|
501
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$7K
|
–
|
–
|
–
|
|
|
502
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$7K
|
–
|
–
|
–
|
|
|
503
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$6K
|
–
|
–
|
–
|
|
|
504
|
Versant Capital Management
Phoenix,
Arizona
|
$6K
|
–
|
–
|
–
|
|
|
505
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$6K
|
+$5.73K
|
+100
|
New
|
|
|
506
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
$6K
|
+$5.73K
|
+100
|
New
|
|
|
507
|
Valeo Financial Advisors
Carmel,
Indiana
|
$6K
|
+$6.53K
|
+114
|
New
|
|
|
508
|
Proficio Capital Partners
Newton,
Massachusetts
|
$5K
|
+$401
|
+7
|
+9%
|
|
|
509
|
Isthmus Partners
Madison,
Wisconsin
|
$5K
|
+$5.27K
|
+92
|
New
|
|
|
510
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$4K
|
-$516
|
-9
|
-12%
|
|
|
511
|
MB Financial Bank - Trust Department
Rosemont,
Illinois
|
$4K
|
–
|
–
|
–
|
|
|
512
|
Tarbox Family Office
Newport Beach,
California
|
$4K
|
+$860
|
+15
|
+25%
|
|
|
513
|
Edge Advisors
Atlanta,
Georgia
|
$4K
|
+$3.9K
|
+68
|
+486%
|
|
|
514
|
CKW Financial Group
Honolulu,
Hawaii
|
$3K
|
–
|
–
|
–
|
|
|
515
|
Financial Management Professionals
Austin,
Texas
|
$3K
|
+$57
|
+1
|
+1%
|
|
|
516
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$2K
|
–
|
–
|
–
|
|
|
517
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$2K
|
–
|
–
|
–
|
|
|
518
|
Sutton Wealth Advisors
Tampa,
Florida
|
$1.14K
|
–
|
–
|
–
|
|
|
519
|
Global Retirement Partners
San Rafael,
California
|
$1K
|
-$573
|
-10
|
-29%
|
|
|
520
|
Glassman Wealth Services
Vienna,
Virginia
|
$1K
|
–
|
–
|
–
|
|
|
521
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$1K
|
–
|
–
|
–
|
|
|
522
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$1K
|
–
|
–
|
–
|
|
|
523
|
Next Financial Group
Houston,
Texas
|
$1K
|
+$1.15K
|
+20
|
New
|
|
|
524
|
Voloridge Investment Management
Jupiter,
Florida
|
–
|
-$40.6M
|
-707,625
|
Closed
|
|
|
525
|
Scopus Asset Management
New York
|
–
|
-$34.4M
|
-600,000
|
Closed
|
|
