|
1201
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$1.95K
|
+$1.96K
|
+12
|
New
|
|
|
1202
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$1.79K
|
+$818
|
+5
|
+83%
|
|
|
1203
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$1.79K
|
+$164
|
+1
|
+10%
|
|
|
1204
|
Bruce G. Allen Investments
Denver,
Colorado
|
$1.62K
|
–
|
–
|
–
|
|
|
1205
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$1.62K
|
–
|
–
|
–
|
|
|
1206
|
Centricity Wealth Management
Westerville,
Ohio
|
$1.62K
|
+$1.64K
|
+10
|
New
|
|
|
1207
|
Swan Capital
Pensacola,
Florida
|
$1.46K
|
–
|
–
|
–
|
|
|
1208
|
BFSG LLC
Irvine,
California
|
$1.3K
|
–
|
–
|
–
|
|
|
1209
|
First Financial Corp
Terre Haute,
Indiana
|
$1.3K
|
+$1.31K
|
+8
|
New
|
|
|
1210
|
Concord Wealth Partners
Abingdon,
Virginia
|
$1.14K
|
–
|
–
|
–
|
|
|
1211
|
Tradewinds Capital Management
Bellingham,
Washington
|
$1.14K
|
+$1.15K
|
+7
|
New
|
|
|
1212
|
WealthTrak Capital Management
Virginia Beach,
Virginia
|
$1.14K
|
+$1.15K
|
+7
|
New
|
|
|
1213
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
1214
|
Talon Private Wealth
The Villages,
Florida
|
$812
|
–
|
–
|
–
|
|
|
1215
|
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
|
$650
|
–
|
–
|
–
|
|
|
1216
|
Highline Wealth Partners
Sherman Oaks,
California
|
$650
|
–
|
–
|
–
|
|
|
1217
|
Stance Capital
Boston,
Massachusetts
|
$650
|
+$654
|
+4
|
New
|
|
|
1218
|
BOK Financial Private Wealth
Denver,
Colorado
|
$488
|
-$46.9K
|
-287
|
-99%
|
|
|
1219
|
Valued Wealth Advisors
Holladay,
Utah
|
$488
|
–
|
–
|
–
|
|
|
1220
|
NBC Securities
Birmingham,
Alabama
|
$402
|
-$386K
|
-2,359
|
-100%
|
|
|
1221
|
Winnow Wealth
Waco,
Texas
|
$356
|
+$491
|
+3
|
New
|
|
|
1222
|
NVWM LLC
Yardley,
Pennsylvania
|
$162
|
–
|
–
|
–
|
|
|
1223
|
WestEnd Advisors
Charlotte,
North Carolina
|
$162
|
–
|
–
|
–
|
|
|
1224
|
Bayesian Capital Management
Brooklyn,
New York
|
–
|
-$4.3M
|
-26,400
|
Closed
|
|
|
1225
|
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
–
|
-$3.31M
|
-20,313
|
Closed
|
|
