|
501
|
Accel Wealth Management
Waverly,
Iowa
|
$23K
|
–
|
–
|
–
|
|
|
502
|
Meeder Asset Management
Dublin,
Ohio
|
$23K
|
–
|
–
|
–
|
|
|
503
|
Sandy Spring Bank
Olney,
Maryland
|
$15K
|
+$56
|
+2
|
+0.4%
|
|
|
504
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$13K
|
+$56
|
+2
|
+0.4%
|
|
|
505
|
Financial Connections Group
Corte Madera,
California
|
$11K
|
+$11.4K
|
+404
|
New
|
|
|
506
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$9K
|
–
|
–
|
–
|
|
|
507
|
Gibson Wealth Advisors
Tyler,
Texas
|
$6K
|
+$5.9K
|
+209
|
New
|
|
|
508
|
Janiczek Wealth Management
Denver,
Colorado
|
$3K
|
+$2.51K
|
+89
|
New
|
|
|
509
|
Maryland Capital Advisors
Chester,
Maryland
|
$2K
|
+$1.52K
|
+54
|
New
|
|
|
510
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$1K
|
–
|
–
|
–
|
|
|
511
|
Hemington Wealth Management
Falls Church,
Virginia
|
–
|
-$24.1M
|
-905,194
|
Closed
|
|
|
512
|
Bingham Osborn & Scarborough
San Francisco,
California
|
–
|
-$2.76M
|
-104,038
|
Closed
|
|
|
513
|
Global Retirement Partners
San Rafael,
California
|
–
|
-$1.19M
|
-44,838
|
Closed
|
|
|
514
|
Falcon Wealth Planning
Ontario,
California
|
–
|
-$519K
|
-20,049
|
Closed
|
|
|
515
|
Simplicity Solutions
Minneapolis,
Minnesota
|
–
|
-$503K
|
-18,924
|
Closed
|
|
|
516
|
Stratos Investment Management
Beachwood,
Ohio
|
–
|
-$466K
|
-17,553
|
Closed
|
|
|
517
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
–
|
-$427K
|
-16,083
|
Closed
|
|
|
518
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
–
|
-$266K
|
-10,014
|
Closed
|
|
|
519
|
Citadel Advisors
Miami,
Florida
|
–
|
-$236K
|
-8,869
|
Closed
|
|
|
520
|
Strategy Asset Managers
Pasadena,
California
|
–
|
-$201K
|
-7,551
|
Closed
|
|
|
521
|
CX Institutional
Auburn,
Indiana
|
–
|
-$126K
|
-4,736
|
Closed
|
|
