|
1801
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$3K
|
–
|
–
|
–
|
|
|
1802
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$3K
|
–
|
–
|
–
|
|
|
1803
|
Arlington Partners
Birmingham,
Alabama
|
$3K
|
+$3.07K
|
+46
|
New
|
|
|
1804
|
Gleason Group
Prospect,
Kentucky
|
$3K
|
+$3.47K
|
+52
|
New
|
|
|
1805
|
Salomon & Ludwin
Richmond,
Virginia
|
$2K
|
–
|
–
|
–
|
|
|
1806
|
Capital City Trust
Tallahassee,
Florida
|
$1.42K
|
+$188K
|
+2,811
|
+13%
|
|
|
1807
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$1.3K
|
+$1.47K
|
+22
|
New
|
|
|
1808
|
Optimal Asset Management
Los Altos,
California
|
$1.24K
|
+$1.07M
|
+16,080
|
+340%
|
|
|
1809
|
USA Financial Formulas
Ada,
Michigan
|
$1K
|
-$1.72M
|
-25,782
|
-100%
|
|
|
1810
|
First Personal Financial Services
Charlotte,
North Carolina
|
$1K
|
-$4.34K
|
-65
|
-77%
|
|
|
1811
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$1K
|
–
|
–
|
–
|
|
|
1812
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
$1K
|
–
|
–
|
–
|
|
|
1813
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$1K
|
–
|
–
|
–
|
|
|
1814
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$1K
|
–
|
–
|
–
|
|
|
1815
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$1K
|
–
|
–
|
–
|
|
|
1816
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$1K
|
–
|
–
|
–
|
|
|
1817
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1K
|
+$534
|
+8
|
New
|
|
|
1818
|
WBH Advisory
Baltimore,
Maryland
|
$755
|
-$34K
|
-509
|
-4%
|
|
|
1819
|
Parnassus Investments
San Francisco,
California
|
–
|
-$622M
|
-8,372,832
|
Closed
|
|
|
1820
|
Charles Schwab Investment Advisory
San Francisco,
California
|
–
|
-$315M
|
-4,237,676
|
Closed
|
|
|
1821
|
Miller Value Partners
Sarasota,
Florida
|
–
|
-$56.4M
|
-759,225
|
Closed
|
|
|
1822
|
Farallon Capital Management
San Francisco,
California
|
–
|
-$55.7M
|
-750,000
|
Closed
|
|
|
1823
|
Polaris Wealth Advisory Group
San Rafael,
California
|
–
|
-$33.9M
|
-446,331
|
Closed
|
|
|
1824
|
R.H. Bluestein & Co
Birmingham,
Michigan
|
–
|
-$26.6M
|
-357,828
|
Closed
|
|
|
1825
|
Cadian Capital Management
New York
|
–
|
-$14.9M
|
-200,000
|
Closed
|
|
