|
401
|
Trilogy Capital
Irvine,
California
|
$12K
|
+$12.4K
|
+156
|
New
|
|
|
402
|
Elmwood Wealth Management
Berkeley,
California
|
$11.3K
|
+$11.6K
|
+146
|
New
|
|
|
403
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$11K
|
–
|
–
|
–
|
|
|
404
|
Edge Advisors
Atlanta,
Georgia
|
$11K
|
+$12.1K
|
+152
|
New
|
|
|
405
|
|
$10K
|
–
|
–
|
–
|
|
|
406
|
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
|
$9K
|
–
|
–
|
–
|
|
|
407
|
Perkins Coie Trust Company
Seattle,
Washington
|
$9K
|
–
|
–
|
–
|
|
|
408
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$9K
|
–
|
–
|
–
|
|
|
409
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$9K
|
+$8.88K
|
+112
|
New
|
|
|
410
|
Central Trust Company
Jefferson City,
Missouri
|
$8K
|
-$7.93K
|
-100
|
-50%
|
|
|
411
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$8K
|
+$8.41K
|
+106
|
New
|
|
|
412
|
AssetMark Inc
Concord,
California
|
$7K
|
–
|
–
|
–
|
|
|
413
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$6K
|
–
|
–
|
–
|
|
|
414
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$6K
|
–
|
–
|
–
|
|
|
415
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$5K
|
–
|
–
|
–
|
|
|
416
|
Legacy Financial Advisors
Covington,
Kentucky
|
$5K
|
–
|
–
|
–
|
|
|
417
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$4K
|
–
|
–
|
–
|
|
|
418
|
RPG Investment Advisory
Pleasanton,
California
|
$3K
|
–
|
–
|
–
|
|
|
419
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$1K
|
+$952
|
+12
|
New
|
|
|
420
|
Summit X LLC
Chesterfield,
Missouri
|
–
|
-$2.05M
|
-25,620
|
Closed
|
|
|
421
|
Timber Hill
Greenwich,
Connecticut
|
–
|
-$1.85M
|
-23,086
|
Closed
|
|
|
422
|
Becker Capital Management
Portland,
Oregon
|
–
|
-$1.33M
|
-16,590
|
Closed
|
|
|
423
|
Arcus Capital Partners
Atlanta,
Georgia
|
–
|
-$1.2M
|
-14,948
|
Closed
|
|
|
424
|
Strategic Wealth Management
Kirkland,
Washington
|
–
|
-$1.07M
|
-13,420
|
Closed
|
|
|
425
|
Arthur M. Cohen & Associates
Northbrook,
Illinois
|
–
|
-$860K
|
-12,426
|
Closed
|
|
