|
401
|
West Oak Capital
Westlake Village,
California
|
$40K
|
–
|
–
|
–
|
|
|
402
|
Rockefeller Capital Management
New York
|
$35K
|
-$602K
|
-13,546
|
-95%
|
|
|
403
|
Wolverine Asset Management
Chicago,
Illinois
|
$33K
|
+$800
|
+18
|
+3%
|
|
|
404
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$31K
|
+$26.6K
|
+598
|
New
|
|
|
405
|
First Horizon Corporation
Memphis,
Tennessee
|
$29K
|
+$5.82K
|
+131
|
+31%
|
|
|
406
|
Allworth Financial
Folsom,
California
|
$26K
|
+$22.2K
|
+500
|
New
|
|
|
407
|
Whittier Trust
South Pasadena,
California
|
$24K
|
–
|
–
|
–
|
|
|
408
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$23K
|
+$13.8K
|
+311
|
+270%
|
|
|
409
|
Altus Wealth Group
Colorado Springs,
Colorado
|
$23K
|
+$19.1K
|
+430
|
New
|
|
|
410
|
Valeo Financial Advisors
Carmel,
Indiana
|
$21K
|
+$3.15K
|
+71
|
+22%
|
|
|
411
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$19K
|
-$663K
|
-14,924
|
-98%
|
|
|
412
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$19K
|
+$15.9K
|
+357
|
New
|
|
|
413
|
Gemmer Asset Management
Walnut Creek,
California
|
$17K
|
-$2.89K
|
-65
|
-17%
|
|
|
414
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$16K
|
+$13.2K
|
+296
|
New
|
|
|
415
|
Montag & Associates
Atlanta,
Georgia
|
$14K
|
+$12.1K
|
+273
|
New
|
|
|
416
|
FourThought Financial
Venice,
Florida
|
$13K
|
+$10.9K
|
+246
|
New
|
|
|
417
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$12K
|
–
|
–
|
–
|
|
|
418
|
Pathstone Family Office
Englewood,
New Jersey
|
$12K
|
+$8.18K
|
+184
|
+400%
|
|
|
419
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$11K
|
–
|
–
|
–
|
|
|
420
|
Private Capital Group
West Hartford,
Connecticut
|
$10K
|
+$800
|
+18
|
+10%
|
|
|
421
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$8K
|
-$70.7K
|
-1,590
|
-91%
|
|
|
422
|
MPS Loria Financial Planners
Burr Ridge,
Illinois
|
$7K
|
–
|
–
|
–
|
|
|
423
|
Janiczek Wealth Management
Denver,
Colorado
|
$7K
|
+$2.67K
|
+60
|
+88%
|
|
|
424
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$7K
|
+$5.55K
|
+125
|
New
|
|
|
425
|
TD Private Client Wealth
New York
|
$6.71K
|
+$5.64K
|
+127
|
New
|
|
