|
401
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$10K
|
+$225
|
+3
|
+2%
|
|
|
402
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$10K
|
+$11.3K
|
+150
|
New
|
|
|
403
|
Ballast Advisors
Woodbury,
Minnesota
|
$9K
|
-$23.5K
|
-313
|
-70%
|
|
|
404
|
Evermay Wealth Management
Arlington,
Virginia
|
$9K
|
–
|
–
|
–
|
|
|
405
|
Investors Asset Management of Georgia
Atlanta,
Georgia
|
$9K
|
–
|
–
|
–
|
|
|
406
|
Eagle Bay Advisors
New York
|
$8K
|
–
|
–
|
–
|
|
|
407
|
Parallel Advisors
San Francisco,
California
|
$7K
|
+$3.68K
|
+49
|
+98%
|
|
|
408
|
Asset Dedication LLC
San Francisco,
California
|
$7K
|
+$7.06K
|
+94
|
New
|
|
|
409
|
Realta Investment Advisors
Wilmington,
Delaware
|
$7K
|
+$7.66K
|
+102
|
New
|
|
|
410
|
Retirement Group
San Diego,
California
|
$6K
|
-$134K
|
-1,789
|
-95%
|
|
|
411
|
Tortoise Investment Management
White Plains,
New York
|
$6K
|
+$600
|
+8
|
+9%
|
|
|
412
|
Barrett & Company
Providence,
Rhode Island
|
$4.02K
|
+$4.2K
|
+56
|
New
|
|
|
413
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$3.43K
|
+$195K
|
+2,600
|
+6%
|
|
|
414
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$3K
|
–
|
–
|
–
|
|
|
415
|
Macroview Investment Management
Bethesda,
Maryland
|
$3K
|
–
|
–
|
–
|
|
|
416
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$2K
|
–
|
–
|
–
|
|
|
417
|
PFG Private Wealth Management
Lutz,
Florida
|
$2K
|
–
|
–
|
–
|
|
|
418
|
Blue Trust Inc
Alpharetta,
Georgia
|
$1K
|
–
|
–
|
–
|
|
|
419
|
Principle Wealth Partners
Madison,
Connecticut
|
$555
|
–
|
–
|
–
|
|
|
420
|
Westside Investment Management
Santa Monica,
California
|
$103
|
–
|
–
|
–
|
|
|
421
|
Freestone Capital Holdings
Seattle,
Washington
|
–
|
-$3.36M
|
-46,788
|
Closed
|
|
|
422
|
Citadel Advisors
Miami,
Florida
|
–
|
-$3.26M
|
-45,378
|
Closed
|
|
|
423
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
–
|
-$2.64M
|
-35,548
|
Closed
|
|
|
424
|
Meridian Wealth Management
Lexington,
Kentucky
|
–
|
-$860K
|
-11,967
|
Closed
|
|
|
425
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
–
|
-$777K
|
-10,809
|
Closed
|
|
