|
201
|
Proficio Capital Partners
Newton,
Massachusetts
|
$25K
|
+$24.7K
|
+741
|
New
|
|
|
202
|
First Personal Financial Services
Charlotte,
North Carolina
|
$18K
|
–
|
–
|
–
|
|
|
203
|
Markston International
White Plains,
New York
|
$16K
|
–
|
–
|
–
|
|
|
204
|
Rockefeller Capital Management
New York
|
$15K
|
+$14.4K
|
+433
|
New
|
|
|
205
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$13K
|
+$13.1K
|
+393
|
New
|
|
|
206
|
|
$9K
|
–
|
–
|
–
|
|
|
207
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$8K
|
-$555K
|
-16,650
|
-99%
|
|
|
208
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$7K
|
–
|
–
|
–
|
|
|
209
|
First Horizon Advisors
Memphis,
Tennessee
|
$7K
|
+$1.1K
|
+33
|
+18%
|
|
|
210
|
Northwest Wealth Management
Spencer,
Iowa
|
$5K
|
–
|
–
|
–
|
|
|
211
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$4K
|
-$600
|
-18
|
-12%
|
|
|
212
|
Price Wealth
Austin,
Texas
|
$4K
|
–
|
–
|
–
|
|
|
213
|
Pathstone Family Office
Englewood,
New Jersey
|
$3K
|
–
|
–
|
–
|
|
|
214
|
Berman Capital Advisors
Atlanta,
Georgia
|
$2K
|
-$338K
|
-10,151
|
-99%
|
|
|
215
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$2K
|
-$8.76K
|
-263
|
-83%
|
|
|
216
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$2K
|
–
|
–
|
–
|
|
|
217
|
Legacy Financial Advisors
Covington,
Kentucky
|
$2K
|
+$1.47K
|
+44
|
New
|
|
|
218
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1K
|
-$22.7K
|
-681
|
-94%
|
|
|
219
|
Fidelity Investments
Boston,
Massachusetts
|
$1K
|
-$2.3K
|
-69
|
-74%
|
|
|
220
|
Alera Investment Advisors
Deerfield,
Illinois
|
$1K
|
–
|
–
|
–
|
|
|
221
|
Assured Investment Management
New York
|
$1K
|
+$1.07K
|
+32
|
New
|
|
|
222
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
$1K
|
+$1.1K
|
+33
|
New
|
|
|
223
|
Hodges Capital Management
Dallas,
Texas
|
–
|
-$5.35M
|
-181,060
|
Closed
|
|
|
224
|
Wellington Management Group
Boston,
Massachusetts
|
–
|
-$2.86M
|
-96,893
|
Closed
|
|
|
225
|
Buckingham Capital Management (New York)
New York
|
–
|
-$2.76M
|
-93,527
|
Closed
|
|
