|
951
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$4.1K
|
–
|
–
|
–
|
|
|
952
|
Affinity Wealth
Canton,
Ohio
|
$3.7K
|
–
|
–
|
–
|
|
|
953
|
Concord Wealth Partners
Abingdon,
Virginia
|
$3.6K
|
–
|
–
|
–
|
|
|
954
|
Caldwell Sutter Capital
Sausalito,
California
|
$3.5K
|
–
|
–
|
–
|
|
|
955
|
Trust Company
Manhattan,
Kansas
|
$3.1K
|
–
|
–
|
–
|
|
|
956
|
Sittner & Nelson
Eugene,
Oregon
|
$3K
|
–
|
–
|
–
|
|
|
957
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$2.7K
|
–
|
–
|
–
|
|
|
958
|
Asset Dedication LLC
San Francisco,
California
|
$2.3K
|
+$2.35K
|
+23
|
New
|
|
|
959
|
CX Institutional
Auburn,
Indiana
|
$2K
|
+$1.53K
|
+15
|
New
|
|
|
960
|
Smallwood Wealth Investment Management
Red Bank,
New Jersey
|
$1.2K
|
+$1.22K
|
+12
|
New
|
|
|
961
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$1.1K
|
–
|
–
|
–
|
|
|
962
|
North Capital
Salt Lake City,
Utah
|
$1K
|
+$1.02K
|
+10
|
New
|
|
|
963
|
SignatureFD
Atlanta,
Georgia
|
$900
|
–
|
–
|
–
|
|
|
964
|
Burkett Financial Services
Rock Hill,
South Carolina
|
$880
|
–
|
–
|
–
|
|
|
965
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$600
|
–
|
–
|
–
|
|
|
966
|
Fairway Wealth
Independence,
Ohio
|
$600
|
+$612
|
+6
|
New
|
|
|
967
|
Signature Resources Capital Management
Newport Beach,
California
|
$600
|
+$612
|
+6
|
New
|
|
|
968
|
Gould Capital
Tacoma,
Washington
|
$500
|
–
|
–
|
–
|
|
|
969
|
GAMMA Investing
Foster City,
California
|
$400
|
–
|
–
|
–
|
|
|
970
|
Creekmur Asset Management
Morton,
Illinois
|
$66
|
–
|
–
|
–
|
|
|
971
|
McMorgan & Co
San Francisco,
California
|
–
|
-$17.2M
|
-177,750
|
Closed
|
|
|
972
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
–
|
-$11.3M
|
-111,827
|
Closed
|
|
|
973
|
Liberty Wealth Management
Oakland,
California
|
–
|
-$5.58M
|
-57,723
|
Closed
|
|
|
974
|
Neuberger Berman Group
New York
|
–
|
-$5.33M
|
-55,069
|
Closed
|
|
|
975
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
–
|
-$4.5M
|
-46,524
|
Closed
|
|
