|
201
|
Kabarec Financial Advisors
Palatine,
Illinois
|
$25K
|
–
|
–
|
–
|
|
|
202
|
Avantax Planning Partners
Dubuque,
Iowa
|
$25K
|
+$24.9K
|
+1,000
|
New
|
|
|
203
|
Perigon Wealth Management
San Francisco,
California
|
$24K
|
–
|
–
|
–
|
|
|
204
|
AllSquare Wealth Management
Albany,
New York
|
$23K
|
–
|
–
|
–
|
|
|
205
|
Edge Advisors
Atlanta,
Georgia
|
$23K
|
+$50
|
+2
|
+0.2%
|
|
|
206
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$21K
|
+$20.5K
|
+824
|
New
|
|
|
207
|
Elmwood Wealth Management
Berkeley,
California
|
$19.3K
|
+$19.3K
|
+776
|
New
|
|
|
208
|
West Oak Capital
Westlake Village,
California
|
$18.2K
|
+$18.2K
|
+730
|
New
|
|
|
209
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$17.5K
|
–
|
–
|
–
|
|
|
210
|
Simon Quick Advisors
Morristown,
New Jersey
|
$15K
|
+$50
|
+2
|
+0.3%
|
|
|
211
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$14K
|
–
|
–
|
–
|
|
|
212
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$11K
|
+$11.5K
|
+460
|
New
|
|
|
213
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$10K
|
–
|
–
|
–
|
|
|
214
|
TrueWealth LLC
Atlanta,
Georgia
|
$10K
|
+$50
|
+2
|
+0.5%
|
|
|
215
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$8K
|
-$19K
|
-762
|
-71%
|
|
|
216
|
Armor Investment Advisors
Raleigh,
North Carolina
|
$6K
|
–
|
–
|
–
|
|
|
217
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$6K
|
+$2.79K
|
+112
|
+84%
|
|
|
218
|
Accurate Investment Solutions
Seven Fields,
Pennsylvania
|
$4K
|
–
|
–
|
–
|
|
|
219
|
|
$4K
|
+$2.54K
|
+102
|
+340%
|
|
|
220
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$2K
|
-$464K
|
-18,596
|
-100%
|
|
|
221
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$2K
|
–
|
–
|
–
|
|
|
222
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$2K
|
+$2.49K
|
+100
|
New
|
|
|
223
|
Sutton Wealth Advisors
Tampa,
Florida
|
$299
|
–
|
–
|
–
|
|
|
224
|
Scharf Investments
Los Gatos,
California
|
–
|
-$6.75M
|
-269,738
|
Closed
|
|
|
225
|
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
–
|
-$6.69M
|
-267,344
|
Closed
|
|
