|
501
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$7K
|
–
|
–
|
–
|
|
|
502
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$7K
|
–
|
–
|
–
|
|
|
503
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$7K
|
–
|
–
|
–
|
|
|
504
|
SEI Investments
Oaks,
Pennsylvania
|
$6K
|
-$800K
|
-680
|
-99%
|
|
|
505
|
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
$6K
|
–
|
–
|
–
|
|
|
506
|
Gables Capital Management
Miami,
Florida
|
$6K
|
–
|
–
|
–
|
|
|
507
|
SRH Advisors
Salina,
Kansas
|
$6K
|
–
|
–
|
–
|
|
|
508
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$6K
|
+$3.53K
|
+3
|
+150%
|
|
|
509
|
AssetMark Inc
Concord,
California
|
$5K
|
–
|
–
|
–
|
|
|
510
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$5K
|
–
|
–
|
–
|
|
|
511
|
Thompson Davis & Co
Richmond,
Virginia
|
$5K
|
–
|
–
|
–
|
|
|
512
|
Washington Trust Bank
Spokane,
Washington
|
$5K
|
–
|
–
|
–
|
|
|
513
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$5K
|
+$4.71K
|
+4
|
New
|
|
|
514
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$4K
|
–
|
–
|
–
|
|
|
515
|
WhitTier Trust Company
Reno,
Nevada
|
$4K
|
–
|
–
|
–
|
|
|
516
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$4K
|
+$3.53K
|
+3
|
New
|
|
|
517
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$2K
|
–
|
–
|
–
|
|
|
518
|
Avantax Planning Partners
Dubuque,
Iowa
|
$2K
|
+$2.35K
|
+2
|
New
|
|
|
519
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$2K
|
+$2.35K
|
+2
|
New
|
|
|
520
|
|
$1K
|
–
|
–
|
–
|
|
|
521
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$5.03M
|
-4,638
|
Closed
|
|
|
522
|
Alberta Investment Management Corp (AIMCo)
Edmonton,
Alberta, Canada
|
–
|
-$4.34M
|
-4,000
|
Closed
|
|
|
523
|
Boston Partners
Boston,
Massachusetts
|
–
|
-$1.65M
|
-1,525
|
Closed
|
|
|
524
|
Needelman Asset Management
Ladera Ranch,
California
|
–
|
-$1.4M
|
-1,295
|
Closed
|
|
|
525
|
Magnetar Financial
Evanston,
Illinois
|
–
|
-$1.29M
|
-1,189
|
Closed
|
|
