|
326
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$7K
|
-$541
|
-4
|
-7%
|
|
|
327
|
Proficio Capital Partners
Newton,
Massachusetts
|
$7K
|
+$3.38K
|
+25
|
+100%
|
|
|
328
|
First Personal Financial Services
Charlotte,
North Carolina
|
$7K
|
+$6.22K
|
+46
|
New
|
|
|
329
|
Berman Capital Advisors
Atlanta,
Georgia
|
$6K
|
+$5.82K
|
+43
|
New
|
|
|
330
|
Legacy Financial Advisors
Covington,
Kentucky
|
$5K
|
–
|
–
|
–
|
|
|
331
|
Shelton Capital Management
Denver,
Colorado
|
$4.41K
|
-$511K
|
-3,782
|
-86%
|
|
|
332
|
Squar Milner Financial Services
Irvine,
California
|
$4K
|
–
|
–
|
–
|
|
|
333
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$4K
|
+$4.06K
|
+30
|
New
|
|
|
334
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$3.55K
|
+$3.38K
|
+25
|
New
|
|
|
335
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$3K
|
–
|
–
|
–
|
|
|
336
|
North Star Investment Management
Chicago,
Illinois
|
$3K
|
–
|
–
|
–
|
|
|
337
|
Pathstone Family Office
Englewood,
New Jersey
|
$3K
|
–
|
–
|
–
|
|
|
338
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
$3K
|
+$2.43K
|
+18
|
New
|
|
|
339
|
Paragon Capital Management (Kansas)
Overland Park,
Kansas
|
$3K
|
+$2.71K
|
+20
|
New
|
|
|
340
|
Julex Capital Management
Wellesley,
Massachusetts
|
$2.84K
|
–
|
–
|
–
|
|
|
341
|
Zions Bancorporation
Salt Lake City,
Utah
|
$2K
|
-$25.3K
|
-187
|
-94%
|
|
|
342
|
Versant Capital Management
Phoenix,
Arizona
|
$2K
|
-$10.7K
|
-79
|
-80%
|
|
|
343
|
Regions Financial Corp
Birmingham,
Alabama
|
$2K
|
-$1.22K
|
-9
|
-36%
|
|
|
344
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$2K
|
-$406
|
-3
|
-21%
|
|
|
345
|
AssetMark Inc
Concord,
California
|
$2K
|
–
|
–
|
–
|
|
|
346
|
Private Capital Group
West Hartford,
Connecticut
|
$2K
|
+$2.3K
|
+17
|
New
|
|
|
347
|
Alera Investment Advisors
Deerfield,
Illinois
|
$1K
|
–
|
–
|
–
|
|
|
348
|
WealthBridge Capital Management
Westerville,
Ohio
|
$1K
|
–
|
–
|
–
|
|
|
349
|
Weaver Consulting Group
Huntington Beach,
California
|
$1K
|
+$676
|
+5
|
New
|
|
|
350
|
|
–
|
-$35.4M
|
-305,000
|
Closed
|
|
