|
351
|
MAI Capital Management
Independence,
Ohio
|
$8.45K
|
+$8.8K
|
+149
|
New
|
|
|
352
|
|
$8.05K
|
+$8.39K
|
+142
|
New
|
|
|
353
|
D.J. St. Germain
Springfield,
Massachusetts
|
$7.94K
|
–
|
–
|
–
|
|
|
354
|
McIlrath & Eck
Arlington,
Washington
|
$6.24K
|
–
|
–
|
–
|
|
|
355
|
Whittier Trust
South Pasadena,
California
|
$4.54K
|
+$4.73K
|
+80
|
New
|
|
|
356
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$3.97K
|
+$118
|
+2
|
+3%
|
|
|
357
|
AE Wealth Management
Topeka,
Kansas
|
$3.69K
|
+$3.84K
|
+65
|
New
|
|
|
358
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$1.93K
|
+$2.01K
|
+34
|
New
|
|
|
359
|
Curio Wealth
Annapolis,
Maryland
|
$1.42K
|
+$1.48K
|
+25
|
New
|
|
|
360
|
Rice Partnership
Honolulu,
Hawaii
|
$1.19K
|
–
|
–
|
–
|
|
|
361
|
Wells Fargo
San Francisco,
California
|
$34
|
–
|
–
|
–
|
|
|
362
|
Marquette Associates
Chicago,
Illinois
|
–
|
-$11.9M
|
-193,000
|
Closed
|
|
|
363
|
|
–
|
-$3.07M
|
-49,839
|
Closed
|
|
|
364
|
RFG Advisory
Birmingham,
Alabama
|
–
|
-$887K
|
-14,420
|
Closed
|
|
|
365
|
McClarren Financial Advisors
State College,
Pennsylvania
|
–
|
-$3.22M
|
-12,536
|
Closed
|
|
|
366
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
–
|
-$704K
|
-11,443
|
Closed
|
|
|
367
|
TFO Wealth Partners
Maumee,
Ohio
|
–
|
-$696K
|
-11,320
|
Closed
|
|
|
368
|
West Coast Financial
Santa Barbara,
California
|
–
|
-$400K
|
-6,509
|
Closed
|
|
|
369
|
Prudential Financial
Newark,
New Jersey
|
–
|
-$276K
|
-4,479
|
Closed
|
|
|
370
|
Kestra Advisory Services
Austin,
Texas
|
–
|
-$271K
|
-4,413
|
Closed
|
|
|
371
|
Rothschild & Co Wealth Management (UK)
London,
United Kingdom
|
–
|
-$267K
|
-4,342
|
Closed
|
|
|
372
|
Diversify Advisory Services
Sandy,
Utah
|
–
|
-$258K
|
-4,301
|
Closed
|
|
|
373
|
Fingerlakes Wealth Management
Ithaca,
New York
|
–
|
-$239K
|
-3,883
|
Closed
|
|
|
374
|
Millennium Management
New York
|
–
|
-$234K
|
-3,797
|
Closed
|
|
|
375
|
Zhang Financial
Portage,
Michigan
|
–
|
-$222K
|
-3,605
|
Closed
|
|
