|
301
|
Willingdon Wealth Management
Huntersville,
North Carolina
|
$10K
|
–
|
–
|
–
|
|
|
302
|
TrueWealth LLC
Atlanta,
Georgia
|
$9K
|
–
|
–
|
–
|
|
|
303
|
Clear Investment Research
Alpharetta,
Georgia
|
$9K
|
+$74
|
+1
|
+0.8%
|
|
|
304
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$8K
|
+$8.18K
|
+111
|
New
|
|
|
305
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$7K
|
-$11.8M
|
-159,564
|
-100%
|
|
|
306
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$7K
|
–
|
–
|
–
|
|
|
307
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$7K
|
+$7.37K
|
+100
|
New
|
|
|
308
|
Richard Bernstein Advisors
New York
|
$5K
|
-$158K
|
-2,139
|
-97%
|
|
|
309
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$5K
|
+$5.45K
|
+74
|
New
|
|
|
310
|
Avior Wealth Management
Omaha,
Nebraska
|
$4K
|
–
|
–
|
–
|
|
|
311
|
Blackhawk Capital Partners
Thiensville,
Wisconsin
|
$4K
|
–
|
–
|
–
|
|
|
312
|
Omnia Family Wealth
Aventura,
Florida
|
$3K
|
–
|
–
|
–
|
|
|
313
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$3K
|
+$1.1K
|
+15
|
+38%
|
|
|
314
|
TCI Wealth Advisors
Tucson,
Arizona
|
$3K
|
+$2.73K
|
+37
|
New
|
|
|
315
|
LifePlan Financial Group
Dayton,
Ohio
|
$3K
|
+$3.17K
|
+43
|
New
|
|
|
316
|
Focused Wealth Management
Newburgh,
New York
|
$2K
|
+$884
|
+12
|
+57%
|
|
|
317
|
Peak Capital Management
Greenwood Village,
Colorado
|
$2K
|
+$1.77K
|
+24
|
New
|
|
|
318
|
One Wealth Advisors
San Francisco,
California
|
$1K
|
–
|
–
|
–
|
|
|
319
|
AGF Investments LLC
Toronto,
Ontario, Canada
|
$1K
|
+$810
|
+11
|
New
|
|
|
320
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
–
|
-$127M
|
-1,756,962
|
Closed
|
|
|
321
|
Brandywine Managers
Hockessin,
Delaware
|
–
|
-$54.9M
|
-761,900
|
Closed
|
|
|
322
|
Advisory Research
Chicago,
Illinois
|
–
|
-$28.3M
|
-392,625
|
Closed
|
|
|
323
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
–
|
-$25.3M
|
-350,690
|
Closed
|
|
|
324
|
Quantitative Investment Management
Charlottesville,
Virginia
|
–
|
-$7.49M
|
-103,900
|
Closed
|
|
|
325
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
–
|
-$2.52M
|
-34,900
|
Closed
|
|
