|
301
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$6K
|
-$43.9K
|
-711
|
-89%
|
|
|
302
|
Patten Group
Chattanooga,
Tennessee
|
$6K
|
–
|
–
|
–
|
|
|
303
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$6K
|
+$3.15K
|
+51
|
+121%
|
|
|
304
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$5K
|
–
|
–
|
–
|
|
|
305
|
EARNEST Partners
Atlanta,
Georgia
|
$4K
|
–
|
–
|
–
|
|
|
306
|
TCI Wealth Advisors
Tucson,
Arizona
|
$4K
|
–
|
–
|
–
|
|
|
307
|
Taylor Frigon Capital Management
Scottsdale,
Arizona
|
$4K
|
+$3.95K
|
+64
|
New
|
|
|
308
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$3K
|
-$197K
|
-3,189
|
-99%
|
|
|
309
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$3K
|
–
|
–
|
–
|
|
|
310
|
SignatureFD
Atlanta,
Georgia
|
$3K
|
+$2.41K
|
+39
|
New
|
|
|
311
|
SeaCrest Wealth Management
Purchase,
New York
|
$2K
|
-$2.04K
|
-33
|
-49%
|
|
|
312
|
IHT Wealth Management
Chicago,
Illinois
|
$2K
|
–
|
–
|
–
|
|
|
313
|
Valeo Financial Advisors
Carmel,
Indiana
|
$1K
|
-$2.84K
|
-46
|
-82%
|
|
|
314
|
Howe & Rusling
Rochester,
New York
|
$1K
|
-$1.48K
|
-24
|
-57%
|
|
|
315
|
|
$1K
|
-$679
|
-11
|
-38%
|
|
|
316
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$1K
|
–
|
–
|
–
|
|
|
317
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1K
|
–
|
–
|
–
|
|
|
318
|
Avantax Planning Partners
Dubuque,
Iowa
|
$1K
|
+$618
|
+10
|
New
|
|
|
319
|
Destination Wealth Management
Walnut Creek,
California
|
$1K
|
+$1.42K
|
+23
|
New
|
|
|
320
|
EdgePoint Investment Group
Toronto,
Ontario, Canada
|
–
|
-$266M
|
-5,153,192
|
Closed
|
|
|
321
|
Lyrical Asset Management
New York
|
–
|
-$174M
|
-3,366,782
|
Closed
|
|
|
322
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
-$107M
|
-2,079,300
|
Closed
|
|
|
323
|
Channing Capital Management
Chicago,
Illinois
|
–
|
-$60.5M
|
-1,171,000
|
Closed
|
|
|
324
|
Systematic Financial Management
Teaneck,
New Jersey
|
–
|
-$49M
|
-949,258
|
Closed
|
|
|
325
|
Wedge Capital Management
Charlotte,
North Carolina
|
–
|
-$40.9M
|
-791,051
|
Closed
|
|
