|
301
|
Rothschild Investment LLC
Chicago,
Illinois
|
$7.72K
|
–
|
–
|
–
|
|
|
302
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$5.35K
|
-$22.9K
|
-500
|
-81%
|
|
|
303
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$4K
|
+$4.07K
|
+89
|
New
|
|
|
304
|
Strive Financial Group
Carmel,
Indiana
|
$3.75K
|
+$3.75K
|
+82
|
New
|
|
|
305
|
Optima Capital
Beaverton,
Oregon
|
$3.56K
|
+$3.57K
|
+78
|
New
|
|
|
306
|
Private Wealth Management Group
Princeton,
New Jersey
|
$3.2K
|
–
|
–
|
–
|
|
|
307
|
Missouri Trust & Investment Company
Springfield,
Missouri
|
$2.74K
|
–
|
–
|
–
|
|
|
308
|
Godfrey Financial Associates
Glenmont,
New York
|
$2.74K
|
+$2.74K
|
+60
|
New
|
|
|
309
|
North Ridge Wealth Advisors
Beaverton,
Oregon
|
$2.39K
|
-$137
|
-3
|
-5%
|
|
|
310
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$2.38K
|
–
|
–
|
–
|
|
|
311
|
Caldwell Trust
Venice,
Florida
|
$1.87K
|
–
|
–
|
–
|
|
|
312
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$1.83K
|
–
|
–
|
–
|
|
|
313
|
Reyes Financial Architecture
San Diego,
California
|
$1.65K
|
–
|
–
|
–
|
|
|
314
|
Innovative Advisory Group
Lexington,
Massachusetts
|
$1.42K
|
–
|
–
|
–
|
|
|
315
|
CoreCap Advisors
Southfield,
Michigan
|
$1.05K
|
–
|
–
|
–
|
|
|
316
|
Longview Asset Management (California)
San Rafael,
California
|
$960
|
+$960
|
+21
|
New
|
|
|
317
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$958
|
-$183
|
-4
|
-16%
|
|
|
318
|
Allspring Global Investments
Charlotte,
North Carolina
|
$838
|
+$823
|
+18
|
New
|
|
|
319
|
Compass Financial Services
West Des Moines,
Iowa
|
$515
|
–
|
–
|
–
|
|
|
320
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
$503
|
–
|
–
|
–
|
|
|
321
|
Russell Investments Group
London,
United Kingdom
|
$258
|
–
|
–
|
–
|
|
|
322
|
Networth Advisors
Canonsburg,
Pennsylvania
|
$229
|
+$229
|
+5
|
New
|
|
|
323
|
WealthCollab
Bellevue,
Washington
|
$92
|
–
|
–
|
–
|
|
|
324
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$46
|
+$46
|
+1
|
New
|
|
|
325
|
Wellington Management Group
Boston,
Massachusetts
|
–
|
-$39.6M
|
-870,000
|
Closed
|
|
