|
301
|
Gemmer Asset Management
Walnut Creek,
California
|
$14K
|
-$1.77K
|
-110
|
-11%
|
|
|
302
|
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
|
$12K
|
–
|
–
|
–
|
|
|
303
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$12K
|
–
|
–
|
–
|
|
|
304
|
Regal Wealth Group
Seal Beach,
California
|
$7K
|
–
|
–
|
–
|
|
|
305
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$5K
|
+$5.23K
|
+325
|
New
|
|
|
306
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$3K
|
+$3.22K
|
+200
|
New
|
|
|
307
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$1K
|
-$1.85K
|
-115
|
-66%
|
|
|
308
|
Bartlett & Co
Cincinnati,
Ohio
|
$1K
|
–
|
–
|
–
|
|
|
309
|
Dupont Capital Management
Wilmington,
Delaware
|
–
|
-$112M
|
-6,860,335
|
Closed
|
|
|
310
|
FundX Investment Group
San Francisco,
California
|
–
|
-$19M
|
-1,170,560
|
Closed
|
|
|
311
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
–
|
-$6.84M
|
-420,880
|
Closed
|
|
|
312
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
–
|
-$5.48M
|
-337,300
|
Closed
|
|
|
313
|
|
–
|
-$4.07M
|
-250,000
|
Closed
|
|
|
314
|
USA Financial Formulas
Ada,
Michigan
|
–
|
-$3.25M
|
-199,895
|
Closed
|
|
|
315
|
Concert Wealth Management
San Jose,
California
|
–
|
-$2.71M
|
-167,375
|
Closed
|
|
|
316
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
–
|
-$2.53M
|
-155,790
|
Closed
|
|
|
317
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
–
|
-$1.84M
|
-115,480
|
Closed
|
|
|
318
|
Evercore Wealth Management
New York
|
–
|
-$1.35M
|
-83,000
|
Closed
|
|
|
319
|
Janus Henderson Group
London,
|
–
|
-$1.08M
|
-66,660
|
Closed
|
|
|
320
|
Meiji Yasuda Life Insurance
Tokyo,
Japan
|
–
|
-$975K
|
-60,000
|
Closed
|
|
|
321
|
Comerica Bank
Dallas,
Texas
|
–
|
-$813K
|
-50,525
|
Closed
|
|
|
322
|
Financial Sense Advisors
San Diego,
California
|
–
|
-$813K
|
-50,000
|
Closed
|
|
|
323
|
Nomura Asset Management
Tokyo,
Japan
|
–
|
-$488K
|
-30,000
|
Closed
|
|
|
324
|
Oppenheimer & Co
New York
|
–
|
-$434K
|
-26,705
|
Closed
|
|
|
325
|
Brown Advisory
Baltimore,
Maryland
|
–
|
-$310K
|
-19,075
|
Closed
|
|
