|
601
|
Valeo Financial Advisors
Carmel,
Indiana
|
$14K
|
+$14.3K
|
+128
|
New
|
|
|
602
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$13.6K
|
–
|
–
|
–
|
|
|
603
|
AssetMark Inc
Concord,
California
|
$13K
|
-$50.8K
|
-455
|
-80%
|
|
|
604
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$13K
|
–
|
–
|
–
|
|
|
605
|
Avior Wealth Management
Omaha,
Nebraska
|
$11K
|
–
|
–
|
–
|
|
|
606
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$11K
|
–
|
–
|
–
|
|
|
607
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$11K
|
–
|
–
|
–
|
|
|
608
|
Sutton Wealth Advisors
Tampa,
Florida
|
$9.05K
|
–
|
–
|
–
|
|
|
609
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$8K
|
+$7.47K
|
+67
|
New
|
|
|
610
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$7K
|
–
|
–
|
–
|
|
|
611
|
WealthTrust-Arizona
Scottsdale,
Arizona
|
$7K
|
–
|
–
|
–
|
|
|
612
|
Fortis Advisors
Wayne,
Pennsylvania
|
$6K
|
+$5.58K
|
+50
|
New
|
|
|
613
|
Global Retirement Partners
San Rafael,
California
|
$5K
|
–
|
–
|
–
|
|
|
614
|
Hanseatic Management Services
Albuquerque,
New Mexico
|
$5K
|
–
|
–
|
–
|
|
|
615
|
Mountain Capital Investment Advisors
Westminster,
Colorado
|
$5K
|
–
|
–
|
–
|
|
|
616
|
City Holding Co
Charleston,
West Virginia
|
$4K
|
–
|
–
|
–
|
|
|
617
|
Sandy Spring Bank
Olney,
Maryland
|
$4K
|
–
|
–
|
–
|
|
|
618
|
Baystate Wealth Management
Boston,
Massachusetts
|
$4K
|
+$3.68K
|
+33
|
New
|
|
|
619
|
Winslow Capital Management
Minneapolis,
Minnesota
|
$3K
|
–
|
–
|
–
|
|
|
620
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
$3K
|
+$3.35K
|
+30
|
New
|
|
|
621
|
Perigon Wealth Management
San Francisco,
California
|
$2K
|
-$552K
|
-4,947
|
-100%
|
|
|
622
|
Lazard Asset Management
New York
|
$2K
|
–
|
–
|
–
|
|
|
623
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$1K
|
–
|
–
|
–
|
|
|
624
|
Cantillon Capital Management
New York
|
–
|
-$306M
|
-2,795,440
|
Closed
|
|
|
625
|
Roystone Capital Management
New York
|
–
|
-$62.6M
|
-572,300
|
Closed
|
|
