|
401
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$16K
|
+$14.8K
|
+103
|
New
|
|
|
402
|
Proficio Capital Partners
Newton,
Massachusetts
|
$15K
|
+$4.31K
|
+30
|
+48%
|
|
|
403
|
Geneos Wealth Management
Englewood,
Colorado
|
$15K
|
+$14.4K
|
+100
|
New
|
|
|
404
|
AssetMark Inc
Concord,
California
|
$13K
|
–
|
–
|
–
|
|
|
405
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$13K
|
+$11.6K
|
+81
|
New
|
|
|
406
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$11K
|
+$10K
|
+70
|
New
|
|
|
407
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$11K
|
-$861
|
-6
|
-8%
|
|
|
408
|
Optimum Investment Advisors
Chicago,
Illinois
|
$8K
|
–
|
–
|
–
|
|
|
409
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$6K
|
-$5.17K
|
-36
|
-43%
|
|
|
410
|
Versant Capital Management
Phoenix,
Arizona
|
$6K
|
–
|
–
|
–
|
|
|
411
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$6K
|
+$1K
|
+7
|
+23%
|
|
|
412
|
Avantax Planning Partners
Dubuque,
Iowa
|
$6K
|
+$5.6K
|
+39
|
New
|
|
|
413
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$5K
|
+$4.31K
|
+30
|
New
|
|
|
414
|
Valeo Financial Advisors
Carmel,
Indiana
|
$4K
|
-$29.7K
|
-207
|
-87%
|
|
|
415
|
C-J Advisory
San Jose,
California
|
$4K
|
-$861
|
-6
|
-21%
|
|
|
416
|
City Holding Co
Charleston,
West Virginia
|
$4K
|
–
|
–
|
–
|
|
|
417
|
Gemmer Asset Management
Walnut Creek,
California
|
$4K
|
–
|
–
|
–
|
|
|
418
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$4K
|
+$2.58K
|
+18
|
+225%
|
|
|
419
|
Creative Financial Designs
Kokomo,
Indiana
|
$3K
|
–
|
–
|
–
|
|
|
420
|
EARNEST Partners
Atlanta,
Georgia
|
$3K
|
–
|
–
|
–
|
|
|
421
|
TCI Wealth Advisors
Tucson,
Arizona
|
$3K
|
+$718
|
+5
|
+45%
|
|
|
422
|
Bessemer Group
Woodbridge,
New Jersey
|
$3K
|
+$3.01K
|
+21
|
New
|
|
|
423
|
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
$2K
|
-$6.29M
|
-43,852
|
-100%
|
|
|
424
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$2K
|
–
|
–
|
–
|
|
|
425
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$2K
|
–
|
–
|
–
|
|
