|
351
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3K
|
–
|
–
|
–
|
|
|
352
|
First Horizon Advisors
Memphis,
Tennessee
|
$3K
|
–
|
–
|
–
|
|
|
353
|
Oakworth Capital
Birmingham,
Alabama
|
$3K
|
–
|
–
|
–
|
|
|
354
|
Pacifica Partners
Surrey,
Canada
|
$3K
|
–
|
–
|
–
|
|
|
355
|
Private Capital Group
West Hartford,
Connecticut
|
$3K
|
–
|
–
|
–
|
|
|
356
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$3K
|
+$2.6K
|
+25
|
New
|
|
|
357
|
Jones Financial Companies
Des Peres,
Missouri
|
$3K
|
+$2.92K
|
+28
|
New
|
|
|
358
|
Berman Capital Advisors
Atlanta,
Georgia
|
$2K
|
–
|
–
|
–
|
|
|
359
|
EARNEST Partners
Atlanta,
Georgia
|
$2K
|
–
|
–
|
–
|
|
|
360
|
Versant Capital Management
Phoenix,
Arizona
|
$2K
|
–
|
–
|
–
|
|
|
361
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$2K
|
+$1.56K
|
+15
|
New
|
|
|
362
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$2K
|
+$2.29K
|
+22
|
New
|
|
|
363
|
|
$1K
|
-$521
|
-5
|
-50%
|
|
|
364
|
Glassman Wealth Services
Vienna,
Virginia
|
$1K
|
–
|
–
|
–
|
|
|
365
|
IFP Advisors
Tampa,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
366
|
NWK Group
San Francisco,
California
|
$1K
|
–
|
–
|
–
|
|
|
367
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$1K
|
+$729
|
+7
|
New
|
|
|
368
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$1K
|
+$938
|
+9
|
New
|
|
|
369
|
Standard Family Office
Sioux Falls,
South Dakota
|
$1K
|
+$938
|
+9
|
New
|
|
|
370
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$1K
|
+$1.25K
|
+12
|
New
|
|
|
371
|
Select Equity Group
New York
|
–
|
-$85.1M
|
-868,278
|
Closed
|
|
|
372
|
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
|
–
|
-$19.6M
|
-200,000
|
Closed
|
|
|
373
|
Running Oak Capital
Edina,
Minnesota
|
–
|
-$4.78M
|
-48,758
|
Closed
|
|
|
374
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
–
|
-$4.76M
|
-48,605
|
Closed
|
|
|
375
|
Mason Street Advisors
Milwaukee,
Wisconsin
|
–
|
-$3.5M
|
-35,683
|
Closed
|
|
