|
201
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$11K
|
–
|
–
|
–
|
|
|
202
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$11K
|
+$266
|
+21
|
+3%
|
|
|
203
|
FSA Wealth Management
Needham,
Massachusetts
|
$11K
|
+$9.49K
|
+750
|
New
|
|
|
204
|
Vantage Consulting Group
Virginia Beach,
Virginia
|
$9K
|
+$7.43K
|
+587
|
New
|
|
|
205
|
|
$8K
|
-$784
|
-62
|
-11%
|
|
|
206
|
Tarbox Family Office
Newport Beach,
California
|
$7K
|
–
|
–
|
–
|
|
|
207
|
International Assets Investment Management
Orlando,
Florida
|
$7K
|
+$2.92K
|
+231
|
New
|
|
|
208
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$6K
|
+$240
|
+19
|
+5%
|
|
|
209
|
Fidelity Investments
Boston,
Massachusetts
|
$6K
|
+$1.54K
|
+122
|
+42%
|
|
|
210
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$5.17K
|
–
|
–
|
–
|
|
|
211
|
EARNEST Partners
Atlanta,
Georgia
|
$5K
|
–
|
–
|
–
|
|
|
212
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$5K
|
+$911
|
+72
|
+30%
|
|
|
213
|
Geneos Wealth Management
Englewood,
Colorado
|
$4K
|
–
|
–
|
–
|
|
|
214
|
Lindbrook Capital
Calabasas,
California
|
$4K
|
–
|
–
|
–
|
|
|
215
|
RPG Investment Advisory
Pleasanton,
California
|
$4K
|
–
|
–
|
–
|
|
|
216
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$4K
|
–
|
–
|
–
|
|
|
217
|
Point72 Hong Kong
Hong Kong
|
$4K
|
+$3.07K
|
+243
|
New
|
|
|
218
|
Childress Capital Advisors
Houston,
Texas
|
$4K
|
+$3.85K
|
+304
|
New
|
|
|
219
|
Berman Capital Advisors
Atlanta,
Georgia
|
$1K
|
-$645
|
-51
|
-28%
|
|
|
220
|
Advisory Services Network
Atlanta,
Georgia
|
$1K
|
-$367
|
-29
|
-40%
|
|
|
221
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$1K
|
+$557
|
+44
|
New
|
|
|
222
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
$1K
|
+$582
|
+46
|
New
|
|
|
223
|
Valeo Financial Advisors
Carmel,
Indiana
|
$1K
|
+$797
|
+63
|
New
|
|
|
224
|
Edge Wealth Management
New York
|
$1K
|
+$1.14K
|
+90
|
New
|
|
|
225
|
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
–
|
-$1.24M
|
-121,663
|
Closed
|
|
