|
1601
|
Elmwood Wealth Management
Berkeley,
California
|
$4K
|
–
|
–
|
–
|
|
|
1602
|
IMA Advisory Services
Denver,
Colorado
|
$4K
|
+$4.11K
|
+45
|
New
|
|
|
1603
|
Paragon Capital Management (Kansas)
Overland Park,
Kansas
|
$3K
|
-$12.1K
|
-133
|
-82%
|
|
|
1604
|
Tortoise Investment Management
White Plains,
New York
|
$3K
|
–
|
–
|
–
|
|
|
1605
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$3K
|
+$1.37K
|
+15
|
+100%
|
|
|
1606
|
Stevens First Principles Investment Advisors
Newport Beach,
California
|
$3K
|
+$3.01K
|
+33
|
New
|
|
|
1607
|
Aspire Private Capital
Cornelius,
North Carolina
|
$2K
|
–
|
–
|
–
|
|
|
1608
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$2K
|
–
|
–
|
–
|
|
|
1609
|
Bell Rock Capital
Rehoboth Beach,
Delaware
|
$2K
|
–
|
–
|
–
|
|
|
1610
|
Clear Investment Research
Alpharetta,
Georgia
|
$2K
|
–
|
–
|
–
|
|
|
1611
|
Lee Financial
Dallas,
Texas
|
$2K
|
–
|
–
|
–
|
|
|
1612
|
LifePlan Financial Group
Dayton,
Ohio
|
$2K
|
–
|
–
|
–
|
|
|
1613
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$2K
|
–
|
–
|
–
|
|
|
1614
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$2K
|
–
|
–
|
–
|
|
|
1615
|
Globeflex Capital
San Diego,
California
|
$2K
|
+$1.55K
|
+17
|
New
|
|
|
1616
|
MKD Wealth Coaches
Troy,
Michigan
|
$2K
|
+$13.2K
|
+145
|
+35%
|
|
|
1617
|
Semmax Financial Advisors
Winston Salem,
North Carolina
|
$1K
|
-$12.3K
|
-135
|
-91%
|
|
|
1618
|
Crewe Advisors
Salt Lake City,
Utah
|
$1K
|
–
|
–
|
–
|
|
|
1619
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$1K
|
–
|
–
|
–
|
|
|
1620
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$1K
|
–
|
–
|
–
|
|
|
1621
|
Regal Wealth Group
Seal Beach,
California
|
$1K
|
–
|
–
|
–
|
|
|
1622
|
Shamrock Asset Management
Dallas,
Texas
|
$1K
|
–
|
–
|
–
|
|
|
1623
|
Capital World Investors
Los Angeles,
California
|
–
|
-$191M
|
-2,093,000
|
Closed
|
|
|
1624
|
GQG Partners
Ft. Lauderdale,
Florida
|
–
|
-$105M
|
-1,155,111
|
Closed
|
|
|
1625
|
Royal London Asset Management
United Kingdom
|
–
|
-$63.5M
|
-696,603
|
Closed
|
|
