|
551
|
West Oak Capital
Westlake Village,
California
|
$11.2K
|
-$32.5K
|
-450
|
-75%
|
|
|
552
|
Apriem Advisors
Irvine,
California
|
$11K
|
–
|
–
|
–
|
|
|
553
|
Asset Dedication LLC
San Francisco,
California
|
$10K
|
–
|
–
|
–
|
|
|
554
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$10K
|
–
|
–
|
–
|
|
|
555
|
INR Advisory Services
Media,
Pennsylvania
|
$10K
|
+$10.1K
|
+140
|
New
|
|
|
556
|
Daiwa SB Investments
Tokyo,
Japan
|
$9K
|
+$4.33K
|
+60
|
+100%
|
|
|
557
|
New York Life Trust
New York
|
$8K
|
-$93.7K
|
-1,299
|
-92%
|
|
|
558
|
Citizens Financial Group
Providence,
Rhode Island
|
$7K
|
-$1.73K
|
-24
|
-20%
|
|
|
559
|
Global Retirement Partners
San Rafael,
California
|
$7K
|
–
|
–
|
–
|
|
|
560
|
Central Bank & Trust
Lexington,
Kentucky
|
$6K
|
–
|
–
|
–
|
|
|
561
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$5K
|
-$289
|
-4
|
-5%
|
|
|
562
|
Intellectus Partners
San Francisco,
California
|
$5K
|
–
|
–
|
–
|
|
|
563
|
FNY Managed Accounts
New York
|
$5K
|
+$5.05K
|
+70
|
New
|
|
|
564
|
Grove Bank & Trust
Miami,
Florida
|
$3K
|
–
|
–
|
–
|
|
|
565
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$3K
|
–
|
–
|
–
|
|
|
566
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$2K
|
–
|
–
|
–
|
|
|
567
|
TCI Wealth Advisors
Tucson,
Arizona
|
$2K
|
–
|
–
|
–
|
|
|
568
|
West Paces Advisors
Atlanta,
Georgia
|
$1.57K
|
–
|
–
|
–
|
|
|
569
|
Glassman Wealth Services
Vienna,
Virginia
|
$1K
|
–
|
–
|
–
|
|
|
570
|
Oakworth Capital
Birmingham,
Alabama
|
$1K
|
–
|
–
|
–
|
|
|
571
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$1K
|
+$361
|
+5
|
+100%
|
|
|
572
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$1K
|
+$1.01K
|
+14
|
New
|
|
|
573
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$71
|
+$361
|
+5
|
New
|
|
|
574
|
|
–
|
-$102M
|
-1,443,600
|
Closed
|
|
|
575
|
Suvretta Capital Management
New York
|
–
|
-$38.1M
|
-537,100
|
Closed
|
|
