|
851
|
AllSquare Wealth Management
Albany,
New York
|
$7K
|
–
|
–
|
–
|
|
|
852
|
Gemmer Asset Management
Walnut Creek,
California
|
$7K
|
+$3.26K
|
+9
|
+82%
|
|
|
853
|
Raffa Wealth Management
Washington,
District of Columbia
|
$6.95K
|
-$2.17K
|
-6
|
-24%
|
|
|
854
|
Bartlett & Co
Cincinnati,
Ohio
|
$6K
|
–
|
–
|
–
|
|
|
855
|
Nelson Capital Management
Menlo Park,
California
|
$6K
|
+$5.8K
|
+16
|
New
|
|
|
856
|
Index Management Solutions
Philadelphia,
Pennsylvania
|
$5K
|
+$2.17K
|
+6
|
+86%
|
|
|
857
|
CapWealth Advisors
Franklin,
Tennessee
|
$5K
|
+$5.07K
|
+14
|
New
|
|
|
858
|
Independent Portfolio Consultants
Boca Raton,
Florida
|
$5K
|
+$5.07K
|
+14
|
New
|
|
|
859
|
Kanaly Trust
Houston,
Texas
|
$4K
|
–
|
–
|
–
|
|
|
860
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$4K
|
–
|
–
|
–
|
|
|
861
|
Mitsubishi UFJ Securities
Tokyo,
Japan
|
$4K
|
+$3.62K
|
+10
|
New
|
|
|
862
|
Arden Trust
Wilmington,
Delaware
|
$3.67K
|
+$907K
|
+2,503
|
+33%
|
|
|
863
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$3K
|
–
|
–
|
–
|
|
|
864
|
Domani Wealth
Lancaster,
Pennsylvania
|
$2.52K
|
+$334K
|
+921
|
New
|
|
|
865
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$1K
|
-$1.71M
|
-4,730
|
-100%
|
|
|
866
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$1K
|
–
|
–
|
–
|
|
|
867
|
Oakworth Capital
Birmingham,
Alabama
|
$1K
|
–
|
–
|
–
|
|
|
868
|
River Road Asset Management
Louisville,
Kentucky
|
–
|
-$28.5M
|
-79,724
|
Closed
|
|
|
869
|
Stack Financial Management
Whitefish,
Montana
|
–
|
-$20.9M
|
-58,362
|
Closed
|
|
|
870
|
Stoneridge Investment Partners
Radnor,
Pennsylvania
|
–
|
-$8.74M
|
-24,454
|
Closed
|
|
|
871
|
Centre Asset Management
New York
|
–
|
-$6.36M
|
-17,780
|
Closed
|
|
|
872
|
Mader & Shannon Wealth Management
Kansas City,
Missouri
|
–
|
-$4.59M
|
-12,840
|
Closed
|
|
|
873
|
Alpenglow Capital
San Carlos,
California
|
–
|
-$4.36M
|
-12,200
|
Closed
|
|
|
874
|
Santa Fe Partners
Santa Fe,
New Mexico
|
–
|
-$3.98M
|
-11,120
|
Closed
|
|
|
875
|
Nomura Holdings
Tokyo,
Japan
|
–
|
-$3.6M
|
-10,065
|
Closed
|
|
