|
326
|
Valeo Financial Advisors
Carmel,
Indiana
|
$15K
|
–
|
–
|
–
|
|
|
327
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$14K
|
-$2.7K
|
-55
|
-16%
|
|
|
328
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$13K
|
+$1.33K
|
+27
|
+11%
|
|
|
329
|
Rockefeller Capital Management
New York
|
$13K
|
+$12K
|
+244
|
+938%
|
|
|
330
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$11K
|
-$31.6K
|
-643
|
-74%
|
|
|
331
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$11K
|
–
|
–
|
–
|
|
|
332
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$10K
|
–
|
–
|
–
|
|
|
333
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$10K
|
–
|
–
|
–
|
|
|
334
|
Trust Company
Manhattan,
Kansas
|
$10K
|
–
|
–
|
–
|
|
|
335
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$9K
|
+$8.59K
|
+175
|
New
|
|
|
336
|
Wealth Quarterback
Toms River,
New Jersey
|
$7.47K
|
+$27.8K
|
+567
|
New
|
|
|
337
|
Kelly Financial Services
Braintree,
Massachusetts
|
$7.41K
|
–
|
–
|
–
|
|
|
338
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$7K
|
-$2.6K
|
-53
|
-25%
|
|
|
339
|
Allworth Financial
Folsom,
California
|
$7K
|
+$6.97K
|
+142
|
New
|
|
|
340
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$6K
|
–
|
–
|
–
|
|
|
341
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$6K
|
+$6.14K
|
+125
|
New
|
|
|
342
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$5K
|
–
|
–
|
–
|
|
|
343
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$3K
|
+$344
|
+7
|
+18%
|
|
|
344
|
LifePlan Financial Group
Dayton,
Ohio
|
$3K
|
+$2.55K
|
+52
|
New
|
|
|
345
|
Golden State Wealth Management
Santa Ana,
California
|
$3K
|
+$3.39K
|
+69
|
New
|
|
|
346
|
CVA Family Office
Denver,
Colorado
|
$2K
|
+$1.72K
|
+35
|
New
|
|
|
347
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$2K
|
+$1.77K
|
+36
|
New
|
|
|
348
|
Engrave Wealth Partners
The Woodlands,
Texas
|
$1K
|
–
|
–
|
–
|
|
|
349
|
Squar Milner Financial Services
Irvine,
California
|
$1K
|
–
|
–
|
–
|
|
|
350
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
–
|
-$78M
|
-1,583,489
|
Closed
|
|
