|
126
|
Private Capital Group
West Hartford,
Connecticut
|
$42K
|
–
|
–
|
–
|
|
|
127
|
Valeo Financial Advisors
Carmel,
Indiana
|
$41K
|
–
|
–
|
–
|
|
|
128
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$30.3K
|
–
|
–
|
–
|
|
|
129
|
Cutler Group
San Francisco,
California
|
$27K
|
+$11.8K
|
+500
|
+89%
|
|
|
130
|
Royal Fund Management
Lady Lake,
Florida
|
$25K
|
–
|
–
|
–
|
|
|
131
|
YorkBridge Wealth Partners
New York
|
$25K
|
–
|
–
|
–
|
|
|
132
|
Washington Trust Bank
Spokane,
Washington
|
$16K
|
+$14.8K
|
+630
|
New
|
|
|
133
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$15K
|
–
|
–
|
–
|
|
|
134
|
Ancora Advisors
Cleveland,
Ohio
|
$13K
|
+$11.8K
|
+500
|
New
|
|
|
135
|
First Interstate Bank
Billings,
Montana
|
$12K
|
+$10.9K
|
+461
|
New
|
|
|
136
|
West Oak Capital
Westlake Village,
California
|
$11.2K
|
–
|
–
|
–
|
|
|
137
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$10K
|
+$3.44K
|
+146
|
+58%
|
|
|
138
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$6K
|
+$5.89K
|
+250
|
New
|
|
|
139
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$5K
|
+$4.71K
|
+200
|
New
|
|
|
140
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$5K
|
+$4.71K
|
+200
|
New
|
|
|
141
|
Steward Partners Investment Advisory
New York
|
$4K
|
+$3.32K
|
+141
|
New
|
|
|
142
|
AssetMark Inc
Concord,
California
|
$3K
|
–
|
–
|
–
|
|
|
143
|
Parallel Advisors
San Francisco,
California
|
$2K
|
–
|
–
|
–
|
|
|
144
|
Allworth Financial
Folsom,
California
|
$1K
|
–
|
–
|
–
|
|
|
145
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1K
|
–
|
–
|
–
|
|
|
146
|
Focused Wealth Management
Newburgh,
New York
|
$1K
|
–
|
–
|
–
|
|
|
147
|
Geneos Wealth Management
Englewood,
Colorado
|
$1K
|
–
|
–
|
–
|
|
|
148
|
Marcato Capital Management
San Francisco,
California
|
–
|
-$70M
|
-3,160,000
|
Closed
|
|
|
149
|
William Blair Investment Management
Chicago,
Illinois
|
–
|
-$15.3M
|
-689,960
|
Closed
|
|
|
150
|
Granahan Investment Management
Waltham,
Massachusetts
|
–
|
-$8.55M
|
-385,895
|
Closed
|
|
