|
976
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$5K
|
–
|
–
|
–
|
|
|
977
|
Creative Financial Designs
Kokomo,
Indiana
|
$4K
|
-$4.31K
|
-62
|
-51%
|
|
|
978
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$4K
|
–
|
–
|
–
|
|
|
979
|
WealthBridge Capital Management
Westerville,
Ohio
|
$4K
|
+$4.17K
|
+60
|
New
|
|
|
980
|
Lavaca Capital
Houston,
Texas
|
$4K
|
+$4.87K
|
+70
|
New
|
|
|
981
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$3.94K
|
–
|
–
|
–
|
|
|
982
|
Raffa Wealth Management
Washington,
District of Columbia
|
$3.05K
|
–
|
–
|
–
|
|
|
983
|
USA Financial Formulas
Ada,
Michigan
|
$3K
|
-$4.9M
|
-70,419
|
-100%
|
|
|
984
|
CNB Bank
Clearfield,
Pennsylvania
|
$3K
|
-$3.13K
|
-45
|
-45%
|
|
|
985
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$3K
|
+$3.13K
|
+45
|
New
|
|
|
986
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$3K
|
+$3.2K
|
+46
|
New
|
|
|
987
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$2K
|
-$767K
|
-11,027
|
-100%
|
|
|
988
|
Delta Asset Management
Memphis,
Tennessee
|
$2K
|
–
|
–
|
–
|
|
|
989
|
Taylor Hoffman Wealth Management
Richmond,
Virginia
|
$2K
|
–
|
–
|
–
|
|
|
990
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$2K
|
+$1.95K
|
+28
|
New
|
|
|
991
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$2K
|
+$2.64K
|
+38
|
New
|
|
|
992
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$2K
|
+$2.71K
|
+39
|
New
|
|
|
993
|
Lazard Asset Management
New York
|
$1K
|
-$1.06M
|
-15,241
|
-100%
|
|
|
994
|
Nelson Capital Management
Menlo Park,
California
|
$1K
|
-$2.5K
|
-36
|
-82%
|
|
|
995
|
|
$1K
|
-$2.37K
|
-34
|
-61%
|
|
|
996
|
Financial Management Professionals
Austin,
Texas
|
$1K
|
–
|
–
|
–
|
|
|
997
|
Old North State Trust
Greensboro,
North Carolina
|
$1K
|
–
|
–
|
–
|
|
|
998
|
Southpoint Capital Advisors
New York
|
–
|
-$96.4M
|
-1,250,000
|
Closed
|
|
|
999
|
Hexavest
Montreal,
Quebec, Canada
|
–
|
-$64.3M
|
-833,466
|
Closed
|
|
|
1000
|
Bloom Tree Partners
New York
|
–
|
-$48.8M
|
-631,995
|
Closed
|
|
