|
401
|
Gary Goldberg Planning Services
Suffern,
New York
|
$11K
|
+$11.2K
|
+124
|
New
|
|
|
402
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$8K
|
-$2.36K
|
-26
|
-22%
|
|
|
403
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$8K
|
+$7.98K
|
+88
|
New
|
|
|
404
|
Klingman & Associates
New York
|
$8K
|
+$9.07K
|
+100
|
New
|
|
|
405
|
Interactive Financial Advisors
New Lenox,
Illinois
|
$7K
|
+$2.63K
|
+29
|
+59%
|
|
|
406
|
Boston Private Bank & Trust
Boston,
Massachusetts
|
$5K
|
–
|
–
|
–
|
|
|
407
|
Highlander Capital Management
Short Hills,
New Jersey
|
$5K
|
–
|
–
|
–
|
|
|
408
|
US Financial Advisors
Braintree,
Massachusetts
|
$5K
|
+$5.26K
|
+58
|
New
|
|
|
409
|
New Harbor Financial Group
Worcester,
Massachusetts
|
$5K
|
+$5.44K
|
+60
|
New
|
|
|
410
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$4K
|
–
|
–
|
–
|
|
|
411
|
Horrell Capital Management
Little Rock,
Arkansas
|
$4K
|
+$3.9K
|
+43
|
New
|
|
|
412
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$3K
|
-$15K
|
-165
|
-81%
|
|
|
413
|
Apriem Advisors
Irvine,
California
|
$3K
|
–
|
–
|
–
|
|
|
414
|
Howe & Rusling
Rochester,
New York
|
$3K
|
–
|
–
|
–
|
|
|
415
|
Washington Trust Bank
Spokane,
Washington
|
$3K
|
–
|
–
|
–
|
|
|
416
|
Karp Capital Management
Sausalito,
California
|
$2K
|
+$2.18K
|
+24
|
New
|
|
|
417
|
Vantage Investment Advisors
State College,
Pennsylvania
|
$1K
|
–
|
–
|
–
|
|
|
418
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
-$56.8M
|
-592,275
|
Closed
|
|
|
419
|
Spectrum Management Group
Indianapolis,
Indiana
|
–
|
-$9.8M
|
-102,294
|
Closed
|
|
|
420
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$5.51M
|
-60,826
|
Closed
|
|
|
421
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
–
|
-$5.74M
|
-60,233
|
Closed
|
|
|
422
|
Palladium Partners
Norfolk,
Virginia
|
–
|
-$2.95M
|
-30,741
|
Closed
|
|
|
423
|
Torch Wealth Management
Cincinnati,
Ohio
|
–
|
-$2.71M
|
-28,295
|
Closed
|
|
|
424
|
Keeley Asset Management
Chicago,
Illinois
|
–
|
-$1.72M
|
-17,890
|
Closed
|
|
|
425
|
Avalon Capital Management
Port Of Redwood City,
California
|
–
|
-$1.69M
|
-17,678
|
Closed
|
|
