|
301
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$8K
|
–
|
–
|
–
|
|
|
302
|
Evoke Wealth
Los Angeles,
California
|
$7K
|
–
|
–
|
–
|
|
|
303
|
Rockefeller Capital Management
New York
|
$6K
|
-$730K
|
-17,317
|
-99%
|
|
|
304
|
Bell Investment Advisors
Oakland,
California
|
$6K
|
+$5.82K
|
+138
|
New
|
|
|
305
|
Cahill Financial Advisors
Edina,
Minnesota
|
$6K
|
+$6.2K
|
+147
|
New
|
|
|
306
|
Investment Research & Advisory Group
Atlanta,
Georgia
|
$5K
|
–
|
–
|
–
|
|
|
307
|
Asset Dedication LLC
San Francisco,
California
|
$5K
|
+$4.93K
|
+117
|
New
|
|
|
308
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$4.18K
|
+$4.22K
|
+100
|
New
|
|
|
309
|
Concord Wealth Partners
Abingdon,
Virginia
|
$4K
|
–
|
–
|
–
|
|
|
310
|
Jones Financial Companies
Des Peres,
Missouri
|
$4K
|
–
|
–
|
–
|
|
|
311
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$3K
|
–
|
–
|
–
|
|
|
312
|
Central Trust Company
Jefferson City,
Missouri
|
$2K
|
-$18.8K
|
-446
|
-90%
|
|
|
313
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$2K
|
–
|
–
|
–
|
|
|
314
|
McIlrath & Eck
Arlington,
Washington
|
$2K
|
–
|
–
|
–
|
|
|
315
|
Norway Savings Bank
Portland,
Maine
|
$2K
|
–
|
–
|
–
|
|
|
316
|
Toth Financial Advisory
Leesburg,
Virginia
|
$2K
|
–
|
–
|
–
|
|
|
317
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1K
|
–
|
–
|
–
|
|
|
318
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$1K
|
–
|
–
|
–
|
|
|
319
|
Parallel Advisors
San Francisco,
California
|
$1K
|
–
|
–
|
–
|
|
|
320
|
Versant Capital Management
Phoenix,
Arizona
|
$1K
|
–
|
–
|
–
|
|
|
321
|
US Bancorp
Minneapolis,
Minnesota
|
$1K
|
+$843
|
+20
|
New
|
|
|
322
|
CVA Family Office
Denver,
Colorado
|
$1K
|
+$1.22K
|
+29
|
+290%
|
|
|
323
|
Sandler Capital Management
New York
|
–
|
-$7.29M
|
-168,794
|
Closed
|
|
|
324
|
Wellington Management Group
Boston,
Massachusetts
|
–
|
-$6.08M
|
-140,695
|
Closed
|
|
|
325
|
Thames Capital Management
Roseland,
New Jersey
|
–
|
-$5.44M
|
-125,818
|
Closed
|
|
