|
301
|
Kingfisher Capital
Charlotte,
North Carolina
|
$20K
|
+$21.9K
|
+1,281
|
New
|
|
|
302
|
Family Capital Trust
Peabody,
Massachusetts
|
$17K
|
–
|
–
|
–
|
|
|
303
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$16K
|
-$8.55K
|
-500
|
-33%
|
|
|
304
|
Edge Wealth Management
New York
|
$16K
|
–
|
–
|
–
|
|
|
305
|
SEI Investments
Oaks,
Pennsylvania
|
$16K
|
+$17.5K
|
+1,025
|
New
|
|
|
306
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$15K
|
+$16.5K
|
+965
|
New
|
|
|
307
|
Oakworth Capital
Birmingham,
Alabama
|
$14K
|
–
|
–
|
–
|
|
|
308
|
TCI Wealth Advisors
Tucson,
Arizona
|
$12K
|
+$256
|
+15
|
+2%
|
|
|
309
|
Kalos Management
Alpharetta,
Georgia
|
$11K
|
–
|
–
|
–
|
|
|
310
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$11K
|
–
|
–
|
–
|
|
|
311
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$9K
|
–
|
–
|
–
|
|
|
312
|
Sandy Spring Bank
Olney,
Maryland
|
$9K
|
–
|
–
|
–
|
|
|
313
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$8K
|
–
|
–
|
–
|
|
|
314
|
Westport Resources Management
Westport,
Connecticut
|
$5K
|
–
|
–
|
–
|
|
|
315
|
Crosspoint Capital Strategies
Orinda,
California
|
$5K
|
+$3.42K
|
+200
|
New
|
|
|
316
|
|
$4K
|
–
|
–
|
–
|
|
|
317
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$4K
|
+$85
|
+5
|
+2%
|
|
|
318
|
First Horizon Advisors
Memphis,
Tennessee
|
$3K
|
–
|
–
|
–
|
|
|
319
|
|
$3K
|
+$3.3K
|
+193
|
New
|
|
|
320
|
Howe & Rusling
Rochester,
New York
|
$1K
|
–
|
–
|
–
|
|
|
321
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$1K
|
+$17
|
+1
|
+1%
|
|
|
322
|
Lexington Partners VI Holdings Sub
New York
|
–
|
-$227M
|
-13,507,310
|
Closed
|
|
|
323
|
Serengeti Asset Management
New York
|
–
|
-$29.1M
|
-1,700,000
|
Closed
|
|
|
324
|
Aureus Asset Management
Boston,
Massachusetts
|
–
|
-$7.89M
|
-470,450
|
Closed
|
|
|
325
|
First Pacific Advisors
El Segundo,
California
|
–
|
-$7.44M
|
-443,180
|
Closed
|
|
