|
301
|
KWMG LLC
Overland Park,
Kansas
|
$5K
|
–
|
–
|
–
|
|
|
302
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$4K
|
–
|
–
|
–
|
|
|
303
|
Permanens Capital
New York
|
$4K
|
+$3.71K
|
+50
|
New
|
|
|
304
|
Willingdon Wealth Management
Huntersville,
North Carolina
|
$4K
|
+$3.71K
|
+50
|
New
|
|
|
305
|
Larson Financial Group
St Louis,
Missouri
|
$3K
|
+$371
|
+5
|
+14%
|
|
|
306
|
Gradient Investments
Arden Hills,
Minnesota
|
$2K
|
–
|
–
|
–
|
|
|
307
|
NVWM LLC
Yardley,
Pennsylvania
|
$2K
|
–
|
–
|
–
|
|
|
308
|
First Command Advisory Services
Fort Worth,
Texas
|
$1K
|
–
|
–
|
–
|
|
|
309
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$1K
|
–
|
–
|
–
|
|
|
310
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$1K
|
–
|
–
|
–
|
|
|
311
|
Requisite Capital Management
Dallas,
Texas
|
$1K
|
+$519
|
+7
|
New
|
|
|
312
|
LVZ Inc
Holland,
Michigan
|
–
|
-$20.6M
|
-297,877
|
Closed
|
|
|
313
|
|
–
|
-$20.1M
|
-291,720
|
Closed
|
|
|
314
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
–
|
-$6.76M
|
-97,975
|
Closed
|
|
|
315
|
Pitcairn
Conshohocken,
Pennsylvania
|
–
|
-$4.68M
|
-67,763
|
Closed
|
|
|
316
|
Intelligence Driven Advisers
Carlsbad,
California
|
–
|
-$3.76M
|
-54,406
|
Closed
|
|
|
317
|
Smart Money Group
Eastland,
Texas
|
–
|
-$3.44M
|
-49,841
|
Closed
|
|
|
318
|
Washington Trust Bank
Spokane,
Washington
|
–
|
-$3.29M
|
-47,606
|
Closed
|
|
|
319
|
Coldstream Capital Management
Bellevue,
Washington
|
–
|
-$3.16M
|
-45,738
|
Closed
|
|
|
320
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
–
|
-$2.23M
|
-28,869
|
Closed
|
|
|
321
|
Clearstead Advisors
Cleveland,
Ohio
|
–
|
-$1.2M
|
-17,373
|
Closed
|
|
|
322
|
Harding Loevner
Bridgewater,
New Jersey
|
–
|
-$750K
|
-10,864
|
Closed
|
|
|
323
|
ACG Wealth
Atlanta,
Georgia
|
–
|
-$348K
|
-5,034
|
Closed
|
|
|
324
|
Neuberger Berman Group
New York
|
–
|
-$320K
|
-4,626
|
Closed
|
|
|
325
|
Freedom Investment Management
Hartford,
Connecticut
|
–
|
-$270K
|
-3,904
|
Closed
|
|
