|
301
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$6K
|
–
|
–
|
–
|
|
|
302
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$4K
|
-$35K
|
-416
|
-90%
|
|
|
303
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$4K
|
-$4.29K
|
-51
|
-49%
|
|
|
304
|
AssetMark Inc
Concord,
California
|
$4K
|
–
|
–
|
–
|
|
|
305
|
Hilton Capital Management
Garden City,
New York
|
$4K
|
–
|
–
|
–
|
|
|
306
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
$4K
|
+$3.7K
|
+44
|
New
|
|
|
307
|
Shelton Capital Management
Denver,
Colorado
|
$3.9K
|
-$298K
|
-3,551
|
-91%
|
|
|
308
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$3K
|
–
|
–
|
–
|
|
|
309
|
SeaCrest Wealth Management
Purchase,
New York
|
$3K
|
–
|
–
|
–
|
|
|
310
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$3K
|
+$252
|
+3
|
+9%
|
|
|
311
|
Alera Investment Advisors
Deerfield,
Illinois
|
$3K
|
+$1.26K
|
+15
|
+83%
|
|
|
312
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$3K
|
+$2.94K
|
+35
|
New
|
|
|
313
|
Sutton Wealth Advisors
Tampa,
Florida
|
$2.14K
|
–
|
–
|
–
|
|
|
314
|
Front Row Advisors
Tiburon,
California
|
$2K
|
–
|
–
|
–
|
|
|
315
|
Omnia Family Wealth
Aventura,
Florida
|
$2K
|
–
|
–
|
–
|
|
|
316
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$2K
|
–
|
–
|
–
|
|
|
317
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$2K
|
–
|
–
|
–
|
|
|
318
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$2K
|
–
|
–
|
–
|
|
|
319
|
Zions Bancorporation
Salt Lake City,
Utah
|
$2K
|
–
|
–
|
–
|
|
|
320
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$2K
|
+$1.6K
|
+19
|
New
|
|
|
321
|
Proficio Capital Partners
Newton,
Massachusetts
|
$2K
|
+$1.76K
|
+21
|
New
|
|
|
322
|
PRW Wealth Management
Quincy,
Massachusetts
|
$1K
|
–
|
–
|
–
|
|
|
323
|
Tarbox Family Office
Newport Beach,
California
|
$1K
|
–
|
–
|
–
|
|
|
324
|
Lord, Abbett & Co
Jersey City,
New Jersey
|
–
|
-$19.6M
|
-246,196
|
Closed
|
|
|
325
|
Nuveen
Charlotte,
North Carolina
|
–
|
-$6.82M
|
-85,690
|
Closed
|
|
