|
201
|
Valeo Financial Advisors
Carmel,
Indiana
|
$25K
|
–
|
–
|
–
|
|
|
202
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$25K
|
+$25.3K
|
+1,180
|
New
|
|
|
203
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$22K
|
–
|
–
|
–
|
|
|
204
|
TimeScale Financial
Danvers,
Massachusetts
|
$22K
|
–
|
–
|
–
|
|
|
205
|
|
$21K
|
-$21.4K
|
-1,000
|
-50%
|
|
|
206
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$14K
|
–
|
–
|
–
|
|
|
207
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$13K
|
-$30.6K
|
-1,426
|
-70%
|
|
|
208
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$13K
|
–
|
–
|
–
|
|
|
209
|
Winthrop Partners - WNY
Buffalo,
New York
|
$9.67K
|
–
|
–
|
–
|
|
|
210
|
Fidelity Investments
Boston,
Massachusetts
|
$9K
|
-$1.5K
|
-70
|
-15%
|
|
|
211
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$8K
|
+$8.25K
|
+385
|
New
|
|
|
212
|
Clean Yield Group
Norwich,
Vermont
|
$5K
|
–
|
–
|
–
|
|
|
213
|
Vectors Research Management
New York
|
$5K
|
–
|
–
|
–
|
|
|
214
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$5K
|
+$4.74K
|
+221
|
New
|
|
|
215
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$2K
|
–
|
–
|
–
|
|
|
216
|
Strategic Wealth Partners
Independence,
Ohio
|
$8
|
+$8.79K
|
+410
|
New
|
|
|
217
|
Citadel Advisors
Miami,
Florida
|
–
|
-$422K
|
-19,704
|
Closed
|
|
|
218
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
–
|
-$276K
|
-12,887
|
Closed
|
|
|
219
|
|
–
|
-$271K
|
-12,685
|
Closed
|
|
|
220
|
Goelzer Investment Management
Carmel,
Indiana
|
–
|
-$218K
|
-10,195
|
Closed
|
|
|
221
|
Cerity Partners OCIO
New York
|
–
|
-$205K
|
-9,590
|
Closed
|
|
|
222
|
Squar Milner Financial Services
Irvine,
California
|
–
|
-$203K
|
-9,471
|
Closed
|
|
|
223
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
–
|
-$68K
|
-3,174
|
Closed
|
|
|
224
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
–
|
-$45K
|
-2,119
|
Closed
|
|
|
225
|
Carroll Financial Associates
Charlotte,
North Carolina
|
–
|
-$12K
|
-604
|
Closed
|
|
