|
401
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$30K
|
+$35.6K
|
+3,000
|
New
|
|
|
402
|
Penserra Capital Management
Orinda,
California
|
$25K
|
+$29.9K
|
+2,521
|
New
|
|
|
403
|
Westside Investment Management
Santa Monica,
California
|
$22.9K
|
+$4.74K
|
+400
|
+20%
|
|
|
404
|
Global Retirement Partners
San Rafael,
California
|
$20K
|
–
|
–
|
–
|
|
|
405
|
Partnervest Advisory Services
Santa Barbara,
California
|
$20K
|
+$23.7K
|
+2,000
|
New
|
|
|
406
|
Envestnet Asset Management
Chicago,
Illinois
|
$19K
|
-$117K
|
-9,857
|
-85%
|
|
|
407
|
Guardian Life Insurance
New York
|
$19K
|
-$8.49K
|
-716
|
-27%
|
|
|
408
|
TCI Wealth Advisors
Tucson,
Arizona
|
$19K
|
+$16.8K
|
+1,421
|
+333%
|
|
|
409
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$18K
|
-$3.2K
|
-270
|
-13%
|
|
|
410
|
Regions Financial Corp
Birmingham,
Alabama
|
$17K
|
+$6.72K
|
+567
|
+52%
|
|
|
411
|
AlphaOne Investment Services
West Chester,
Pennsylvania
|
$17K
|
+$20.2K
|
+1,700
|
New
|
|
|
412
|
Huntington National Bank
Columbus,
Ohio
|
$15K
|
-$5.93K
|
-500
|
-25%
|
|
|
413
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$15K
|
–
|
–
|
–
|
|
|
414
|
Creative Financial Designs
Kokomo,
Indiana
|
$15K
|
+$8.67K
|
+731
|
+91%
|
|
|
415
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$14K
|
-$2.37K
|
-200
|
-13%
|
|
|
416
|
Bartlett & Co
Cincinnati,
Ohio
|
$14K
|
–
|
–
|
–
|
|
|
417
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$13.6K
|
+$16K
|
+1,350
|
New
|
|
|
418
|
Parallel Advisors
San Francisco,
California
|
$12K
|
-$1.2K
|
-101
|
-8%
|
|
|
419
|
Parisi Gray Wealth Management
Mendham,
New Jersey
|
$12K
|
–
|
–
|
–
|
|
|
420
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$11K
|
+$13.3K
|
+1,120
|
New
|
|
|
421
|
Cable Hill Partners
Portland,
Oregon
|
$10K
|
-$74.7K
|
-6,300
|
-86%
|
|
|
422
|
Pathstone Family Office
Englewood,
New Jersey
|
$10K
|
–
|
–
|
–
|
|
|
423
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$10K
|
+$11.9K
|
+1,000
|
New
|
|
|
424
|
NVWM LLC
Yardley,
Pennsylvania
|
$10K
|
+$12.5K
|
+1,058
|
New
|
|
|
425
|
Gemmer Asset Management
Walnut Creek,
California
|
$9K
|
+$95
|
+8
|
+1%
|
|
