|
301
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$4K
|
–
|
–
|
–
|
|
|
302
|
Cornerstone Advisors (Washington)
Bellevue,
Washington
|
$4K
|
–
|
–
|
–
|
|
|
303
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$4K
|
–
|
–
|
–
|
|
|
304
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$4K
|
–
|
–
|
–
|
|
|
305
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$4K
|
+$3.08K
|
+66
|
+161%
|
|
|
306
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$4K
|
+$4.43K
|
+95
|
New
|
|
|
307
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$3K
|
-$18.4K
|
-394
|
-86%
|
|
|
308
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$3K
|
-$47
|
-1
|
-1%
|
|
|
309
|
Meeder Asset Management
Dublin,
Ohio
|
$3K
|
+$1.21K
|
+26
|
+81%
|
|
|
310
|
|
$3K
|
+$2.57K
|
+55
|
New
|
|
|
311
|
Bessemer Group
Woodbridge,
New Jersey
|
$3K
|
+$3.31K
|
+71
|
New
|
|
|
312
|
AssetMark Inc
Concord,
California
|
$2K
|
-$2.89K
|
-62
|
-53%
|
|
|
313
|
Sonora Investment Management
Tucson,
Arizona
|
$2K
|
–
|
–
|
–
|
|
|
314
|
Selective Wealth Management
Forest,
Virginia
|
$2K
|
+$1.91K
|
+41
|
New
|
|
|
315
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$2K
|
+$2.24K
|
+48
|
New
|
|
|
316
|
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
|
$2K
|
+$2.33K
|
+50
|
New
|
|
|
317
|
Cutler Group
San Francisco,
California
|
$1K
|
-$185K
|
-3,955
|
-99%
|
|
|
318
|
Advisornet Financial
Minnetonka,
Minnesota
|
$1K
|
-$35K
|
-750
|
-97%
|
|
|
319
|
Berman Capital Advisors
Atlanta,
Georgia
|
$1K
|
–
|
–
|
–
|
|
|
320
|
Brown Brothers Harriman & Co
New York
|
$1K
|
–
|
–
|
–
|
|
|
321
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$1K
|
–
|
–
|
–
|
|
|
322
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$1K
|
–
|
–
|
–
|
|
|
323
|
Whittier Trust
South Pasadena,
California
|
$1K
|
–
|
–
|
–
|
|
|
324
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$1K
|
+$1.45K
|
+31
|
New
|
|
|
325
|
Columbus Circle Investors
|
–
|
-$32.8M
|
-668,747
|
Closed
|
|
