|
301
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$5K
|
+$3.86K
|
+334
|
New
|
|
|
302
|
Freestone Capital Holdings
Seattle,
Washington
|
$4.66K
|
-$29.2K
|
-2,528
|
-88%
|
|
|
303
|
Matthew Hamilton Rosenberg
|
$4K
|
–
|
–
|
–
|
|
|
304
|
HM Payson & Co
Portland,
Maine
|
$4K
|
+$3.37K
|
+292
|
New
|
|
|
305
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$4K
|
+$3.56K
|
+308
|
New
|
|
|
306
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$4K
|
+$3.71K
|
+321
|
New
|
|
|
307
|
Rockbridge Investment Management
Syracuse,
New York
|
$3K
|
-$1.91K
|
-165
|
-46%
|
|
|
308
|
McCarthy Asset Management
Redwood Shores,
California
|
$3K
|
+$2.3K
|
+199
|
New
|
|
|
309
|
Howe & Rusling
Rochester,
New York
|
$2K
|
-$185
|
-16
|
-11%
|
|
|
310
|
Allworth Financial
Folsom,
California
|
$2K
|
–
|
–
|
–
|
|
|
311
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$2K
|
–
|
–
|
–
|
|
|
312
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$2K
|
–
|
–
|
–
|
|
|
313
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$2K
|
–
|
–
|
–
|
|
|
314
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
$2K
|
+$2.08K
|
+180
|
New
|
|
|
315
|
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
|
$2K
|
+$2.15K
|
+186
|
New
|
|
|
316
|
First Horizon Corporation
Memphis,
Tennessee
|
$1K
|
–
|
–
|
–
|
|
|
317
|
|
$1K
|
–
|
–
|
–
|
|
|
318
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$1K
|
–
|
–
|
–
|
|
|
319
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$1K
|
–
|
–
|
–
|
|
|
320
|
|
$452
|
+$386K
|
+33,385
|
New
|
|
|
321
|
Towle & Co
Denver,
Colorado
|
–
|
-$16.3M
|
-1,944,984
|
Closed
|
|
|
322
|
Impax Asset Management Group
London,
United Kingdom
|
–
|
-$8.87M
|
-1,056,194
|
Closed
|
|
|
323
|
Woodline Partners
San Francisco,
California
|
–
|
-$8.69M
|
-1,035,060
|
Closed
|
|
|
324
|
Peregrine Capital Management
Minneapolis,
Minnesota
|
–
|
-$8.05M
|
-958,728
|
Closed
|
|
|
325
|
Deltec Asset Management
New York
|
–
|
-$3.2M
|
-381,513
|
Closed
|
|
