|
201
|
William Blair & Company
Chicago,
Illinois
|
$15K
|
–
|
–
|
–
|
|
|
202
|
Global Retirement Partners
San Rafael,
California
|
$12K
|
–
|
–
|
–
|
|
|
203
|
Rockefeller Capital Management
New York
|
$12K
|
+$6.77K
|
+163
|
+82%
|
|
|
204
|
HM Payson & Co
Portland,
Maine
|
$10K
|
-$8.31K
|
-200
|
-40%
|
|
|
205
|
MayTech Global Investments
New York
|
$10K
|
–
|
–
|
–
|
|
|
206
|
Daiwa Securities Group
Tokyo,
Japan
|
$8K
|
–
|
–
|
–
|
|
|
207
|
Valeo Financial Advisors
Carmel,
Indiana
|
$7K
|
–
|
–
|
–
|
|
|
208
|
Advisory Services Network
Atlanta,
Georgia
|
$6K
|
–
|
–
|
–
|
|
|
209
|
|
$6K
|
–
|
–
|
–
|
|
|
210
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$5K
|
–
|
–
|
–
|
|
|
211
|
Human Investing
Lake Oswego,
Oregon
|
$5K
|
–
|
–
|
–
|
|
|
212
|
Sutton Wealth Advisors
Tampa,
Florida
|
$4.39K
|
-$14.2K
|
-341
|
-72%
|
|
|
213
|
Geneos Wealth Management
Englewood,
Colorado
|
$4K
|
–
|
–
|
–
|
|
|
214
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$3K
|
–
|
–
|
–
|
|
|
215
|
Front Row Advisors
Tiburon,
California
|
$3K
|
–
|
–
|
–
|
|
|
216
|
American Research & Management Company
Marion,
Massachusetts
|
$3K
|
+$4.32K
|
+104
|
New
|
|
|
217
|
Versant Capital Management
Phoenix,
Arizona
|
$2K
|
-$4.11K
|
-99
|
-59%
|
|
|
218
|
Resources Management Corp
West Hartford,
Connecticut
|
$2K
|
–
|
–
|
–
|
|
|
219
|
Savior LLC
Wellesley Hills,
Massachusetts
|
$2K
|
–
|
–
|
–
|
|
|
220
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$2K
|
+$1.99K
|
+48
|
New
|
|
|
221
|
Synovus Financial
Columbus,
Georgia
|
$1K
|
-$1.91K
|
-46
|
-71%
|
|
|
222
|
AllSquare Wealth Management
Albany,
New York
|
$1K
|
–
|
–
|
–
|
|
|
223
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$1K
|
+$748
|
+18
|
New
|
|
|
224
|
Oak Ridge Investments
Chicago,
Illinois
|
–
|
-$6.75M
|
-148,913
|
Closed
|
|
|
225
|
Sandell Asset Management
New York
|
–
|
-$6.34M
|
-140,000
|
Closed
|
|
