|
301
|
Baystate Wealth Management
Boston,
Massachusetts
|
$1K
|
–
|
–
|
–
|
|
|
302
|
Capital Bank & Trust
Irvine,
California
|
$1K
|
–
|
–
|
–
|
|
|
303
|
EARNEST Partners
Atlanta,
Georgia
|
$1K
|
–
|
–
|
–
|
|
|
304
|
Glassman Wealth Services
Vienna,
Virginia
|
$1K
|
–
|
–
|
–
|
|
|
305
|
LifePlan Financial Group
Dayton,
Ohio
|
$1K
|
–
|
–
|
–
|
|
|
306
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
307
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$1K
|
–
|
–
|
–
|
|
|
308
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$1K
|
–
|
–
|
–
|
|
|
309
|
Strategic Wealth Partners
Independence,
Ohio
|
$1K
|
–
|
–
|
–
|
|
|
310
|
TD Capital Management
Memphis,
Tennessee
|
$1K
|
–
|
–
|
–
|
|
|
311
|
Larson Financial Group
St Louis,
Missouri
|
$1K
|
+$612
|
+39
|
New
|
|
|
312
|
Acima Private Wealth
Richmond,
Virginia
|
$1K
|
+$644
|
+41
|
New
|
|
|
313
|
|
$1K
|
+$644
|
+41
|
New
|
|
|
314
|
Cornerstone Advisors (Washington)
Bellevue,
Washington
|
$1K
|
+$738
|
+47
|
New
|
|
|
315
|
Claro Advisors
Boston,
Massachusetts
|
$1K
|
+$973
|
+62
|
New
|
|
|
316
|
Clarfeld Financial Advisors
Tarrytown,
New York
|
$1K
|
+$1.02K
|
+65
|
New
|
|
|
317
|
PRW Wealth Management
Quincy,
Massachusetts
|
$1K
|
+$1.02K
|
+65
|
New
|
|
|
318
|
MGO One Seven
Beachwood,
Ohio
|
$1K
|
+$1.41K
|
+90
|
New
|
|
|
319
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$1K
|
+$1.87K
|
+119
|
New
|
|
|
320
|
Schroder Investment Management Group
London,
United Kingdom
|
$799
|
-$133K
|
-8,493
|
-13%
|
|
|
321
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$392
|
–
|
–
|
–
|
|
|
322
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$392
|
–
|
–
|
–
|
|
|
323
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$20
|
-$83.1K
|
-5,294
|
-78%
|
|
|
324
|
Darrell & King
Charlottesville,
Virginia
|
–
|
-$30.4M
|
-1,746,103
|
Closed
|
|
|
325
|
Westfield Capital Management
Boston,
Massachusetts
|
–
|
-$23.8M
|
-1,365,547
|
Closed
|
|
