|
301
|
Washington Trust
Westerly,
Rhode Island
|
$20K
|
–
|
–
|
–
|
|
|
302
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$19.7K
|
–
|
–
|
–
|
|
|
303
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$17K
|
–
|
–
|
–
|
|
|
304
|
Pin Oak Investment Advisors
Houston,
Texas
|
$17K
|
+$17.6K
|
+350
|
New
|
|
|
305
|
First Horizon Advisors
Memphis,
Tennessee
|
$15K
|
–
|
–
|
–
|
|
|
306
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
$14K
|
–
|
–
|
–
|
|
|
307
|
Pacific Center for Financial Services
San Ramon,
California
|
$14K
|
–
|
–
|
–
|
|
|
308
|
Glassman Wealth Services
Vienna,
Virginia
|
$11K
|
-$17.1K
|
-340
|
-60%
|
|
|
309
|
Providence Capital Advisors
Charlotte,
North Carolina
|
$10K
|
+$10.1K
|
+200
|
New
|
|
|
310
|
McIlrath & Eck
Arlington,
Washington
|
$8K
|
–
|
–
|
–
|
|
|
311
|
Kelly Financial Services
Braintree,
Massachusetts
|
$7.66K
|
+$7.76K
|
+154
|
New
|
|
|
312
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$7K
|
–
|
–
|
–
|
|
|
313
|
AlphaCore Capital
La Jolla,
California
|
$6K
|
–
|
–
|
–
|
|
|
314
|
Crewe Advisors
Salt Lake City,
Utah
|
$4K
|
+$4.53K
|
+90
|
New
|
|
|
315
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
$3K
|
+$2.37K
|
+47
|
+313%
|
|
|
316
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$2K
|
+$1.71K
|
+34
|
New
|
|
|
317
|
Rockbridge Investment Management
Syracuse,
New York
|
$800
|
–
|
–
|
–
|
|
|
318
|
Financial Services Advisory
Rockville,
Maryland
|
–
|
-$27.8M
|
-561,406
|
Closed
|
|
|
319
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
–
|
-$16.5M
|
-309,275
|
Closed
|
|
|
320
|
Great Valley Advisor Group
Wilmington,
Delaware
|
–
|
-$10M
|
-188,751
|
Closed
|
|
|
321
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
–
|
-$9.38M
|
-176,231
|
Closed
|
|
|
322
|
Merriman Wealth Management
Seattle,
Washington
|
–
|
-$7.66M
|
-143,890
|
Closed
|
|
|
323
|
CPR Investments
Rochester,
Michigan
|
–
|
-$6.16M
|
-115,696
|
Closed
|
|
|
324
|
Glovista Investments
Jersey City,
New Jersey
|
–
|
-$6.04M
|
-113,469
|
Closed
|
|
|
325
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
–
|
-$5.23M
|
-98,300
|
Closed
|
|
