|
176
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$2.1K
|
–
|
–
|
–
|
|
|
177
|
Avion Wealth
The Woodlands,
Texas
|
$2K
|
–
|
–
|
–
|
|
|
178
|
Steward Partners Investment Advisory
New York
|
$1.95K
|
+$528
|
+19
|
+39%
|
|
|
179
|
Caitlin John
Brighton,
Michigan
|
$1.61K
|
–
|
–
|
–
|
|
|
180
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$1.38K
|
-$2.7K
|
-97
|
-67%
|
|
|
181
|
TD Private Client Wealth
New York
|
$1.32K
|
–
|
–
|
–
|
|
|
182
|
Keating Financial Advisory Services
Manhattan,
Kansas
|
$1.03K
|
–
|
–
|
–
|
|
|
183
|
Rockefeller Capital Management
New York
|
$1K
|
-$334
|
-12
|
-26%
|
|
|
184
|
Harbour Investments
Madison,
Wisconsin
|
$1K
|
–
|
–
|
–
|
|
|
185
|
Global Retirement Partners
San Rafael,
California
|
$832
|
+$806
|
+29
|
New
|
|
|
186
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$789
|
+$778
|
+28
|
New
|
|
|
187
|
SJS Investment Consulting
Sylvania,
Ohio
|
$718
|
+$695
|
+25
|
New
|
|
|
188
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$717
|
–
|
–
|
–
|
|
|
189
|
Silicon Valley Capital Partners
San Jose,
California
|
$631
|
–
|
–
|
–
|
|
|
190
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$631
|
+$612
|
+22
|
New
|
|
|
191
|
Cornerstone Financial Management
Burlington,
Massachusetts
|
$488
|
+$473
|
+17
|
New
|
|
|
192
|
Investors Portfolio Services
Puyallup,
Washington
|
$402
|
–
|
–
|
–
|
|
|
193
|
True Wealth Design
Akron,
Ohio
|
$402
|
–
|
–
|
–
|
|
|
194
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$344
|
+$334
|
+12
|
New
|
|
|
195
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$259
|
+$250
|
+9
|
New
|
|
|
196
|
Ankerstar Wealth
Leander,
Texas
|
$258
|
–
|
–
|
–
|
|
|
197
|
Gilpin Wealth Management
Denver,
Colorado
|
$201
|
+$56
|
+2
|
+40%
|
|
|
198
|
Clearstead Advisors
Cleveland,
Ohio
|
$87
|
+$83
|
+3
|
New
|
|
|
199
|
Davis Capital Management
Jacksonville,
Florida
|
$86
|
+$83
|
+3
|
New
|
|
|
200
|
Quinn Opportunity Partners
Charlottesville,
Virginia
|
–
|
-$11.8M
|
-633,316
|
Closed
|
|
