|
301
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$7K
|
–
|
–
|
–
|
|
|
302
|
Pin Oak Investment Advisors
Houston,
Texas
|
$7K
|
–
|
–
|
–
|
|
|
303
|
Parallel Advisors
San Francisco,
California
|
$7K
|
+$3.59K
|
+419
|
+74%
|
|
|
304
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$6K
|
–
|
–
|
–
|
|
|
305
|
Zions Bancorporation
Salt Lake City,
Utah
|
$6K
|
+$6.06K
|
+707
|
New
|
|
|
306
|
Advisory Services Network
Atlanta,
Georgia
|
$5K
|
–
|
–
|
–
|
|
|
307
|
Lee Financial
Dallas,
Texas
|
$5K
|
+$2.73K
|
+319
|
+87%
|
|
|
308
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$5K
|
+$5.26K
|
+614
|
New
|
|
|
309
|
Tarbox Family Office
Newport Beach,
California
|
$3K
|
–
|
–
|
–
|
|
|
310
|
TrueWealth LLC
Atlanta,
Georgia
|
$3K
|
–
|
–
|
–
|
|
|
311
|
Trust Company
Manhattan,
Kansas
|
$3K
|
–
|
–
|
–
|
|
|
312
|
Whitnell & Co
Oak Brook,
Illinois
|
$3K
|
–
|
–
|
–
|
|
|
313
|
Front Row Advisors
Tiburon,
California
|
$3K
|
+$2.4K
|
+280
|
+214%
|
|
|
314
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$3K
|
+$2.42K
|
+282
|
+806%
|
|
|
315
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2K
|
+$189
|
+22
|
+10%
|
|
|
316
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2K
|
+$2.48K
|
+290
|
New
|
|
|
317
|
Credential Securities
Vancouver,
|
$1.23K
|
–
|
–
|
–
|
|
|
318
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$1K
|
-$3.35K
|
-391
|
-84%
|
|
|
319
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$1K
|
-$129
|
-15
|
-14%
|
|
|
320
|
Archford Capital Strategies
Swansea,
Illinois
|
$1K
|
–
|
–
|
–
|
|
|
321
|
Central Trust Company
Jefferson City,
Missouri
|
$1K
|
–
|
–
|
–
|
|
|
322
|
Gryphon Financial Partners
Columbus,
Ohio
|
$1K
|
–
|
–
|
–
|
|
|
323
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$1K
|
+$788
|
+92
|
New
|
|
|
324
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$1K
|
+$1.1K
|
+128
|
New
|
|
|
325
|
Nordea Investment Management
Stockholm,
Sweden
|
–
|
-$69.1M
|
-7,812,119
|
Closed
|
|
