|
501
|
Addison Advisors
Middlebury,
Vermont
|
$10K
|
–
|
–
|
–
|
|
|
502
|
Clearview Wealth Advisors
Salem,
Oregon
|
$10K
|
–
|
–
|
–
|
|
|
503
|
Truvestments Capital
Sarasota,
Florida
|
$10K
|
–
|
–
|
–
|
|
|
504
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$10K
|
+$9.44K
|
+200
|
New
|
|
|
505
|
Castle Financial & Retirement Planning Associates
Fair Haven,
New Jersey
|
$10K
|
+$9.72K
|
+206
|
New
|
|
|
506
|
Guardian Wealth Management (Illinois)
Peoria,
Illinois
|
$9K
|
+$9.06K
|
+192
|
New
|
|
|
507
|
Activest Wealth Management
Aventure,
Florida
|
$7K
|
-$89.5K
|
-1,896
|
-93%
|
|
|
508
|
Lumature Wealth Partners
Alpharetta,
Georgia
|
$7K
|
–
|
–
|
–
|
|
|
509
|
Pin Oak Investment Advisors
Houston,
Texas
|
$7K
|
–
|
–
|
–
|
|
|
510
|
Savior LLC
Wellesley Hills,
Massachusetts
|
$7K
|
–
|
–
|
–
|
|
|
511
|
Tilia Fiduciary Partners
Wilmington,
North Carolina
|
$7K
|
+$6.32K
|
+134
|
New
|
|
|
512
|
Gemmer Asset Management
Walnut Creek,
California
|
$6K
|
–
|
–
|
–
|
|
|
513
|
Howe & Rusling
Rochester,
New York
|
$6K
|
–
|
–
|
–
|
|
|
514
|
St. James Investment Advisors
Port Jefferson,
New York
|
$6K
|
+$5.66K
|
+120
|
New
|
|
|
515
|
Antonetti Capital Management
Naples,
Florida
|
$5K
|
–
|
–
|
–
|
|
|
516
|
Anchor Investment Management
Columbia,
South Carolina
|
$4.91K
|
–
|
–
|
–
|
|
|
517
|
NVWM LLC
Yardley,
Pennsylvania
|
$4K
|
–
|
–
|
–
|
|
|
518
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$4K
|
+$283
|
+6
|
+9%
|
|
|
519
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$3K
|
–
|
–
|
–
|
|
|
520
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$3K
|
+$2.55K
|
+54
|
New
|
|
|
521
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$2K
|
+$1.51K
|
+32
|
New
|
|
|
522
|
GeoWealth Management
Chicago,
Illinois
|
–
|
-$11.8M
|
-267,448
|
Closed
|
|
|
523
|
Barclays
London,
United Kingdom
|
–
|
-$5.98M
|
-135,002
|
Closed
|
|
|
524
|
Global Retirement Partners
San Rafael,
California
|
–
|
-$1.38M
|
-31,102
|
Closed
|
|
|
525
|
Flow Traders U.S.
New York
|
–
|
-$944K
|
-21,320
|
Closed
|
|
