|
501
|
Grandview Asset Management
Harrisburg,
Pennsylvania
|
$14K
|
+$14K
|
+130
|
New
|
|
|
502
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$12K
|
+$12K
|
+111
|
New
|
|
|
503
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$11K
|
+$11.1K
|
+103
|
New
|
|
|
504
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$8K
|
–
|
–
|
–
|
|
|
505
|
Interactive Financial Advisors
New Lenox,
Illinois
|
$8K
|
+$108
|
+1
|
+1%
|
|
|
506
|
Liberty Wealth Management
Oakland,
California
|
$7K
|
–
|
–
|
–
|
|
|
507
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$6K
|
-$1.2M
|
-11,153
|
-100%
|
|
|
508
|
Global Retirement Partners
San Rafael,
California
|
$5K
|
–
|
–
|
–
|
|
|
509
|
TimeScale Financial
Danvers,
Massachusetts
|
$5K
|
–
|
–
|
–
|
|
|
510
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$5K
|
+$4.53K
|
+42
|
New
|
|
|
511
|
Alpha DNA Investment Management
Columbia,
Maryland
|
$5K
|
+$5.5K
|
+51
|
New
|
|
|
512
|
Lenox Wealth Advisors
New York
|
$4K
|
+$216
|
+2
|
+6%
|
|
|
513
|
Renaissance Technologies
New York
|
–
|
-$4.63M
|
-42,800
|
Closed
|
|
|
514
|
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
|
–
|
-$3.09M
|
-28,580
|
Closed
|
|
|
515
|
Guggenheim Capital
Chicago,
Illinois
|
–
|
-$2.91M
|
-26,950
|
Closed
|
|
|
516
|
Aaron Wealth Advisors
Chicago,
Illinois
|
–
|
-$2.47M
|
-22,887
|
Closed
|
|
|
517
|
Horiko Capital Management
New York
|
–
|
-$1.47M
|
-13,600
|
Closed
|
|
|
518
|
Hoover Financial Advisors
Malvern,
Pennsylvania
|
–
|
-$566K
|
-5,238
|
Closed
|
|
|
519
|
Simplicity Solutions
Minneapolis,
Minnesota
|
–
|
-$505K
|
-4,672
|
Closed
|
|
|
520
|
Financial Advocates Investment Management
Olympia,
Washington
|
–
|
-$264K
|
-3,680
|
Closed
|
|
|
521
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
–
|
-$324K
|
-3,000
|
Closed
|
|
|
522
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
–
|
-$308K
|
-2,852
|
Closed
|
|
|
523
|
Wechter Feldman Wealth Management
Parsippany,
New Jersey
|
–
|
-$273K
|
-2,523
|
Closed
|
|
|
524
|
TRUADVICE
Sarasota,
Florida
|
–
|
-$257K
|
-2,372
|
Closed
|
|
|
525
|
Benchmark Wealth Management
Old Lyme,
Connecticut
|
–
|
-$250K
|
-2,316
|
Closed
|
|
