|
526
|
Avion Wealth
The Woodlands,
Texas
|
$1K
|
–
|
–
|
–
|
|
|
527
|
Raffa Wealth Management
Washington,
District of Columbia
|
$869
|
–
|
–
|
–
|
|
|
528
|
Rialto Wealth Management
Syracuse,
New York
|
$869
|
+$145
|
+1
|
+20%
|
|
|
529
|
Valued Wealth Advisors
Holladay,
Utah
|
$726
|
–
|
–
|
–
|
|
|
530
|
SouthState Corp
Winter Haven,
Florida
|
$725
|
-$579
|
-4
|
-44%
|
|
|
531
|
Sachetta
Lynnfield,
Massachusetts
|
$725
|
–
|
–
|
–
|
|
|
532
|
CVA Family Office
Denver,
Colorado
|
$724
|
–
|
–
|
–
|
|
|
533
|
Cornerstone Financial Management
Burlington,
Massachusetts
|
$724
|
+$724
|
+5
|
New
|
|
|
534
|
Physician Wealth Advisors
Midvale,
Utah
|
$580
|
+$579
|
+4
|
New
|
|
|
535
|
Bare Financial Services
Gap,
Pennsylvania
|
$579
|
–
|
–
|
–
|
|
|
536
|
DecisionPoint Financial
Mesa,
Arizona
|
$435
|
–
|
–
|
–
|
|
|
537
|
HFM Investment Advisors
Glassboro,
New Jersey
|
$435
|
–
|
–
|
–
|
|
|
538
|
Financial Management Professionals
Austin,
Texas
|
$434
|
–
|
–
|
–
|
|
|
539
|
USA Financial Formulas
Ada,
Michigan
|
$434
|
+$434
|
+3
|
New
|
|
|
540
|
MV Capital Management
Bethesda,
Maryland
|
$290
|
–
|
–
|
–
|
|
|
541
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$290
|
–
|
–
|
–
|
|
|
542
|
United Financial Planning Group
Hauppauge,
New York
|
$290
|
+$290
|
+2
|
New
|
|
|
543
|
Dunhill Financial
London,
United Kingdom
|
$223
|
+$290
|
+2
|
New
|
|
|
544
|
TFC Financial Management
Boston,
Massachusetts
|
$145
|
–
|
–
|
–
|
|
|
545
|
Activest Wealth Management
Aventure,
Florida
|
$145
|
+$145
|
+1
|
New
|
|
|
546
|
IMA Advisory Services
Denver,
Colorado
|
$144
|
–
|
–
|
–
|
|
|
547
|
|
–
|
-$14.5M
|
-104,802
|
Closed
|
|
|
548
|
Zurich Cantonal Bank
Zurich,
Switzerland
|
–
|
-$10.5M
|
-72,609
|
Closed
|
|
|
549
|
Macquarie Group
Sydney, NSW 2000,
Australia
|
–
|
-$8.37M
|
-60,336
|
Closed
|
|
|
550
|
Capital World Investors
Los Angeles,
California
|
–
|
-$8.13M
|
-58,645
|
Closed
|
|
