|
501
|
NVWM LLC
Yardley,
Pennsylvania
|
$4K
|
–
|
–
|
–
|
|
|
502
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$4K
|
–
|
–
|
–
|
|
|
503
|
Osborn Williams & Donohoe
Cincinnati,
Ohio
|
$4K
|
+$3.66K
|
+70
|
New
|
|
|
504
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$4K
|
+$4.23K
|
+81
|
New
|
|
|
505
|
Titus Wealth Management
Larskpur,
California
|
$3.11K
|
-$248K
|
-4,754
|
-8%
|
|
|
506
|
AssetMark Inc
Concord,
California
|
$3K
|
–
|
–
|
–
|
|
|
507
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$3K
|
–
|
–
|
–
|
|
|
508
|
Zions Bancorporation
Salt Lake City,
Utah
|
$3K
|
+$2.67K
|
+51
|
New
|
|
|
509
|
Centaurus Financial
Anaheim,
California
|
$2.65K
|
+$7.42K
|
+142
|
New
|
|
|
510
|
Oakworth Capital
Birmingham,
Alabama
|
$2K
|
-$43.1K
|
-824
|
-96%
|
|
|
511
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$2K
|
–
|
–
|
–
|
|
|
512
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$2K
|
–
|
–
|
–
|
|
|
513
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$2K
|
+$1.99K
|
+38
|
New
|
|
|
514
|
Destination Wealth Management
Walnut Creek,
California
|
$2K
|
+$2.19K
|
+42
|
New
|
|
|
515
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1K
|
-$659K
|
-12,606
|
-100%
|
|
|
516
|
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
|
$1K
|
-$52
|
-1
|
-5%
|
|
|
517
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$1K
|
+$52
|
+1
|
+4%
|
|
|
518
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$1K
|
+$1.2K
|
+23
|
New
|
|
|
519
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$1K
|
+$1.41K
|
+27
|
New
|
|
|
520
|
Koshinski Asset Management
Decatur,
Illinois
|
$720
|
+$702K
|
+13,439
|
New
|
|
|
521
|
Howland Capital Management
Boston,
Massachusetts
|
–
|
-$21.9M
|
-450,487
|
Closed
|
|
|
522
|
1607 Capital Partners
Richmond,
Virginia
|
–
|
-$21.3M
|
-438,708
|
Closed
|
|
|
523
|
AllianceBernstein
Nashville,
Tennessee
|
–
|
-$20.3M
|
-417,900
|
Closed
|
|
|
524
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
–
|
-$17.2M
|
-353,730
|
Closed
|
|
|
525
|
Permian Investment Partners
Dallas,
Texas
|
–
|
-$17M
|
-350,000
|
Closed
|
|
