|
601
|
Financial Connections Group
Corte Madera,
California
|
$1K
|
–
|
–
|
–
|
|
|
602
|
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
|
$1K
|
–
|
–
|
–
|
|
|
603
|
Sierra Ocean
Ripon,
California
|
$950
|
+$1.08K
|
+5
|
New
|
|
|
604
|
Richard W. Paul & Associates
Novi,
Michigan
|
$945
|
-$179K
|
-827
|
-99%
|
|
|
605
|
Physician Wealth Advisors
Midvale,
Utah
|
$945
|
+$1.08K
|
+5
|
New
|
|
|
606
|
|
$831
|
+$864
|
+4
|
New
|
|
|
607
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$609
|
-$864
|
-4
|
-57%
|
|
|
608
|
True Wealth Design
Akron,
Ohio
|
$567
|
-$48.4K
|
-224
|
-99%
|
|
|
609
|
SJS Investment Consulting
Sylvania,
Ohio
|
$567
|
-$1.3K
|
-6
|
-67%
|
|
|
610
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$567
|
-$432
|
-2
|
-40%
|
|
|
611
|
Valued Wealth Advisors
Holladay,
Utah
|
$567
|
–
|
–
|
–
|
|
|
612
|
Golden State Wealth Management
Santa Ana,
California
|
$567
|
+$648
|
+3
|
New
|
|
|
613
|
Crewe Advisors
Salt Lake City,
Utah
|
$391
|
-$864
|
-4
|
-67%
|
|
|
614
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$378
|
-$87.5K
|
-405
|
-100%
|
|
|
615
|
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
$378
|
+$432
|
+2
|
New
|
|
|
616
|
Global Financial Private Client
Sarasota,
Florida
|
$378
|
+$432
|
+2
|
New
|
|
|
617
|
Ancora Advisors
Cleveland,
Ohio
|
$189
|
+$216
|
+1
|
New
|
|
|
618
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
$189
|
+$216
|
+1
|
New
|
|
|
619
|
NVWM LLC
Yardley,
Pennsylvania
|
$189
|
+$216
|
+1
|
New
|
|
|
620
|
Sugar Maple Asset Management
Sister Bay,
Wisconsin
|
$189
|
+$216
|
+1
|
New
|
|
|
621
|
Epoch Investment Partners
New York
|
–
|
-$80M
|
-302,511
|
Closed
|
|
|
622
|
Sound Shore Management
Greenwich,
Connecticut
|
–
|
-$62.1M
|
-234,904
|
Closed
|
|
|
623
|
Cannell & Spears
New York
|
–
|
-$42.1M
|
-159,164
|
Closed
|
|
|
624
|
Arrowstreet Capital
Boston,
Massachusetts
|
–
|
-$36.6M
|
-138,290
|
Closed
|
|
|
625
|
Harvey Partners
Tarrytown,
New York
|
–
|
-$28.6M
|
-108,000
|
Closed
|
|
