|
401
|
Winch Advisory Services
Appleton,
Wisconsin
|
$18K
|
-$4.75M
|
-64,802
|
-100%
|
|
|
402
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$16K
|
+$9.53K
|
+130
|
+140%
|
|
|
403
|
North Star Investment Management
Chicago,
Illinois
|
$15K
|
+$14.7K
|
+200
|
New
|
|
|
404
|
WhitTier Trust Company
Reno,
Nevada
|
$13K
|
–
|
–
|
–
|
|
|
405
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$11.5K
|
–
|
–
|
–
|
|
|
406
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$11.1K
|
–
|
–
|
–
|
|
|
407
|
Avior Wealth Management
Omaha,
Nebraska
|
$11K
|
-$73
|
-1
|
-0.7%
|
|
|
408
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$11K
|
–
|
–
|
–
|
|
|
409
|
First Horizon Advisors
Memphis,
Tennessee
|
$7K
|
–
|
–
|
–
|
|
|
410
|
Secrest Blakey & Associates
Raleigh,
North Carolina
|
$7K
|
–
|
–
|
–
|
|
|
411
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$6K
|
+$5.57K
|
+76
|
New
|
|
|
412
|
Focused Wealth Management
Newburgh,
New York
|
$4K
|
–
|
–
|
–
|
|
|
413
|
CX Institutional
Auburn,
Indiana
|
$3K
|
-$1.03K
|
-14
|
-25%
|
|
|
414
|
LifePlan Financial Group
Dayton,
Ohio
|
$3K
|
–
|
–
|
–
|
|
|
415
|
Gemmer Asset Management
Walnut Creek,
California
|
$3K
|
+$2.86K
|
+39
|
New
|
|
|
416
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$2K
|
-$18.3K
|
-250
|
-89%
|
|
|
417
|
Gradient Investments
Arden Hills,
Minnesota
|
$2K
|
–
|
–
|
–
|
|
|
418
|
Howe & Rusling
Rochester,
New York
|
$2K
|
–
|
–
|
–
|
|
|
419
|
Clear Investment Research
Alpharetta,
Georgia
|
$2K
|
+$73
|
+1
|
+3%
|
|
|
420
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$1K
|
–
|
–
|
–
|
|
|
421
|
Royal Fund Management
Lady Lake,
Florida
|
$1K
|
+$1.03K
|
+14
|
New
|
|
|
422
|
Strategic Blueprint
Atlanta,
Georgia
|
$1K
|
+$1.47K
|
+20
|
New
|
|
|
423
|
Strategic Wealth Partners
Independence,
Ohio
|
$7
|
–
|
–
|
–
|
|
|
424
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
–
|
-$77.4M
|
-1,050,000
|
Closed
|
|
|
425
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
–
|
-$54M
|
-733,280
|
Closed
|
|
