|
276
|
Asset Dedication LLC
San Francisco,
California
|
$26K
|
+$24.3K
|
+688
|
New
|
|
|
277
|
Julex Capital Management
Wellesley,
Massachusetts
|
$22.8K
|
+$21.6K
|
+612
|
New
|
|
|
278
|
Global Retirement Partners
San Rafael,
California
|
$21K
|
+$4.88K
|
+138
|
+33%
|
|
|
279
|
WealthBridge Capital Management
Westerville,
Ohio
|
$21K
|
+$19.6K
|
+553
|
New
|
|
|
280
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$18.7K
|
-$357K
|
-10,090
|
-95%
|
|
|
281
|
|
$18K
|
-$41.9K
|
-1,184
|
-71%
|
|
|
282
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$16K
|
–
|
–
|
–
|
|
|
283
|
Pathstone Family Office
Englewood,
New Jersey
|
$16K
|
+$71
|
+2
|
+0.5%
|
|
|
284
|
Private Ocean
San Rafael,
California
|
$15K
|
+$71
|
+2
|
+0.5%
|
|
|
285
|
|
$14K
|
–
|
–
|
–
|
|
|
286
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$13K
|
+$12.7K
|
+358
|
New
|
|
|
287
|
Covington Capital Management
Los Angeles,
California
|
$12K
|
-$354
|
-10
|
-3%
|
|
|
288
|
Pacific Center for Financial Services
San Ramon,
California
|
$12K
|
+$35
|
+1
|
+0.3%
|
|
|
289
|
SEI Investments
Oaks,
Pennsylvania
|
$10K
|
+$10.5K
|
+298
|
+335%
|
|
|
290
|
William Blair & Company
Chicago,
Illinois
|
$6K
|
–
|
–
|
–
|
|
|
291
|
Parallel Advisors
San Francisco,
California
|
$5K
|
+$4.6K
|
+130
|
New
|
|
|
292
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$5K
|
+$4.88K
|
+138
|
New
|
|
|
293
|
Bruderman Asset Management
Locust Valley,
New York
|
$4K
|
+$3.68K
|
+104
|
New
|
|
|
294
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$3K
|
+$3.29K
|
+93
|
New
|
|
|
295
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$2K
|
–
|
–
|
–
|
|
|
296
|
Accurate Investment Solutions
Seven Fields,
Pennsylvania
|
$1K
|
-$31.7K
|
-896
|
-97%
|
|
|
297
|
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
|
$1K
|
–
|
–
|
–
|
|
|
298
|
Winch Advisory Services
Appleton,
Wisconsin
|
$1K
|
+$35
|
+1
|
+3%
|
|
|
299
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$1K
|
+$707
|
+20
|
New
|
|
|
300
|
Azimuth Capital Management
Bloomfield Hills,
Michigan
|
–
|
-$12.4M
|
-383,020
|
Closed
|
|
