|
501
|
Oakworth Capital
Birmingham,
Alabama
|
$7K
|
–
|
–
|
–
|
|
|
502
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$7K
|
+$6.43K
|
+45
|
New
|
|
|
503
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$7K
|
+$7K
|
+49
|
New
|
|
|
504
|
Bison Wealth
Atlanta,
Georgia
|
$6K
|
-$4.57K
|
-32
|
-43%
|
|
|
505
|
Front Row Advisors
Tiburon,
California
|
$5K
|
–
|
–
|
–
|
|
|
506
|
Gradient Investments
Arden Hills,
Minnesota
|
$5K
|
+$1.57K
|
+11
|
+44%
|
|
|
507
|
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
|
$4K
|
–
|
–
|
–
|
|
|
508
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$4K
|
+$3.57K
|
+25
|
New
|
|
|
509
|
Aspire Private Capital
Cornelius,
North Carolina
|
$3K
|
-$18.4K
|
-129
|
-86%
|
|
|
510
|
Savior LLC
Wellesley Hills,
Massachusetts
|
$3K
|
–
|
–
|
–
|
|
|
511
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$3K
|
–
|
–
|
–
|
|
|
512
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$2.06K
|
–
|
–
|
–
|
|
|
513
|
Bartlett & Co
Cincinnati,
Ohio
|
$2K
|
–
|
–
|
–
|
|
|
514
|
|
$2K
|
–
|
–
|
–
|
|
|
515
|
Investors Research Corp
Atlanta,
Georgia
|
$2K
|
–
|
–
|
–
|
|
|
516
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$2K
|
–
|
–
|
–
|
|
|
517
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$2K
|
–
|
–
|
–
|
|
|
518
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$2K
|
–
|
–
|
–
|
|
|
519
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
520
|
Rockbridge Investment Management
Syracuse,
New York
|
$1K
|
–
|
–
|
–
|
|
|
521
|
Adams Wealth Management
Logan,
Utah
|
$1K
|
+$1.14K
|
+8
|
New
|
|
|
522
|
Westside Investment Management
Santa Monica,
California
|
$36
|
–
|
–
|
–
|
|
|
523
|
Mizuho Trust & Banking
Tokyo,
Japan
|
–
|
-$13.1M
|
-100,000
|
Closed
|
|
|
524
|
Clear Creek Financial Management
Silverdale,
Washington
|
–
|
-$8.67M
|
-66,220
|
Closed
|
|
|
525
|
|
–
|
-$5.68M
|
-43,346
|
Closed
|
|
