|
301
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$11K
|
–
|
–
|
–
|
|
|
302
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$11K
|
+$10.5K
|
+300
|
New
|
|
|
303
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$10K
|
–
|
–
|
–
|
|
|
304
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$9K
|
–
|
–
|
–
|
|
|
305
|
Lindbrook Capital
Calabasas,
California
|
$8K
|
+$7.57K
|
+216
|
New
|
|
|
306
|
Parallel Advisors
San Francisco,
California
|
$7K
|
–
|
–
|
–
|
|
|
307
|
Global Retirement Partners
San Rafael,
California
|
$7K
|
+$35
|
+1
|
+0.6%
|
|
|
308
|
American Research & Management Company
Marion,
Massachusetts
|
$6K
|
+$5.26K
|
+150
|
New
|
|
|
309
|
RMR Wealth Builders
Montclair,
New Jersey
|
$6K
|
+$5.47K
|
+156
|
New
|
|
|
310
|
American Portfolios Advisors
Holbrook,
New York
|
$4.78K
|
+$1.05K
|
+30
|
+30%
|
|
|
311
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$4K
|
–
|
–
|
–
|
|
|
312
|
Larson Financial Group
St Louis,
Missouri
|
$2K
|
–
|
–
|
–
|
|
|
313
|
CVA Family Office
Denver,
Colorado
|
$2K
|
+$1.75K
|
+50
|
New
|
|
|
314
|
Berman Capital Advisors
Atlanta,
Georgia
|
$2K
|
+$2.77K
|
+79
|
New
|
|
|
315
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$1K
|
–
|
–
|
–
|
|
|
316
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$1K
|
+$526
|
+15
|
New
|
|
|
317
|
American International Group
New York
|
$56
|
-$4.8K
|
-137
|
-8%
|
|
|
318
|
Philadelphia Financial Management of San Francisco
San Francisco,
California
|
–
|
-$10.1M
|
-320,641
|
Closed
|
|
|
319
|
Hennessy Advisors Inc
Novato,
California
|
–
|
-$2.52M
|
-80,000
|
Closed
|
|
|
320
|
|
–
|
-$1.8M
|
-57,163
|
Closed
|
|
|
321
|
Holocene Advisors
New York
|
–
|
-$1.58M
|
-50,215
|
Closed
|
|
|
322
|
Y-Intercept (HK)
Hong Kong
|
–
|
-$919K
|
-29,254
|
Closed
|
|
|
323
|
Harvard Management Company
Boston,
Massachusetts
|
–
|
-$742K
|
-23,600
|
Closed
|
|
|
324
|
Kestra Advisory Services
Austin,
Texas
|
–
|
-$580K
|
-18,472
|
Closed
|
|
|
325
|
|
–
|
-$508K
|
-16,143
|
Closed
|
|
