|
326
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$7K
|
–
|
–
|
–
|
|
|
327
|
Versant Capital Management
Phoenix,
Arizona
|
$7K
|
–
|
–
|
–
|
|
|
328
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$6K
|
–
|
–
|
–
|
|
|
329
|
Bessemer Group
Woodbridge,
New Jersey
|
$5K
|
–
|
–
|
–
|
|
|
330
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$5K
|
–
|
–
|
–
|
|
|
331
|
Janiczek Wealth Management
Denver,
Colorado
|
$4K
|
–
|
–
|
–
|
|
|
332
|
Schubert & Co
Mckinney,
Texas
|
$4K
|
+$1.65K
|
+10
|
+91%
|
|
|
333
|
Rockefeller Capital Management
New York
|
$4K
|
+$1.81K
|
+11
|
+65%
|
|
|
334
|
Lazard Asset Management
New York
|
$3K
|
-$21.4K
|
-130
|
-88%
|
|
|
335
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$3K
|
–
|
–
|
–
|
|
|
336
|
Toth Financial Advisory
Leesburg,
Virginia
|
$3K
|
–
|
–
|
–
|
|
|
337
|
|
$3K
|
+$3.13K
|
+19
|
New
|
|
|
338
|
Steward Financial Group
Colleyville,
Texas
|
$3K
|
+$3.3K
|
+20
|
New
|
|
|
339
|
Disciplined Investments
Tulsa,
Oklahoma
|
$2K
|
+$330
|
+2
|
+22%
|
|
|
340
|
Sutton Wealth Advisors
Tampa,
Florida
|
$1.08K
|
+$330
|
+2
|
+50%
|
|
|
341
|
UMB Bank
Kansas City,
Missouri
|
$1K
|
–
|
–
|
–
|
|
|
342
|
Global Retirement Partners
San Rafael,
California
|
$1K
|
+$330
|
+2
|
+67%
|
|
|
343
|
Lindbrook Capital
Calabasas,
California
|
$1K
|
+$660
|
+4
|
New
|
|
|
344
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$1K
|
+$1.16K
|
+7
|
New
|
|
|
345
|
Bell Investment Advisors
Oakland,
California
|
$1K
|
+$1.32K
|
+8
|
New
|
|
|
346
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
–
|
-$9.1M
|
-57,969
|
Closed
|
|
|
347
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
–
|
-$7.08M
|
-45,040
|
Closed
|
|
|
348
|
Oppenheimer & Co
New York
|
–
|
-$6.61M
|
-42,069
|
Closed
|
|
|
349
|
Seizert Capital Partners
Birmingham,
Michigan
|
–
|
-$5.25M
|
-33,411
|
Closed
|
|
|
350
|
Capital International Inc
Los Angeles,
California
|
–
|
-$2.74M
|
-17,456
|
Closed
|
|
