619
|
+16
|
New
|
|
|
208
|
NBC Securities
Birmingham,
Alabama
|
$210
|
-$247K
|
-6,388
|
-100%
|
|
|
209
|
|
$164
|
+$193
|
+5
|
New
|
|
|
210
|
SBI Securities
Tokyo,
Japan
|
$99
|
+$116
|
+3
|
New
|
|
|
211
|
Orbis Allan Gray
Hamilton,
Bermuda
|
–
|
-$12.2M
|
-287,697
|
Closed
|
|
|
212
|
Cresset Asset Management
Chicago,
Illinois
|
–
|
-$941K
|
-22,213
|
Closed
|
|
|
213
|
First Trust Direct Indexing
Boston,
Massachusetts
|
–
|
-$932K
|
-21,997
|
Closed
|
|
|
214
|
Employees Retirement System of Texas
Austin,
Texas
|
–
|
-$657K
|
-15,505
|
Closed
|
|
|
215
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
–
|
-$636K
|
-14,998
|
Closed
|
|
|
216
|
|
–
|
-$409K
|
-9,654
|
Closed
|
|
|
217
|
Atria Investments
Charlotte,
North Carolina
|
–
|
-$258K
|
-6,092
|
Closed
|
|
|
218
|
BSW Wealth Partners
Boulder,
Colorado
|
–
|
-$246K
|
-5,801
|
Closed
|
|
|
219
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
–
|
-$237K
|
-5,603
|
Closed
|
|
|
220
|
Canopy Partners
Cincinnati,
Ohio
|
–
|
-$218K
|
-5,140
|
Closed
|
|
|
221
|
Drive Wealth Management
Lehi,
Utah
|
–
|
-$218K
|
-5,137
|
Closed
|
|
|
222
|
First Affirmative Financial Network
Colorado Springs,
Colorado
|
–
|
-$206K
|
-4,872
|
Closed
|
|
|
223
|
Allspring Global Investments
Charlotte,
North Carolina
|
–
|
-$130K
|
-3,079
|
Closed
|
|
|
224
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
–
|
-$126K
|
-2,971
|
Closed
|
|
|
225
|
GeoWealth Management
Chicago,
Illinois
|
–
|
-$83.9K
|
-1,981
|
Closed
|
|
