|
451
|
Asset Dedication LLC
San Francisco,
California
|
$3K
|
–
|
–
|
–
|
|
|
452
|
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
|
$3K
|
–
|
–
|
–
|
|
|
453
|
Endurance Wealth Management
Providence,
Rhode Island
|
$3K
|
–
|
–
|
–
|
|
|
454
|
TrueWealth LLC
Atlanta,
Georgia
|
$3K
|
–
|
–
|
–
|
|
|
455
|
Baystate Wealth Management
Boston,
Massachusetts
|
$3K
|
+$27
|
+1
|
+0.9%
|
|
|
456
|
Glassman Wealth Services
Vienna,
Virginia
|
$3K
|
+$1.38K
|
+51
|
+91%
|
|
|
457
|
CX Institutional
Auburn,
Indiana
|
$3K
|
+$2.37K
|
+88
|
New
|
|
|
458
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$3K
|
+$2.78K
|
+103
|
New
|
|
|
459
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$2K
|
–
|
–
|
–
|
|
|
460
|
Tortoise Capital Advisors
Overland Park,
Kansas
|
$2K
|
–
|
–
|
–
|
|
|
461
|
Winch Advisory Services
Appleton,
Wisconsin
|
$2K
|
–
|
–
|
–
|
|
|
462
|
Meeder Asset Management
Dublin,
Ohio
|
$2K
|
+$2.35K
|
+87
|
New
|
|
|
463
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$1.46K
|
+$27
|
+1
|
+2%
|
|
|
464
|
Raffa Wealth Management
Washington,
District of Columbia
|
$1K
|
–
|
–
|
–
|
|
|
465
|
Allworth Financial
Folsom,
California
|
$1K
|
-$108
|
-4
|
-7%
|
|
|
466
|
Aspire Private Capital
Cornelius,
North Carolina
|
$1K
|
–
|
–
|
–
|
|
|
467
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$1K
|
–
|
–
|
–
|
|
|
468
|
Essex Savings Bank
Essex,
Connecticut
|
$1K
|
–
|
–
|
–
|
|
|
469
|
PRW Wealth Management
Quincy,
Massachusetts
|
$1K
|
–
|
–
|
–
|
|
|
470
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$1K
|
+$377
|
+14
|
+64%
|
|
|
471
|
Golden State Wealth Management
Santa Ana,
California
|
$1K
|
+$620
|
+23
|
New
|
|
|
472
|
Destination Wealth Management
Walnut Creek,
California
|
$1K
|
+$863
|
+32
|
New
|
|
|
473
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$329
|
+$2.35K
|
+87
|
+0.8%
|
|
|
474
|
Lord, Abbett & Co
Jersey City,
New Jersey
|
–
|
-$65M
|
-2,565,650
|
Closed
|
|
|
475
|
Carlson Capital
Dallas,
Texas
|
–
|
-$21M
|
-829,758
|
Closed
|
|
