|
401
|
TrueWealth LLC
Atlanta,
Georgia
|
$20K
|
–
|
–
|
–
|
|
|
402
|
First Personal Financial Services
Charlotte,
North Carolina
|
$20K
|
+$1.71K
|
+18
|
+8%
|
|
|
403
|
IFP Advisors
Tampa,
Florida
|
$19K
|
+$6.75K
|
+71
|
+47%
|
|
|
404
|
Meeder Asset Management
Dublin,
Ohio
|
$18K
|
-$26.5K
|
-279
|
-57%
|
|
|
405
|
Covington Capital Management
Los Angeles,
California
|
$18K
|
–
|
–
|
–
|
|
|
406
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$17K
|
–
|
–
|
–
|
|
|
407
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$17K
|
–
|
–
|
–
|
|
|
408
|
Whittier Trust
South Pasadena,
California
|
$15K
|
–
|
–
|
–
|
|
|
409
|
AssetMark Inc
Concord,
California
|
$14K
|
-$571
|
-6
|
-4%
|
|
|
410
|
Point72 Hong Kong
Hong Kong
|
$13K
|
-$85.9K
|
-903
|
-86%
|
|
|
411
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$13K
|
+$951
|
+10
|
+7%
|
|
|
412
|
West Oak Capital
Westlake Village,
California
|
$12.5K
|
–
|
–
|
–
|
|
|
413
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$12K
|
+$13.3K
|
+140
|
New
|
|
|
414
|
Next Financial Group
Houston,
Texas
|
$11K
|
-$27.9K
|
-293
|
-69%
|
|
|
415
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$11K
|
+$12.1K
|
+127
|
New
|
|
|
416
|
Cresset Asset Management
Chicago,
Illinois
|
$11K
|
+$12.7K
|
+133
|
New
|
|
|
417
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$10K
|
–
|
–
|
–
|
|
|
418
|
Shine Investment Advisory Services
Lone Tree,
Colorado
|
$10K
|
+$1.9K
|
+20
|
+20%
|
|
|
419
|
Watermark Asset Management
San Ramon,
California
|
$10K
|
+$10.7K
|
+112
|
New
|
|
|
420
|
Liberty Wealth Management
Oakland,
California
|
$10K
|
+$11.3K
|
+119
|
New
|
|
|
421
|
Huntington National Bank
Columbus,
Ohio
|
$9K
|
-$92.8K
|
-976
|
-90%
|
|
|
422
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$9K
|
-$4.85K
|
-51
|
-32%
|
|
|
423
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$9K
|
–
|
–
|
–
|
|
|
424
|
Pearl River Capital
Niles,
Michigan
|
$9K
|
+$9.51K
|
+100
|
New
|
|
|
425
|
Taylor Hoffman Wealth Management
Richmond,
Virginia
|
$9K
|
+$9.51K
|
+100
|
New
|
|
