|
301
|
Westside Investment Management
Santa Monica,
California
|
$15.4K
|
+$16.6K
|
+200
|
New
|
|
|
302
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$15.1K
|
+$6.97K
|
+84
|
+74%
|
|
|
303
|
Grace Capital
Quincy,
Massachusetts
|
$15K
|
+$16.6K
|
+200
|
New
|
|
|
304
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$14K
|
-$15.5K
|
-187
|
-50%
|
|
|
305
|
Cordasco Financial Network
Naples,
Florida
|
$13K
|
+$14.3K
|
+172
|
New
|
|
|
306
|
Financial Gravity Companies
Lakeway,
Texas
|
$11K
|
+$11.2K
|
+135
|
New
|
|
|
307
|
William Blair & Company
Chicago,
Illinois
|
$9K
|
+$1.24K
|
+15
|
+15%
|
|
|
308
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$8K
|
–
|
–
|
–
|
|
|
309
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$6K
|
+$6.72K
|
+81
|
New
|
|
|
310
|
Horan Securities
Cincinnati,
United States
|
$5K
|
–
|
–
|
–
|
|
|
311
|
Front Row Advisors
Tiburon,
California
|
$4K
|
–
|
–
|
–
|
|
|
312
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$4K
|
–
|
–
|
–
|
|
|
313
|
SignatureFD
Atlanta,
Georgia
|
$4K
|
+$4.4K
|
+53
|
New
|
|
|
314
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$3K
|
–
|
–
|
–
|
|
|
315
|
Allianz Asset Management
Munich,
Germany
|
–
|
-$67M
|
-741,742
|
Closed
|
|
|
316
|
ALPS Advisors
Denver,
Colorado
|
–
|
-$42.9M
|
-475,127
|
Closed
|
|
|
317
|
Permanens Capital
New York
|
–
|
-$28.5M
|
-315,556
|
Closed
|
|
|
318
|
Keel Point
Huntsville,
Alabama
|
–
|
-$7.22M
|
-79,850
|
Closed
|
|
|
319
|
Level Four Advisory Services
Dallas,
Texas
|
–
|
-$5.97M
|
-66,084
|
Closed
|
|
|
320
|
Copperwynd Financial
Scottsdale,
Arizona
|
–
|
-$3.5M
|
-38,748
|
Closed
|
|
|
321
|
Merriman Wealth Management
Seattle,
Washington
|
–
|
-$2.8M
|
-30,950
|
Closed
|
|
|
322
|
Gilbert & Cook
West Des Moines,
Iowa
|
–
|
-$2.53M
|
-28,002
|
Closed
|
|
|
323
|
FDx Advisors
Chicago,
Illinois
|
–
|
-$2.49M
|
-27,527
|
Closed
|
|
|
324
|
Cue Advisory Services
Phoenix,
Arizona
|
–
|
-$2.06M
|
-22,780
|
Closed
|
|
|
325
|
Lucia Wealth Services
San Diego,
California
|
–
|
-$1.35M
|
-14,957
|
Closed
|
|
