|
301
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$24K
|
+$275
|
+3
|
+1%
|
|
|
302
|
Spectrum Management Group
Indianapolis,
Indiana
|
$22K
|
–
|
–
|
–
|
|
|
303
|
Kings Point Capital Management
Great Neck,
New York
|
$13K
|
+$12.9K
|
+141
|
New
|
|
|
304
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$10.7K
|
–
|
–
|
–
|
|
|
305
|
Strategic Blueprint
Atlanta,
Georgia
|
$9K
|
+$9.24K
|
+101
|
New
|
|
|
306
|
Clean Yield Group
Norwich,
Vermont
|
$7K
|
–
|
–
|
–
|
|
|
307
|
Julex Capital Management
Wellesley,
Massachusetts
|
$6K
|
-$13.8K
|
-151
|
-70%
|
|
|
308
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$6K
|
+$1.92K
|
+21
|
+40%
|
|
|
309
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$5K
|
+$2.38K
|
+26
|
+100%
|
|
|
310
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$4K
|
+$92
|
+1
|
+3%
|
|
|
311
|
Anchor Investment Management
Columbia,
South Carolina
|
$3.39K
|
–
|
–
|
–
|
|
|
312
|
Pin Oak Investment Advisors
Houston,
Texas
|
$3K
|
–
|
–
|
–
|
|
|
313
|
Weaver Consulting Group
Huntington Beach,
California
|
$2K
|
–
|
–
|
–
|
|
|
314
|
Fidelity Investments
Boston,
Massachusetts
|
$1K
|
-$54.4K
|
-594
|
-97%
|
|
|
315
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
–
|
-$44.4M
|
-484,298
|
Closed
|
|
|
316
|
United Asset Strategies
Garden City,
New York
|
–
|
-$5.46M
|
-59,587
|
Closed
|
|
|
317
|
Covalis Capital
London,
United Kingdom
|
–
|
-$3.2M
|
-34,941
|
Closed
|
|
|
318
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$2.76M
|
-30,100
|
Closed
|
|
|
319
|
Sather Financial Group
Victoria,
Texas
|
–
|
-$1.75M
|
-19,159
|
Closed
|
|
|
320
|
Wellesley Investment Partners
Wellesley,
Massachusetts
|
–
|
-$1.42M
|
-15,555
|
Closed
|
|
|
321
|
First Personal Financial Services
Charlotte,
North Carolina
|
–
|
-$976K
|
-10,659
|
Closed
|
|
|
322
|
M Holdings Securities
Portland,
Oregon
|
–
|
-$934K
|
-10,200
|
Closed
|
|
|
323
|
Knowledge Leaders Capital
Denver,
Colorado
|
–
|
-$772K
|
-8,429
|
Closed
|
|
|
324
|
Eaton Vance Management
Boston,
Massachusetts
|
–
|
-$726K
|
-7,920
|
Closed
|
|
|
325
|
Beacon Pointe Wealth Advisors
Newport Beach,
California
|
–
|
-$598K
|
-6,524
|
Closed
|
|
