|
201
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$12K
|
+$12.2K
|
+440
|
New
|
|
|
202
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$11K
|
–
|
–
|
–
|
|
|
203
|
|
$11K
|
+$11.4K
|
+414
|
New
|
|
|
204
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$10K
|
-$29.5K
|
-1,067
|
-74%
|
|
|
205
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$10K
|
+$469
|
+17
|
+5%
|
|
|
206
|
WFG Advisors
Dallas,
Texas
|
$10K
|
+$6.24K
|
+226
|
+166%
|
|
|
207
|
ClearBridge Investments
New York
|
$5K
|
+$5.38K
|
+195
|
New
|
|
|
208
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$4K
|
–
|
–
|
–
|
|
|
209
|
Security National Trust
Wheeling,
West Virginia
|
$4K
|
+$4.53K
|
+164
|
New
|
|
|
210
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$4K
|
+$4.61K
|
+167
|
New
|
|
|
211
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$3K
|
+$3.51K
|
+127
|
New
|
|
|
212
|
Focused Wealth Management
Newburgh,
New York
|
$2K
|
+$1.63K
|
+59
|
New
|
|
|
213
|
Next Financial Group
Houston,
Texas
|
$2K
|
+$2.4K
|
+87
|
New
|
|
|
214
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$1K
|
+$939
|
+34
|
New
|
|
|
215
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$2
|
-$3.67K
|
-133
|
-67%
|
|
|
216
|
Sand Hill Global Advisors
Palo Alto,
California
|
–
|
-$29.9M
|
-1,148,348
|
Closed
|
|
|
217
|
Zeke Capital Advisors
Berwyn,
Pennsylvania
|
–
|
-$24.2M
|
-927,297
|
Closed
|
|
|
218
|
Tanglewood Wealth Management
Houston,
Texas
|
–
|
-$15.3M
|
-588,152
|
Closed
|
|
|
219
|
FundX Investment Group
San Francisco,
California
|
–
|
-$10.2M
|
-389,565
|
Closed
|
|
|
220
|
Ruggie Capital Group
Tavares,
Florida
|
–
|
-$5.25M
|
-185,629
|
Closed
|
|
|
221
|
Bluefin Capital Management
New York
|
–
|
-$358K
|
-13,732
|
Closed
|
|
|
222
|
National Planning Corporation
El Segundo,
California
|
–
|
-$344K
|
-12,235
|
Closed
|
|
|
223
|
Fiduciary Trust International
Lincoln,
Massachusetts
|
–
|
-$307K
|
-11,779
|
Closed
|
|
|
224
|
|
–
|
-$298K
|
-11,444
|
Closed
|
|
|
225
|
CIBC Bank USA
Chicago,
Illinois
|
–
|
-$262K
|
-10,056
|
Closed
|
|
