|
401
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$5K
|
–
|
–
|
–
|
|
|
402
|
Squar Milner Financial Services
Irvine,
California
|
$5K
|
–
|
–
|
–
|
|
|
403
|
Valeo Financial Advisors
Carmel,
Indiana
|
$5K
|
–
|
–
|
–
|
|
|
404
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$4K
|
–
|
–
|
–
|
|
|
405
|
Commonwealth Bank of Australia
Sydney, NSW,
Australia
|
$4K
|
+$4.25K
|
+48
|
New
|
|
|
406
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$3K
|
-$1.06K
|
-12
|
-25%
|
|
|
407
|
Hudock Inc
Williamsport,
Pennsylvania
|
$3K
|
–
|
–
|
–
|
|
|
408
|
Omnia Family Wealth
Aventura,
Florida
|
$3K
|
–
|
–
|
–
|
|
|
409
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$3K
|
+$2.65K
|
+30
|
New
|
|
|
410
|
Bremer Bank National Association
St Paul,
Minnesota
|
$3K
|
+$2.92K
|
+33
|
New
|
|
|
411
|
Thornburg Investment Management
Santa Fe,
New Mexico
|
$3K
|
+$3.01K
|
+34
|
New
|
|
|
412
|
IFP Advisors
Tampa,
Florida
|
$2K
|
-$11.6K
|
-131
|
-87%
|
|
|
413
|
Fortis Advisors
Wayne,
Pennsylvania
|
$2K
|
–
|
–
|
–
|
|
|
414
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$2K
|
–
|
–
|
–
|
|
|
415
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$2K
|
–
|
–
|
–
|
|
|
416
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$2K
|
–
|
–
|
–
|
|
|
417
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$2K
|
–
|
–
|
–
|
|
|
418
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$2K
|
–
|
–
|
–
|
|
|
419
|
Raffa Wealth Management
Washington,
District of Columbia
|
$1.38K
|
–
|
–
|
–
|
|
|
420
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$1K
|
–
|
–
|
–
|
|
|
421
|
Fidelity International
Hamilton,
Bermuda
|
$1K
|
+$177
|
+2
|
+17%
|
|
|
422
|
Alera Investment Advisors
Deerfield,
Illinois
|
$1K
|
+$531
|
+6
|
New
|
|
|
423
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$1K
|
+$974
|
+11
|
New
|
|
|
424
|
|
–
|
-$35.4M
|
-426,826
|
Closed
|
|
|
425
|
Miura Global Management
New York
|
–
|
-$29.8M
|
-360,000
|
Closed
|
|
