|
551
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$1K
|
–
|
–
|
–
|
|
|
552
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$1K
|
–
|
–
|
–
|
|
|
553
|
Gradient Investments
Arden Hills,
Minnesota
|
$888
|
–
|
–
|
–
|
|
|
554
|
Delta Asset Management
Memphis,
Tennessee
|
$452
|
+$426
|
+5
|
New
|
|
|
555
|
DB Wealth Management Group
San Diego,
California
|
$444
|
–
|
–
|
–
|
|
|
556
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$355
|
–
|
–
|
–
|
|
|
557
|
Polen Capital Management
Boca Raton,
Florida
|
–
|
-$11.1M
|
-135,869
|
Closed
|
|
|
558
|
Oppenheimer Asset Management
New York
|
–
|
-$5.05M
|
-61,921
|
Closed
|
|
|
559
|
AssetMark Inc
Concord,
California
|
–
|
-$2.9M
|
-35,595
|
Closed
|
|
|
560
|
Per Stirling Capital Management
Austin,
Texas
|
–
|
-$2.37M
|
-29,113
|
Closed
|
|
|
561
|
|
–
|
-$2.06M
|
-25,287
|
Closed
|
|
|
562
|
Zeit Capital
Greenwood Village,
Colorado
|
–
|
-$2.05M
|
-25,157
|
Closed
|
|
|
563
|
Oak Ridge Investments
Chicago,
Illinois
|
–
|
-$1.82M
|
-22,296
|
Closed
|
|
|
564
|
WrapManager Inc
Mill Valley,
California
|
–
|
-$1.51M
|
-18,587
|
Closed
|
|
|
565
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
–
|
-$1.5M
|
-17,000
|
Closed
|
|
|
566
|
Westfield Capital Management
Boston,
Massachusetts
|
–
|
-$1.28M
|
-15,760
|
Closed
|
|
|
567
|
Litman Gregory Wealth Management
Larkspur,
California
|
–
|
-$1.28M
|
-15,749
|
Closed
|
|
|
568
|
WealthPlan Investment Management
Omaha,
Nebraska
|
–
|
-$1.3M
|
-14,812
|
Closed
|
|
|
569
|
Marcum Wealth
Cleveland,
Ohio
|
–
|
-$952K
|
-11,673
|
Closed
|
|
|
570
|
SageView Advisory Group
Newport Beach,
California
|
–
|
-$766K
|
-9,395
|
Closed
|
|
|
571
|
Ford Financial Group
Fresno,
California
|
–
|
-$633K
|
-7,768
|
Closed
|
|
|
572
|
Seneca Financial Advisors
Rochester,
New York
|
–
|
-$486K
|
-5,962
|
Closed
|
|
|
573
|
Merit Financial Group
Alpharetta,
Georgia
|
–
|
-$439K
|
-5,385
|
Closed
|
|
|
574
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
–
|
-$438K
|
-5,370
|
Closed
|
|
|
575
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
–
|
-$405K
|
-4,965
|
Closed
|
|
