|
601
|
Pflug Koory
Omaha,
Nebraska
|
$4K
|
–
|
–
|
–
|
|
|
602
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$4K
|
–
|
–
|
–
|
|
|
603
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$4K
|
+$3.7K
|
+87
|
New
|
|
|
604
|
Sutton Wealth Advisors
Tampa,
Florida
|
$3.77K
|
–
|
–
|
–
|
|
|
605
|
Flagship Private Wealth
Woburn,
Massachusetts
|
$3.09K
|
+$2.81K
|
+66
|
New
|
|
|
606
|
Versant Capital Management
Phoenix,
Arizona
|
$3K
|
-$55.1K
|
-1,297
|
-95%
|
|
|
607
|
Howe & Rusling
Rochester,
New York
|
$3K
|
-$2.55K
|
-60
|
-55%
|
|
|
608
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$3K
|
–
|
–
|
–
|
|
|
609
|
Evolution Wealth Advisors
Aventura,
Florida
|
$3K
|
–
|
–
|
–
|
|
|
610
|
Liberty Wealth Management
Oakland,
California
|
$3K
|
+$765
|
+18
|
+33%
|
|
|
611
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$3K
|
+$2.47K
|
+58
|
New
|
|
|
612
|
Jones Financial Companies
Des Peres,
Missouri
|
$3K
|
+$2.68K
|
+63
|
New
|
|
|
613
|
SOA Wealth Advisors
New York
|
$3K
|
+$3.02K
|
+71
|
New
|
|
|
614
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$2K
|
+$128
|
+3
|
+8%
|
|
|
615
|
McCarthy Asset Management
Redwood Shores,
California
|
$2K
|
+$1.7K
|
+40
|
New
|
|
|
616
|
Norway Savings Bank
Portland,
Maine
|
$2K
|
+$1.91K
|
+45
|
New
|
|
|
617
|
Raffa Wealth Management
Washington,
District of Columbia
|
$1.51K
|
–
|
–
|
–
|
|
|
618
|
Global Financial Private Client
Sarasota,
Florida
|
$1.26K
|
+$1.06K
|
+25
|
New
|
|
|
619
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$1K
|
-$14.2K
|
-333
|
-96%
|
|
|
620
|
Semmax Financial Advisors
Winston Salem,
North Carolina
|
$1K
|
–
|
–
|
–
|
|
|
621
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$1K
|
+$723
|
+17
|
New
|
|
|
622
|
MPS Loria Financial Planners
Burr Ridge,
Illinois
|
$1K
|
+$893
|
+21
|
New
|
|
|
623
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$1K
|
+$1.23K
|
+29
|
New
|
|
|
624
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
–
|
-$3.9M
|
-124,594
|
Closed
|
|
|
625
|
Mount Lucas Management
Newtown,
Pennsylvania
|
–
|
-$3.9M
|
-124,585
|
Closed
|
|
