|
201
|
Whittier Trust
South Pasadena,
California
|
$10K
|
–
|
–
|
–
|
|
|
202
|
Parallel Advisors
San Francisco,
California
|
$8K
|
+$3.15K
|
+49
|
+68%
|
|
|
203
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$7K
|
-$1.22K
|
-19
|
-16%
|
|
|
204
|
Liberty Wealth Management
Oakland,
California
|
$7K
|
–
|
–
|
–
|
|
|
205
|
PrairieView Partners
St. Paul,
Minnesota
|
$7K
|
–
|
–
|
–
|
|
|
206
|
Shine Investment Advisory Services
Lone Tree,
Colorado
|
$7K
|
–
|
–
|
–
|
|
|
207
|
SignatureFD
Atlanta,
Georgia
|
$7K
|
+$1.22K
|
+19
|
+22%
|
|
|
208
|
Front Row Advisors
Tiburon,
California
|
$6K
|
-$64
|
-1
|
-1%
|
|
|
209
|
Savior LLC
Wellesley Hills,
Massachusetts
|
$5K
|
–
|
–
|
–
|
|
|
210
|
Gemmer Asset Management
Walnut Creek,
California
|
$4K
|
–
|
–
|
–
|
|
|
211
|
Cetera Advisor Networks
El Segundo,
California
|
$4K
|
+$3.99K
|
+62
|
New
|
|
|
212
|
Tarbox Family Office
Newport Beach,
California
|
$3K
|
–
|
–
|
–
|
|
|
213
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$3K
|
+$1.42K
|
+22
|
+81%
|
|
|
214
|
Kore Private Wealth
New York
|
$3K
|
+$3.41K
|
+53
|
New
|
|
|
215
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$2K
|
-$1.48K
|
-23
|
-40%
|
|
|
216
|
tru Independence
Portland,
Oregon
|
$2K
|
–
|
–
|
–
|
|
|
217
|
Rockefeller Capital Management
New York
|
$2K
|
+$1.22K
|
+19
|
+119%
|
|
|
218
|
CX Institutional
Auburn,
Indiana
|
$2K
|
+$1.67K
|
+26
|
New
|
|
|
219
|
Creative Financial Designs
Kokomo,
Indiana
|
$2K
|
+$1.87K
|
+29
|
New
|
|
|
220
|
TCI Wealth Advisors
Tucson,
Arizona
|
$2K
|
+$2.06K
|
+32
|
New
|
|
|
221
|
Column Capital Advisors
Indianapolis,
Indiana
|
$2K
|
+$2.12K
|
+33
|
New
|
|
|
222
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$1K
|
–
|
–
|
–
|
|
|
223
|
|
$1K
|
+$772
|
+12
|
New
|
|
|
224
|
Janus Henderson Group
London,
|
–
|
-$29M
|
-525,119
|
Closed
|
|
|
225
|
Great Lakes Advisors
Chicago,
Illinois
|
–
|
-$3.57M
|
-64,564
|
Closed
|
|
