|
401
|
Financial Management Professionals
Austin,
Texas
|
$1K
|
–
|
–
|
–
|
|
|
402
|
Kelly Financial Services
Braintree,
Massachusetts
|
$986
|
+$937
|
+13
|
New
|
|
|
403
|
Center for Financial Planning
Southfied,
Michigan
|
$984
|
+$937
|
+13
|
New
|
|
|
404
|
Retirement Group
San Diego,
California
|
$983
|
–
|
–
|
–
|
|
|
405
|
Duncker Streett & Co
St. Louis,
Missouri
|
$529
|
+$504
|
+7
|
New
|
|
|
406
|
CVA Family Office
Denver,
Colorado
|
$378
|
–
|
–
|
–
|
|
|
407
|
Mather Group
Chicago,
Illinois
|
$378
|
+$360
|
+5
|
New
|
|
|
408
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$302
|
–
|
–
|
–
|
|
|
409
|
Robbins Farley
Bedford,
New Hampshire
|
$76
|
+$72
|
+1
|
New
|
|
|
410
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$15.9M
|
-220,460
|
Closed
|
|
|
411
|
|
–
|
-$7.39M
|
-102,491
|
Closed
|
|
|
412
|
Aveo Capital Partners
Englewood,
Colorado
|
–
|
-$3.39M
|
-46,998
|
Closed
|
|
|
413
|
FourThought Financial Partners
Venice,
Florida
|
–
|
-$1.54M
|
-21,331
|
Closed
|
|
|
414
|
Moran Wealth Management
Naples,
Florida
|
–
|
-$1.2M
|
-16,644
|
Closed
|
|
|
415
|
Trexquant Investment
Stamford,
Connecticut
|
–
|
-$743K
|
-10,306
|
Closed
|
|
|
416
|
Wealthquest
Cincinnati,
Ohio
|
–
|
-$742K
|
-10,293
|
Closed
|
|
|
417
|
Credit Suisse
Zurich,
Switzerland
|
–
|
-$629K
|
-8,730
|
Closed
|
|
|
418
|
Vantage Investment Partners
Kansas City,
Missouri
|
–
|
-$572K
|
-7,938
|
Closed
|
|
|
419
|
Triasima Portfolio Management
Montreal,
Quebec, Canada
|
–
|
-$505K
|
-7,000
|
Closed
|
|
|
420
|
Summit Trail Advisors
New York
|
–
|
-$385K
|
-5,341
|
Closed
|
|
|
421
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
–
|
-$341K
|
-4,751
|
Closed
|
|
|
422
|
Belpointe Asset Management
Reno,
Nevada
|
–
|
-$336K
|
-4,666
|
Closed
|
|
|
423
|
|
–
|
-$330K
|
-4,575
|
Closed
|
|
|
424
|
1ST Source Bank
South Bend,
Indiana
|
–
|
-$324K
|
-4,491
|
Closed
|
|
|
425
|
Charles Schwab
San Francisco,
California
|
–
|
-$295K
|
-4,094
|
Closed
|
|
