|
501
|
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
|
$4.86K
|
–
|
–
|
–
|
|
|
502
|
SHP Wealth Management
Plymouth,
Massachusetts
|
$3.56K
|
–
|
–
|
–
|
|
|
503
|
Synergy Investment Management
Altamonte Springs,
Florida
|
$3.56K
|
+$3.77K
|
+30
|
New
|
|
|
504
|
Hager Investment Management Services
New London,
New Hampshire
|
$3.32K
|
–
|
–
|
–
|
|
|
505
|
LM Advisors
San Diego,
California
|
$3K
|
-$3.9K
|
-31
|
-8%
|
|
|
506
|
PlanVest Financial
Gaithersburg,
Maryland
|
$2.84K
|
+$3.02K
|
+24
|
New
|
|
|
507
|
Asset Dedication LLC
San Francisco,
California
|
$2.49K
|
–
|
–
|
–
|
|
|
508
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$2.49K
|
+$503
|
+4
|
+24%
|
|
|
509
|
Go Invest LLC
West Jordan,
Utah
|
$2.46K
|
+$881
|
+7
|
+50%
|
|
|
510
|
Scarborough Advisors
Annapolis,
Maryland
|
$2.37K
|
+$2.52K
|
+20
|
New
|
|
|
511
|
BNP Paribas Financial Markets
Paris,
France
|
$593
|
-$6.29M
|
-50,005
|
-100%
|
|
|
512
|
New Republic Capital
Charlotte,
North Carolina
|
$474
|
–
|
–
|
–
|
|
|
513
|
Tradewinds Capital Management
Bellingham,
Washington
|
$119
|
–
|
–
|
–
|
|
|
514
|
Humankind Investments
New York
|
–
|
-$6.32M
|
-48,930
|
Closed
|
|
|
515
|
Arete Wealth Advisors
Chicago,
Illinois
|
–
|
-$3.16M
|
-24,456
|
Closed
|
|
|
516
|
Financial Management Professionals
Austin,
Texas
|
–
|
-$2.35M
|
-18,181
|
Closed
|
|
|
517
|
Grimes & Company
Westborough,
Massachusetts
|
–
|
-$2.1M
|
-16,295
|
Closed
|
|
|
518
|
AK Global Asset Management
Oakland,
California
|
–
|
-$2.1M
|
-16,237
|
Closed
|
|
|
519
|
Renaissance Technologies
New York
|
–
|
-$1.81M
|
-14,000
|
Closed
|
|
|
520
|
Diversify Advisory Services
Sandy,
Utah
|
–
|
-$1.76M
|
-13,461
|
Closed
|
|
|
521
|
Lazard Asset Management
New York
|
–
|
-$918K
|
-7,110
|
Closed
|
|
|
522
|
Belpointe Asset Management
Reno,
Nevada
|
–
|
-$780K
|
-6,039
|
Closed
|
|
|
523
|
Advisory Alpha
Holland,
Michigan
|
–
|
-$429K
|
-3,319
|
Closed
|
|
|
524
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
–
|
-$364K
|
-2,820
|
Closed
|
|
|
525
|
WESPAC Advisors
Orinda,
California
|
–
|
-$335K
|
-2,597
|
Closed
|
|
