|
401
|
Fiduciary Planning
Englewood,
Florida
|
$1K
|
+$66
|
+1
|
+8%
|
|
|
402
|
Better Money Decisions
Santa Fe,
New Mexico
|
$1K
|
+$919
|
+14
|
New
|
|
|
403
|
Confluence Investment Management
St. Louis,
Missouri
|
–
|
-$20.7M
|
-333,591
|
Closed
|
|
|
404
|
United Services Automobile Association
San Antonio,
Texas
|
–
|
-$8.16M
|
-132,730
|
Closed
|
|
|
405
|
Simplicity Solutions
Minneapolis,
Minnesota
|
–
|
-$6.29M
|
-101,069
|
Closed
|
|
|
406
|
Dean Investment Associates
Beavercreek,
Ohio
|
–
|
-$2.01M
|
-32,295
|
Closed
|
|
|
407
|
Good Life Advisors
Reading,
Pennsylvania
|
–
|
-$1.9M
|
-30,531
|
Closed
|
|
|
408
|
Regal Investment Advisors
Kentwood,
Michigan
|
–
|
-$1.63M
|
-26,125
|
Closed
|
|
|
409
|
Snow Capital Management
Sewickley,
Pennsylvania
|
–
|
-$1.27M
|
-20,469
|
Closed
|
|
|
410
|
M&T Bank
Buffalo,
New York
|
–
|
-$953K
|
-15,336
|
Closed
|
|
|
411
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
–
|
-$927K
|
-14,899
|
Closed
|
|
|
412
|
ClearBridge Investments
New York
|
–
|
-$653K
|
-10,500
|
Closed
|
|
|
413
|
Syntal Capital Partners
Midland,
Texas
|
–
|
-$608K
|
-9,791
|
Closed
|
|
|
414
|
Renaissance Technologies
New York
|
–
|
-$410K
|
-6,600
|
Closed
|
|
|
415
|
Nuveen
Charlotte,
North Carolina
|
–
|
-$392K
|
-6,302
|
Closed
|
|
|
416
|
Heartland Advisors
Milwaukee,
Wisconsin
|
–
|
-$347K
|
-5,577
|
Closed
|
|
|
417
|
Oppenheimer Asset Management
New York
|
–
|
-$302K
|
-4,861
|
Closed
|
|
|
418
|
Paces Ferry Wealth Advisors
Atlanta,
Georgia
|
–
|
-$268K
|
-4,305
|
Closed
|
|
|
419
|
Encompass Wealth Advisors
Portland,
Oregon
|
–
|
-$243K
|
-3,909
|
Closed
|
|
|
420
|
CWS Financial Advisors
Kalamazoo,
Michigan
|
–
|
-$220K
|
-3,538
|
Closed
|
|
|
421
|
Clean Yield Group
Norwich,
Vermont
|
–
|
-$174K
|
-2,794
|
Closed
|
|
|
422
|
Greenhouse Wealth Management
Westport,
Connecticut
|
–
|
-$156K
|
-2,501
|
Closed
|
|
|
423
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
–
|
-$125K
|
-2,005
|
Closed
|
|
|
424
|
Perigon Wealth Management
San Francisco,
California
|
–
|
-$66K
|
-1,057
|
Closed
|
|
|
425
|
Freestone Capital Holdings
Seattle,
Washington
|
–
|
-$56K
|
-900
|
Closed
|
|
