|
501
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$14K
|
–
|
–
|
–
|
|
|
502
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$12K
|
-$7.79K
|
-46
|
-41%
|
|
|
503
|
Atlas Private Wealth Management
Albany,
New York
|
$12K
|
–
|
–
|
–
|
|
|
504
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$10K
|
–
|
–
|
–
|
|
|
505
|
USA Financial Formulas
Ada,
Michigan
|
$10K
|
–
|
–
|
–
|
|
|
506
|
LifePlan Financial Group
Dayton,
Ohio
|
$8K
|
–
|
–
|
–
|
|
|
507
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$8K
|
+$7.79K
|
+46
|
New
|
|
|
508
|
Global Retirement Partners
San Rafael,
California
|
$7K
|
–
|
–
|
–
|
|
|
509
|
WealthShield Partners
Cary,
North Carolina
|
$7K
|
–
|
–
|
–
|
|
|
510
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$5.58K
|
–
|
–
|
–
|
|
|
511
|
Center for Financial Planning
Southfied,
Michigan
|
$5K
|
–
|
–
|
–
|
|
|
512
|
Leelyn Smith
Geneva,
Illinois
|
$5K
|
–
|
–
|
–
|
|
|
513
|
Sonora Investment Management
Tucson,
Arizona
|
$5K
|
+$4.24K
|
+25
|
New
|
|
|
514
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$4.86K
|
–
|
–
|
–
|
|
|
515
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$2.16K
|
+$2.03K
|
+12
|
New
|
|
|
516
|
Disciplined Investments
Tulsa,
Oklahoma
|
$2K
|
–
|
–
|
–
|
|
|
517
|
Financial Management Professionals
Austin,
Texas
|
$1K
|
–
|
–
|
–
|
|
|
518
|
|
–
|
-$34.3M
|
-231,099
|
Closed
|
|
|
519
|
Mercer Global Advisors
Denver,
Colorado
|
–
|
-$13.7M
|
-92,257
|
Closed
|
|
|
520
|
|
–
|
-$10.4M
|
-69,856
|
Closed
|
|
|
521
|
Hershey Trust Company
Hershey,
Pennsylvania
|
–
|
-$8.53M
|
-57,500
|
Closed
|
|
|
522
|
Cumberland Advisors
Sarasota,
Florida
|
–
|
-$7.97M
|
-53,754
|
Closed
|
|
|
523
|
Wealthspire Advisors (New York)
New York
|
–
|
-$7.34M
|
-49,457
|
Closed
|
|
|
524
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
–
|
-$3.11M
|
-20,975
|
Closed
|
|
|
525
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
–
|
-$2.71M
|
-18,299
|
Closed
|
|
