|
376
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$2.55K
|
+$2.46K
|
+63
|
New
|
|
|
377
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
$1.62K
|
+$1.56K
|
+40
|
New
|
|
|
378
|
Boyd Watterson Asset Management
Cleveland,
Ohio
|
$1.62K
|
–
|
–
|
–
|
|
|
379
|
Blue Trust Inc
Alpharetta,
Georgia
|
$1.42K
|
–
|
–
|
–
|
|
|
380
|
Highline Wealth Partners
Sherman Oaks,
California
|
$1.26K
|
–
|
–
|
–
|
|
|
381
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$1.22K
|
–
|
–
|
–
|
|
|
382
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$1.18K
|
–
|
–
|
–
|
|
|
383
|
Physician Wealth Advisors
Midvale,
Utah
|
$1.09K
|
–
|
–
|
–
|
|
|
384
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$932
|
–
|
–
|
–
|
|
|
385
|
Country Trust Bank
Bloomington,
Illinois
|
$811
|
–
|
–
|
–
|
|
|
386
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$807
|
+$779
|
+20
|
New
|
|
|
387
|
Cromwell Holdings
Jackson,
Wyoming
|
$771
|
–
|
–
|
–
|
|
|
388
|
|
$730
|
–
|
–
|
–
|
|
|
389
|
Raffa Wealth Management
Washington,
District of Columbia
|
$648
|
–
|
–
|
–
|
|
|
390
|
Evermay Wealth Management
Arlington,
Virginia
|
$608
|
–
|
–
|
–
|
|
|
391
|
Kilter Group
Rhinebeck,
New York
|
$608
|
–
|
–
|
–
|
|
|
392
|
Rialto Wealth Management
Syracuse,
New York
|
$608
|
–
|
–
|
–
|
|
|
393
|
Advisornet Financial
Minnetonka,
Minnesota
|
$446
|
–
|
–
|
–
|
|
|
394
|
Golden State Wealth Management
Santa Ana,
California
|
$446
|
+$429
|
+11
|
New
|
|
|
395
|
Financial Management Professionals
Austin,
Texas
|
$324
|
+$312
|
+8
|
New
|
|
|
396
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$283
|
+$273
|
+7
|
New
|
|
|
397
|
Harbour Investments
Madison,
Wisconsin
|
$243
|
–
|
–
|
–
|
|
|
398
|
Clearstead Trust
Portland,
Maine
|
$163
|
–
|
–
|
–
|
|
|
399
|
Activest Wealth Management
Aventure,
Florida
|
$41
|
–
|
–
|
–
|
|
|
400
|
|
–
|
-$665M
|
-17,392,630
|
Closed
|
|
