|
501
|
Concord Wealth Partners
Abingdon,
Virginia
|
$2.25K
|
–
|
–
|
–
|
|
|
502
|
Global Financial Private Client
Sarasota,
Florida
|
$2.25K
|
–
|
–
|
–
|
|
|
503
|
Red Tortoise LLC
Atlanta,
Georgia
|
$2.17K
|
–
|
–
|
–
|
|
|
504
|
Bruce G. Allen Investments
Denver,
Colorado
|
$2.17K
|
+$90
|
+1
|
+4%
|
|
|
505
|
Meeder Asset Management
Dublin,
Ohio
|
$2K
|
-$6.65K
|
-74
|
-76%
|
|
|
506
|
SJS Investment Consulting
Sylvania,
Ohio
|
$1.65K
|
-$180
|
-2
|
-10%
|
|
|
507
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$1.48K
|
+$90
|
+1
|
+6%
|
|
|
508
|
Raffa Wealth Management
Washington,
District of Columbia
|
$1.3K
|
–
|
–
|
–
|
|
|
509
|
Continuum Advisory
Eagle,
Idaho
|
$1.23K
|
+$1.35K
|
+15
|
New
|
|
|
510
|
TFC Financial Management
Boston,
Massachusetts
|
$1.04K
|
–
|
–
|
–
|
|
|
511
|
Provenance Wealth Advisors
Fort Lauderdale,
Florida
|
$954
|
–
|
–
|
–
|
|
|
512
|
Caldwell Sutter Capital
Sausalito,
California
|
$867
|
–
|
–
|
–
|
|
|
513
|
Signature Resources Capital Management
Newport Beach,
California
|
$719
|
–
|
–
|
–
|
|
|
514
|
Valued Wealth Advisors
Holladay,
Utah
|
$697
|
–
|
–
|
–
|
|
|
515
|
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
|
$693
|
–
|
–
|
–
|
|
|
516
|
Claris Advisors
St. Louis,
Missouri
|
$434
|
+$450
|
+5
|
New
|
|
|
517
|
Larson Financial Group
St Louis,
Missouri
|
$173
|
-$1.53K
|
-17
|
-89%
|
|
|
518
|
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
|
$146
|
–
|
–
|
–
|
|
|
519
|
Avior Wealth Management
Omaha,
Nebraska
|
$86
|
+$90
|
+1
|
New
|
|
|
520
|
Wellington Management Group
Boston,
Massachusetts
|
–
|
-$213M
|
-2,281,618
|
Closed
|
|
|
521
|
Epoch Investment Partners
New York
|
–
|
-$53.1M
|
-567,719
|
Closed
|
|
|
522
|
ALPS Advisors
Denver,
Colorado
|
–
|
-$10.5M
|
-112,513
|
Closed
|
|
|
523
|
Pearl River Capital
Niles,
Michigan
|
–
|
-$6.49M
|
-69,385
|
Closed
|
|
|
524
|
Consolidated Planning Corp
Atlanta,
Georgia
|
–
|
-$5.22M
|
-55,772
|
Closed
|
|
|
525
|
Aquatic Capital Management
Chicago,
Illinois
|
–
|
-$2.41M
|
-25,800
|
Closed
|
|
