|
351
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$5K
|
–
|
–
|
–
|
|
|
352
|
Tarbox Family Office
Newport Beach,
California
|
$5K
|
–
|
–
|
–
|
|
|
353
|
TFC Financial Management
Boston,
Massachusetts
|
$5K
|
–
|
–
|
–
|
|
|
354
|
Berman Capital Advisors
Atlanta,
Georgia
|
$5K
|
+$511
|
+3
|
+10%
|
|
|
355
|
FourThought Financial
Venice,
Florida
|
$4K
|
–
|
–
|
–
|
|
|
356
|
Gemmer Asset Management
Walnut Creek,
California
|
$4K
|
–
|
–
|
–
|
|
|
357
|
Harbour Investments
Madison,
Wisconsin
|
$4K
|
–
|
–
|
–
|
|
|
358
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$4K
|
–
|
–
|
–
|
|
|
359
|
Meeder Asset Management
Dublin,
Ohio
|
$4K
|
+$170
|
+1
|
+5%
|
|
|
360
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$3K
|
–
|
–
|
–
|
|
|
361
|
GW&K Investment Management
Boston,
Massachusetts
|
$3K
|
–
|
–
|
–
|
|
|
362
|
Spire Wealth Management
Mclean,
Virginia
|
$3K
|
–
|
–
|
–
|
|
|
363
|
SignatureFD
Atlanta,
Georgia
|
$3K
|
+$511
|
+3
|
+20%
|
|
|
364
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$2K
|
–
|
–
|
–
|
|
|
365
|
Sandy Spring Bank
Olney,
Maryland
|
$2K
|
–
|
–
|
–
|
|
|
366
|
Raffa Wealth Management
Washington,
District of Columbia
|
$1.39K
|
–
|
–
|
–
|
|
|
367
|
Baystate Wealth Management
Boston,
Massachusetts
|
$1K
|
–
|
–
|
–
|
|
|
368
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$1K
|
–
|
–
|
–
|
|
|
369
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1K
|
+$170
|
+1
|
New
|
|
|
370
|
Eagle Bay Advisors
New York
|
$1K
|
+$511
|
+3
|
New
|
|
|
371
|
Financial Management Professionals
Austin,
Texas
|
$1K
|
+$511
|
+3
|
New
|
|
|
372
|
CVA Family Office
Denver,
Colorado
|
$1K
|
+$1.02K
|
+6
|
New
|
|
|
373
|
Nisa Investment Advisors
St. Louis,
Missouri
|
$625
|
–
|
–
|
–
|
|
|
374
|
HoyleCohen
San Diego,
California
|
$398
|
–
|
–
|
–
|
|
|
375
|
Bares Capital Management
Austin,
Texas
|
–
|
-$39.5M
|
-238,020
|
Closed
|
|
