|
526
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$4K
|
+$3K
|
+53
|
New
|
|
|
527
|
Concord Wealth Partners
Abingdon,
Virginia
|
$4K
|
+$3.9K
|
+69
|
New
|
|
|
528
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$3K
|
-$15.7K
|
-277
|
-85%
|
|
|
529
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$3K
|
–
|
–
|
–
|
|
|
530
|
Baystate Wealth Management
Boston,
Massachusetts
|
$3K
|
–
|
–
|
–
|
|
|
531
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3K
|
–
|
–
|
–
|
|
|
532
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$3K
|
–
|
–
|
–
|
|
|
533
|
Howe & Rusling
Rochester,
New York
|
$3K
|
+$622
|
+11
|
+30%
|
|
|
534
|
Versant Capital Management
Phoenix,
Arizona
|
$3K
|
+$1.64K
|
+29
|
+132%
|
|
|
535
|
Sutton Wealth Advisors
Tampa,
Florida
|
$2.61K
|
-$3.56K
|
-63
|
-59%
|
|
|
536
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$2K
|
-$565
|
-10
|
-24%
|
|
|
537
|
Global Retirement Partners
San Rafael,
California
|
$2K
|
–
|
–
|
–
|
|
|
538
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$2K
|
–
|
–
|
–
|
|
|
539
|
Standard Family Office
Sioux Falls,
South Dakota
|
$2K
|
+$1.64K
|
+29
|
New
|
|
|
540
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$2K
|
+$1.92K
|
+34
|
New
|
|
|
541
|
Raffa Wealth Management
Washington,
District of Columbia
|
$1.9K
|
–
|
–
|
–
|
|
|
542
|
TCI Wealth Advisors
Tucson,
Arizona
|
$1K
|
-$791
|
-14
|
-61%
|
|
|
543
|
Evoke Wealth
Los Angeles,
California
|
$1K
|
-$170
|
-3
|
-16%
|
|
|
544
|
Column Capital Advisors
Indianapolis,
Indiana
|
$1K
|
–
|
–
|
–
|
|
|
545
|
Private Capital Group
West Hartford,
Connecticut
|
$1K
|
–
|
–
|
–
|
|
|
546
|
Edge Wealth Management
New York
|
$1K
|
+$226
|
+4
|
New
|
|
|
547
|
Old North State Trust
Greensboro,
North Carolina
|
$1K
|
+$1.13K
|
+20
|
New
|
|
|
548
|
Capital Research Global Investors
Los Angeles,
California
|
–
|
-$198M
|
-3,855,199
|
Closed
|
|
|
549
|
Voloridge Investment Management
Jupiter,
Florida
|
–
|
-$44.6M
|
-868,101
|
Closed
|
|
|
550
|
Jupiter Asset Management
London,
United Kingdom
|
–
|
-$18.2M
|
-355,209
|
Closed
|
|
