|
401
|
America First Investment Advisors
Omaha,
Nebraska
|
$18K
|
–
|
–
|
–
|
|
|
402
|
Strategic Wealth Partners
Independence,
Ohio
|
$18K
|
+$17.6K
|
+147
|
New
|
|
|
403
|
Sutton Wealth Advisors
Tampa,
Florida
|
$16.7K
|
–
|
–
|
–
|
|
|
404
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$13K
|
-$2.39K
|
-20
|
-16%
|
|
|
405
|
Anchor Investment Management
Columbia,
South Carolina
|
$12.3K
|
–
|
–
|
–
|
|
|
406
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$12.3K
|
–
|
–
|
–
|
|
|
407
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$12K
|
+$11.2K
|
+94
|
New
|
|
|
408
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$11K
|
–
|
–
|
–
|
|
|
409
|
|
$9K
|
-$6.09K
|
-51
|
-40%
|
|
|
410
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$8K
|
+$7.53K
|
+63
|
New
|
|
|
411
|
AllSquare Wealth Management
Albany,
New York
|
$7K
|
–
|
–
|
–
|
|
|
412
|
First Personal Financial Services
Charlotte,
North Carolina
|
$5K
|
-$329K
|
-2,750
|
-99%
|
|
|
413
|
IHT Wealth Management
Chicago,
Illinois
|
$4K
|
–
|
–
|
–
|
|
|
414
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$1K
|
–
|
–
|
–
|
|
|
415
|
Aspiriant LLC
Los Angeles,
California
|
–
|
-$8.26M
|
-71,533
|
Closed
|
|
|
416
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
–
|
-$6.39M
|
-55,375
|
Closed
|
|
|
417
|
Credit Suisse
Zurich,
Switzerland
|
–
|
-$4.05M
|
-35,076
|
Closed
|
|
|
418
|
Investment Centers of America
Bismarck,
North Dakota
|
–
|
-$1.67M
|
-14,451
|
Closed
|
|
|
419
|
HL Financial Services
Louisville,
Kentucky
|
–
|
-$1.04M
|
-9,049
|
Closed
|
|
|
420
|
Truepoint Inc
Cincinnati,
Ohio
|
–
|
-$932K
|
-8,075
|
Closed
|
|
|
421
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$866K
|
-7,251
|
Closed
|
|
|
422
|
|
–
|
-$598K
|
-5,181
|
Closed
|
|
|
423
|
Klingman & Associates
New York
|
–
|
-$329K
|
-2,852
|
Closed
|
|
|
424
|
Narwhal Capital Management
Marietta,
Georgia
|
–
|
-$321K
|
-2,778
|
Closed
|
|
|
425
|
Concorde Asset Management
Ann Arbor,
Michigan
|
–
|
-$248K
|
-2,146
|
Closed
|
|
