|
376
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$1.35K
|
–
|
–
|
–
|
|
|
377
|
Private Ocean
San Rafael,
California
|
$1.14K
|
+$1.14K
|
+32
|
New
|
|
|
378
|
Rothschild Investment LLC
Chicago,
Illinois
|
$1.1K
|
–
|
–
|
–
|
|
|
379
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$1.03K
|
–
|
–
|
–
|
|
|
380
|
Financial Management Professionals
Austin,
Texas
|
$1K
|
–
|
–
|
–
|
|
|
381
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$996
|
–
|
–
|
–
|
|
|
382
|
AssetMark Inc
Concord,
California
|
$783
|
+$784
|
+22
|
New
|
|
|
383
|
Sunbelt Securities
Houston,
Texas
|
$462
|
–
|
–
|
–
|
|
|
384
|
Strategic Financial Concepts
San Antonio,
Texas
|
$284
|
+$370K
|
+10,380
|
New
|
|
|
385
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$186
|
+$178
|
+5
|
New
|
|
|
386
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$71
|
–
|
–
|
–
|
|
|
387
|
Salomon & Ludwin
Richmond,
Virginia
|
$36
|
–
|
–
|
–
|
|
|
388
|
Charles Schwab Investment Advisory
San Francisco,
California
|
–
|
-$1.4B
|
-39,180,523
|
Closed
|
|
|
389
|
New York Life Investment Management
New York
|
–
|
-$55M
|
-1,534,987
|
Closed
|
|
|
390
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
–
|
-$24.3M
|
-678,397
|
Closed
|
|
|
391
|
Means Investment Company
Bangor,
Maine
|
–
|
-$6.26M
|
-174,763
|
Closed
|
|
|
392
|
M Holdings Securities
Portland,
Oregon
|
–
|
-$3.16M
|
-88,346
|
Closed
|
|
|
393
|
Single Point Partners
Boston,
Massachusetts
|
–
|
-$1.01M
|
-28,233
|
Closed
|
|
|
394
|
OneAscent Financial Services
Birmingham,
Alabama
|
–
|
-$831K
|
-23,210
|
Closed
|
|
|
395
|
BCS Wealth Management
Johnson City,
Tennessee
|
–
|
-$736K
|
-20,572
|
Closed
|
|
|
396
|
NWAM LLC
Mercer Island,
Washington
|
–
|
-$482K
|
-13,479
|
Closed
|
|
|
397
|
WMS Partners
Towson,
Maryland
|
–
|
-$434K
|
-12,121
|
Closed
|
|
|
398
|
Robertson Stephens Wealth Management
San Francisco,
California
|
–
|
-$416K
|
-11,617
|
Closed
|
|
|
399
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$386K
|
-10,791
|
Closed
|
|
|
400
|
Canopy Partners
Cincinnati,
Ohio
|
–
|
-$368K
|
-10,268
|
Closed
|
|
