|
501
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$119K
|
+$70.5K
|
+360
|
+107%
|
|
|
502
|
Whittier Trust
South Pasadena,
California
|
$115K
|
-$196K
|
-1,000
|
-60%
|
|
|
503
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$115K
|
+$26.4K
|
+135
|
+25%
|
|
|
504
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$114K
|
–
|
–
|
–
|
|
|
505
|
|
$112K
|
–
|
–
|
–
|
|
|
506
|
Caldwell Trust
Venice,
Florida
|
$104K
|
–
|
–
|
–
|
|
|
507
|
Penserra Capital Management
Orinda,
California
|
$100K
|
+$2.74K
|
+14
|
+2%
|
|
|
508
|
Osterweis Capital Management
San Francisco,
California
|
$96K
|
+$110K
|
+560
|
New
|
|
|
509
|
|
$88K
|
-$4.31K
|
-22
|
-4%
|
|
|
510
|
UMB Bank
Kansas City,
Missouri
|
$87K
|
-$1.57K
|
-8
|
-2%
|
|
|
511
|
Paloma Partners
Greenwich,
Connecticut
|
$76K
|
-$1.66M
|
-8,457
|
-95%
|
|
|
512
|
Pflug Koory
Omaha,
Nebraska
|
$75K
|
–
|
–
|
–
|
|
|
513
|
Okabena Investment Services
Minneapolis,
Minnesota
|
$73K
|
+$83.3K
|
+425
|
New
|
|
|
514
|
NVWM LLC
Yardley,
Pennsylvania
|
$69K
|
–
|
–
|
–
|
|
|
515
|
Alta Advisers
London,
United Kingdom
|
$69K
|
+$78.4K
|
+400
|
New
|
|
|
516
|
Parallel Advisors
San Francisco,
California
|
$67K
|
+$11.9K
|
+61
|
+19%
|
|
|
517
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$61K
|
+$69.5K
|
+355
|
New
|
|
|
518
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$60K
|
+$7.05K
|
+36
|
+11%
|
|
|
519
|
Piscataqua Savings Bank
Portsmouth,
New Hampshire
|
$58K
|
–
|
–
|
–
|
|
|
520
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$57K
|
+$65K
|
+332
|
New
|
|
|
521
|
Clearstead Advisors
Cleveland,
Ohio
|
$56K
|
-$6.46K
|
-33
|
-9%
|
|
|
522
|
Geo Capital Gestora de Recursos
S?o Paulo,
Brazil
|
$55K
|
+$7.05K
|
+36
|
+13%
|
|
|
523
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$53K
|
–
|
–
|
–
|
|
|
524
|
Glassman Wealth Services
Vienna,
Virginia
|
$47K
|
-$1.18K
|
-6
|
-2%
|
|
|
525
|
Versant Capital Management
Phoenix,
Arizona
|
$47K
|
+$392
|
+2
|
+0.7%
|
|
