|
401
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$4K
|
–
|
–
|
–
|
|
|
402
|
Private Capital Group
West Hartford,
Connecticut
|
$4K
|
–
|
–
|
–
|
|
|
403
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$3K
|
–
|
–
|
–
|
|
|
404
|
Copeland Capital Management
Conshohocken,
Pennsylvania
|
$3K
|
–
|
–
|
–
|
|
|
405
|
Lindbrook Capital
Calabasas,
California
|
$3K
|
–
|
–
|
–
|
|
|
406
|
Versant Capital Management
Phoenix,
Arizona
|
$3K
|
–
|
–
|
–
|
|
|
407
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$2K
|
–
|
–
|
–
|
|
|
408
|
Global Retirement Partners
San Rafael,
California
|
$2K
|
–
|
–
|
–
|
|
|
409
|
Hantz Financial Services
Southfield,
Michigan
|
$2K
|
–
|
–
|
–
|
|
|
410
|
Standard Family Office
Sioux Falls,
South Dakota
|
$2K
|
–
|
–
|
–
|
|
|
411
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$2K
|
–
|
–
|
–
|
|
|
412
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$2K
|
+$2.01K
|
+26
|
New
|
|
|
413
|
Raffa Wealth Management
Washington,
District of Columbia
|
$1.16K
|
–
|
–
|
–
|
|
|
414
|
Harbour Investments
Madison,
Wisconsin
|
$1K
|
-$198K
|
-2,567
|
-100%
|
|
|
415
|
Bellevue Asset Management
Bellevue,
Washington
|
$1K
|
-$4.48K
|
-58
|
-79%
|
|
|
416
|
Aspire Private Capital
Cornelius,
North Carolina
|
$1K
|
-$77
|
-1
|
-13%
|
|
|
417
|
Avion Wealth
The Woodlands,
Texas
|
$1K
|
–
|
–
|
–
|
|
|
418
|
Baystate Wealth Management
Boston,
Massachusetts
|
$1K
|
–
|
–
|
–
|
|
|
419
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$1K
|
–
|
–
|
–
|
|
|
420
|
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
$1K
|
–
|
–
|
–
|
|
|
421
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$1K
|
–
|
–
|
–
|
|
|
422
|
Howe & Rusling
Rochester,
New York
|
$1K
|
–
|
–
|
–
|
|
|
423
|
Longfellow Investment Management
Boston,
Massachusetts
|
$1K
|
–
|
–
|
–
|
|
|
424
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$1K
|
–
|
–
|
–
|
|
|
425
|
Point72 Asset Management
Stamford,
Connecticut
|
–
|
-$64M
|
-911,622
|
Closed
|
|
