|
501
|
Tidemark
San Diego,
California
|
$6.46K
|
–
|
–
|
–
|
|
|
502
|
Tradewinds Capital Management
Bellingham,
Washington
|
$5.51K
|
–
|
–
|
–
|
|
|
503
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$5.36K
|
-$560
|
-4
|
-11%
|
|
|
504
|
Central Trust Company
Jefferson City,
Missouri
|
$5.2K
|
–
|
–
|
–
|
|
|
505
|
SJS Investment Consulting
Sylvania,
Ohio
|
$4.73K
|
+$4.2K
|
+30
|
New
|
|
|
506
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$4.35K
|
–
|
–
|
–
|
|
|
507
|
Oakworth Capital
Birmingham,
Alabama
|
$3.94K
|
–
|
–
|
–
|
|
|
508
|
Twin Lakes Capital Management
Redwood Shores,
California
|
$3.55K
|
–
|
–
|
–
|
|
|
509
|
AmeriFlex Group
Las Vegas,
Nevada
|
$3.15K
|
–
|
–
|
–
|
|
|
510
|
Asset Dedication LLC
San Francisco,
California
|
$2.99K
|
-$2.52K
|
-18
|
-49%
|
|
|
511
|
AssetMark Inc
Concord,
California
|
$2.68K
|
+$1.12K
|
+8
|
+89%
|
|
|
512
|
Continuum Advisory
Eagle,
Idaho
|
$2.21K
|
-$280
|
-2
|
-13%
|
|
|
513
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$2.04K
|
–
|
–
|
–
|
|
|
514
|
Penserra Capital Management
Orinda,
California
|
$2K
|
–
|
–
|
–
|
|
|
515
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$1.73K
|
+$1.54K
|
+11
|
New
|
|
|
516
|
CVA Family Office
Denver,
Colorado
|
$1.58K
|
–
|
–
|
–
|
|
|
517
|
Hughes Financial Services
Herndon,
Virginia
|
$1.45K
|
+$1.26K
|
+9
|
New
|
|
|
518
|
True Wealth Design
Akron,
Ohio
|
$1.26K
|
–
|
–
|
–
|
|
|
519
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$1.26K
|
+$1.12K
|
+8
|
New
|
|
|
520
|
TCTC Holdings
Dallas,
Texas
|
$945
|
-$4.76K
|
-34
|
-85%
|
|
|
521
|
Point72 Asia (Singapore)
Singapore
|
$575
|
-$59.7K
|
-427
|
-99%
|
|
|
522
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$473
|
+$420
|
+3
|
New
|
|
|
523
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$205
|
+$140
|
+1
|
New
|
|
|
524
|
Highline Wealth Partners
Sherman Oaks,
California
|
$158
|
+$140
|
+1
|
New
|
|
|
525
|
Bornite Capital Management
New York
|
–
|
-$27M
|
-230,000
|
Closed
|
|
