|
301
|
Compass Efficient Model Portfolios
Brentwood,
Tennessee
|
$22K
|
-$33K
|
-409
|
-59%
|
|
|
302
|
Westport Resources Management
Westport,
Connecticut
|
$20K
|
-$35.6K
|
-441
|
-63%
|
|
|
303
|
Colony Group
Boston,
Massachusetts
|
$20K
|
-$7.75K
|
-96
|
-19%
|
|
|
304
|
Evercore Wealth Management
New York
|
$19K
|
–
|
–
|
–
|
|
|
305
|
Private Ocean
San Rafael,
California
|
$16K
|
+$16.1K
|
+199
|
New
|
|
|
306
|
Partnervest Advisory Services
Santa Barbara,
California
|
$14K
|
+$5.65K
|
+70
|
+70%
|
|
|
307
|
Alexandria Capital
Arlington,
Virginia
|
$10K
|
–
|
–
|
–
|
|
|
308
|
Tompkins Financial
Ithaca,
New York
|
$9K
|
–
|
–
|
–
|
|
|
309
|
People's United Financial
Bridgeport,
Connecticut
|
$9K
|
+$9.45K
|
+117
|
New
|
|
|
310
|
Northern Trust
Chicago,
Illinois
|
$9K
|
+$904K
|
+11,199
|
New
|
|
|
311
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$6K
|
+$6.86K
|
+85
|
New
|
|
|
312
|
Focused Wealth Management
Newburgh,
New York
|
$5K
|
–
|
–
|
–
|
|
|
313
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$5K
|
+$4.68K
|
+58
|
New
|
|
|
314
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$5K
|
+$4.84K
|
+60
|
New
|
|
|
315
|
TCI Wealth Advisors
Tucson,
Arizona
|
$4K
|
–
|
–
|
–
|
|
|
316
|
Aviance Capital Management
Sarasota,
Florida
|
$2K
|
–
|
–
|
–
|
|
|
317
|
Madden Advisory Services
Jacksonville,
Florida
|
$2K
|
–
|
–
|
–
|
|
|
318
|
Tortoise Investment Management
White Plains,
New York
|
$2K
|
+$1.13K
|
+14
|
+233%
|
|
|
319
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$2K
|
+$1.78K
|
+22
|
New
|
|
|
320
|
South Georgia Capital
Naperville,
Illinois
|
$1K
|
+$969
|
+12
|
New
|
|
|
321
|
Northwestern Mutual Life Insurance Company
Milwaukee,
Wisconsin
|
–
|
-$21.8M
|
-269,595
|
Closed
|
|
|
322
|
First Eagle Investment Management
New York
|
–
|
-$8.14M
|
-100,625
|
Closed
|
|
|
323
|
Saba Capital Management
New York
|
–
|
-$4.78M
|
-59,117
|
Closed
|
|
|
324
|
Cornerstone Capital Management Holdings
New York
|
–
|
-$1.87M
|
-23,158
|
Closed
|
|
|
325
|
Regal Investment Advisors
Kentwood,
Michigan
|
–
|
-$1.63M
|
-20,132
|
Closed
|
|
