|
1001
|
ADE LLC
Baltimore,
Maryland
|
$5K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1002
|
Annapolis Financial Services
Annapolis,
Maryland
|
$5K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1003
|
Aspire Private Capital
Cornelius,
North Carolina
|
$5K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1004
|
Macroview Investment Management
Bethesda,
Maryland
|
$5K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
1005
|
SouthState Corp
Winter Haven,
Florida
|
$5K
|
+$4.56K
|
1
|
0%
|
New
|
|
|
1006
|
Wolff Wiese Magana
Carslbad,
California
|
$5K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1007
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$4K
|
+$4.47K
|
1
|
0%
|
New
|
|
|
1008
|
Ironwood Financial
Tucson,
Arizona
|
$4K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1009
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$4K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1010
|
Larson Financial Group
St Louis,
Missouri
|
$4K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1011
|
Rockbridge Investment Management
Syracuse,
New York
|
$4K
|
-$1.52K
|
1
|
0%
|
Reduced
|
|
|
1012
|
Tarbox Family Office
Newport Beach,
California
|
$4K
|
$0
|
2
|
0%
|
Maintained
|
|
|
1013
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$4K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1014
|
Winch Advisory Services
Appleton,
Wisconsin
|
$4K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1015
|
West Paces Advisors
Atlanta,
Georgia
|
$3.79K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1016
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$3.16K
|
-$489
|
1
|
0%
|
Reduced
|
|
|
1017
|
Financial Enhancement Group
Anderson,
Indiana
|
$3K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1018
|
Manchester Capital Management
Manchester,
Vermont
|
$3K
|
+$3.81K
|
1
|
0%
|
New
|
|
|
1019
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$3K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1020
|
Tradition Wealth Management
Edina,
Minnesota
|
$3K
|
+$3.32K
|
1
|
0%
|
New
|
|
|
1021
|
Versant Capital Management
Phoenix,
Arizona
|
$3K
|
$0
|
4
|
0%
|
Maintained
|
|
|
1022
|
Credential Qtrade Securities
Vancouver,
|
$2.84K
|
+$2.74K
|
1
|
0%
|
New
|
|
|
1023
|
Berkshire Capital Holdings
San Jose,
California
|
$2K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1024
|
Central Trust Company
Jefferson City,
Missouri
|
$2K
|
-$13K
|
1
|
0%
|
Reduced
|
|
|
1025
|
Horizon Financial Services
Winston Salem,
North Carolina
|
$2K
|
$0
|
1
|
0%
|
Maintained
|
|