|
401
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$4K
|
–
|
–
|
–
|
|
|
402
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$4K
|
–
|
–
|
–
|
|
|
403
|
Dundas Partners
Edinburgh,
United Kingdom
|
$4K
|
+$3.67K
|
+55
|
New
|
|
|
404
|
WhitTier Trust Company
Reno,
Nevada
|
$4K
|
+$4.08K
|
+61
|
New
|
|
|
405
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$3.96K
|
–
|
–
|
–
|
|
|
406
|
EARNEST Partners
Atlanta,
Georgia
|
$3K
|
–
|
–
|
–
|
|
|
407
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$3K
|
–
|
–
|
–
|
|
|
408
|
Lake Point Wealth Management
Rockwall,
Texas
|
$3K
|
–
|
–
|
–
|
|
|
409
|
Sonora Investment Management
Tucson,
Arizona
|
$3K
|
+$2.61K
|
+39
|
New
|
|
|
410
|
Denali Advisors
San Diego,
California
|
$3K
|
+$3.27K
|
+49
|
New
|
|
|
411
|
SignatureFD
Atlanta,
Georgia
|
$2K
|
-$802
|
-12
|
-25%
|
|
|
412
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$2K
|
–
|
–
|
–
|
|
|
413
|
Column Capital Advisors
Indianapolis,
Indiana
|
$2K
|
–
|
–
|
–
|
|
|
414
|
Lindbrook Capital
Calabasas,
California
|
$2K
|
–
|
–
|
–
|
|
|
415
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$2K
|
+$1.14K
|
+17
|
+155%
|
|
|
416
|
Bell Investment Advisors
Oakland,
California
|
$2K
|
+$1.87K
|
+28
|
New
|
|
|
417
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$1K
|
–
|
–
|
–
|
|
|
418
|
Financial Management Professionals
Austin,
Texas
|
$1K
|
–
|
–
|
–
|
|
|
419
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$1K
|
–
|
–
|
–
|
|
|
420
|
Versant Capital Management
Phoenix,
Arizona
|
$1K
|
–
|
–
|
–
|
|
|
421
|
Avion Wealth
The Woodlands,
Texas
|
$1K
|
+$67
|
+1
|
+5%
|
|
|
422
|
Baystate Wealth Management
Boston,
Massachusetts
|
$1K
|
+$668
|
+10
|
New
|
|
|
423
|
Focused Wealth Management
Newburgh,
New York
|
$1K
|
+$1K
|
+15
|
New
|
|
|
424
|
Summit Global Investments
Bountiful,
Utah
|
–
|
-$12.8M
|
-205,881
|
Closed
|
|
|
425
|
River Road Asset Management
Louisville,
Kentucky
|
–
|
-$6.07M
|
-97,328
|
Closed
|
|
