|
301
|
First Personal Financial Services
Charlotte,
North Carolina
|
$21K
|
+$14.4K
|
+163
|
+181%
|
|
|
302
|
GAM Systematic
Cambridge,
United Kingdom
|
$18K
|
+$19.8K
|
+224
|
New
|
|
|
303
|
Brick & Kyle Associates
Newtown,
Pennsylvania
|
$16K
|
–
|
–
|
–
|
|
|
304
|
AssetMark Inc
Concord,
California
|
$16K
|
+$16.8K
|
+190
|
New
|
|
|
305
|
Gemmer Asset Management
Walnut Creek,
California
|
$15K
|
+$1.15K
|
+13
|
+7%
|
|
|
306
|
Bartlett & Co
Cincinnati,
Ohio
|
$14K
|
+$14.7K
|
+166
|
New
|
|
|
307
|
LBA Wealth Management
Jacksonville,
Florida
|
$13K
|
–
|
–
|
–
|
|
|
308
|
Weaver C. Barksdale & Associates
Nashville,
Tennessee
|
$12K
|
+$12.8K
|
+145
|
New
|
|
|
309
|
Creative Planning
Overland Park,
Kansas
|
$11K
|
+$2.47K
|
+28
|
+25%
|
|
|
310
|
TIAA CREF Investment Management
New York
|
$9.91K
|
-$888K
|
-10,061
|
-8%
|
|
|
311
|
WFG Advisors
Dallas,
Texas
|
$8K
|
–
|
–
|
–
|
|
|
312
|
Thompson Davis & Co
Richmond,
Virginia
|
$5K
|
-$210K
|
-2,376
|
-98%
|
|
|
313
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$5K
|
–
|
–
|
–
|
|
|
314
|
First Interstate Bank
Billings,
Montana
|
$5K
|
–
|
–
|
–
|
|
|
315
|
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
|
$4.5K
|
–
|
–
|
–
|
|
|
316
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$4K
|
+$2.83K
|
+32
|
+200%
|
|
|
317
|
Howe & Rusling
Rochester,
New York
|
$3K
|
+$883
|
+10
|
+33%
|
|
|
318
|
Huntington National Bank
Columbus,
Ohio
|
$2K
|
-$34.5K
|
-391
|
-95%
|
|
|
319
|
|
$2K
|
–
|
–
|
–
|
|
|
320
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$2K
|
+$2.38K
|
+27
|
New
|
|
|
321
|
VOYA Investment Management
Atlanta,
Georgia
|
$1.09K
|
-$313K
|
-3,543
|
-21%
|
|
|
322
|
Hanseatic Management Services
Albuquerque,
New Mexico
|
$1K
|
-$1.94K
|
-22
|
-59%
|
|
|
323
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$1K
|
–
|
–
|
–
|
|
|
324
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$1K
|
–
|
–
|
–
|
|
|
325
|
GCA Investment Management
New York
|
–
|
-$15.5M
|
-172,398
|
Closed
|
|
