|
1851
|
Burleson & Co
Petaluma,
California
|
$11K
|
–
|
–
|
–
|
|
|
1852
|
Knuff & Co
Foster City,
California
|
$11K
|
–
|
–
|
–
|
|
|
1853
|
Jackson Hole Capital Partners
Tulsa,
Oklahoma
|
$10K
|
–
|
–
|
–
|
|
|
1854
|
Westside Investment Management
Santa Monica,
California
|
$9.9K
|
+$1.43M
|
+6,593
|
+17%
|
|
|
1855
|
Clean Yield Group
Norwich,
Vermont
|
$7K
|
+$6.95K
|
+32
|
New
|
|
|
1856
|
Ballast Advisors
Woodbury,
Minnesota
|
$6K
|
–
|
–
|
–
|
|
|
1857
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$5K
|
–
|
–
|
–
|
|
|
1858
|
Mizuho Securities
Tokyo,
Japan
|
$5K
|
–
|
–
|
–
|
|
|
1859
|
Arrow Financial
Glens Falls,
New York
|
$5K
|
+$4.99K
|
+23
|
New
|
|
|
1860
|
Tucker Asset Management
Littleton,
Colorado
|
$4.46K
|
–
|
–
|
–
|
|
|
1861
|
First Command Advisory Services
Fort Worth,
Texas
|
$3K
|
-$31.3K
|
-144
|
-91%
|
|
|
1862
|
CX Institutional
Auburn,
Indiana
|
$3K
|
–
|
–
|
–
|
|
|
1863
|
Element Wealth
Ridgeland,
Mississippi
|
$2K
|
–
|
–
|
–
|
|
|
1864
|
HawsGoodwin Investment Management
Franklin,
Tennessee
|
$2K
|
–
|
–
|
–
|
|
|
1865
|
Wallington Asset Management
Indianapolis,
Indiana
|
$2K
|
–
|
–
|
–
|
|
|
1866
|
Centerpoint Advisors
Needham,
Massachusetts
|
$1K
|
+$868
|
+4
|
New
|
|
|
1867
|
Clearstead Trust
Portland,
Maine
|
$1K
|
+$1.3K
|
+6
|
New
|
|
|
1868
|
Cypress Capital
Franklin,
Tennessee
|
–
|
-$43.9M
|
-212,548
|
Closed
|
|
|
1869
|
Schroder Investment Management Group
London,
United Kingdom
|
–
|
-$14.5M
|
-70,033
|
Closed
|
|
|
1870
|
CPWM LLC
Seattle,
Washington
|
–
|
-$13.7M
|
-66,062
|
Closed
|
|
|
1871
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$10.4M
|
-48,053
|
Closed
|
|
|
1872
|
Signet Financial Management
Parsippany,
New Jersey
|
–
|
-$7.89M
|
-38,165
|
Closed
|
|
|
1873
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
–
|
-$6.42M
|
-31,040
|
Closed
|
|
|
1874
|
Sun Life Financial
Toronto,
Ontario, Canada
|
–
|
-$5.3M
|
-25,638
|
Closed
|
|
|
1875
|
Wealth CMT
Cherry Hill,
New Jersey
|
–
|
-$3.23M
|
-15,615
|
Closed
|
|
