|
501
|
Global Retirement Partners
San Rafael,
California
|
$6K
|
–
|
–
|
–
|
|
|
502
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$6K
|
+$4.06K
|
+4
|
+400%
|
|
|
503
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$6K
|
+$6.09K
|
+6
|
New
|
|
|
504
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$6K
|
+$6.09K
|
+6
|
New
|
|
|
505
|
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
$5K
|
–
|
–
|
–
|
|
|
506
|
Gables Capital Management
Miami,
Florida
|
$5K
|
–
|
–
|
–
|
|
|
507
|
SRH Advisors
Salina,
Kansas
|
$5K
|
–
|
–
|
–
|
|
|
508
|
First Horizon Advisors
Memphis,
Tennessee
|
$4K
|
-$102K
|
-100
|
-95%
|
|
|
509
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$4K
|
+$2.03K
|
+2
|
+100%
|
|
|
510
|
Berman Capital Advisors
Atlanta,
Georgia
|
$4K
|
+$4.06K
|
+4
|
+400%
|
|
|
511
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$4K
|
+$4.06K
|
+4
|
+200%
|
|
|
512
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$3K
|
–
|
–
|
–
|
|
|
513
|
WhitTier Trust Company
Reno,
Nevada
|
$3K
|
–
|
–
|
–
|
|
|
514
|
Zions Bancorporation
Salt Lake City,
Utah
|
$3K
|
+$3.05K
|
+3
|
New
|
|
|
515
|
Squar Milner Financial Services
Irvine,
California
|
$3K
|
+$4.06K
|
+4
|
New
|
|
|
516
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$2K
|
–
|
–
|
–
|
|
|
517
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$2K
|
+$2.03K
|
+2
|
New
|
|
|
518
|
Realta Investment Advisors
Wilmington,
Delaware
|
$2K
|
+$2.03K
|
+2
|
New
|
|
|
519
|
Essex Savings Bank
Essex,
Connecticut
|
$1K
|
–
|
–
|
–
|
|
|
520
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$1K
|
+$1.02K
|
+1
|
New
|
|
|
521
|
Ackerman Capital Advisors
Dallas,
Texas
|
$304
|
–
|
–
|
–
|
|
|
522
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$74
|
–
|
–
|
–
|
|
|
523
|
|
–
|
-$7.07M
|
-6,811
|
Closed
|
|
|
524
|
Cooke & Bieler
Philadelphia,
Pennsylvania
|
–
|
-$4.7M
|
-4,526
|
Closed
|
|
|
525
|
Assured Investment Management
New York
|
–
|
-$4.46M
|
-4,296
|
Closed
|
|
