|
151
|
Rockbridge Investment Management
Syracuse,
New York
|
$10K
|
–
|
–
|
–
|
|
|
152
|
Key Financial Inc
West Chester,
Pennsylvania
|
$10K
|
+$8.45K
|
+640
|
New
|
|
|
153
|
|
$9K
|
+$7.3K
|
+553
|
New
|
|
|
154
|
Whittier Trust
South Pasadena,
California
|
$8K
|
-$602K
|
-45,630
|
-99%
|
|
|
155
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$4K
|
-$1.45K
|
-110
|
-31%
|
|
|
156
|
Sonora Investment Management
Tucson,
Arizona
|
$4K
|
–
|
–
|
–
|
|
|
157
|
First Personal Financial Services
Charlotte,
North Carolina
|
$2K
|
-$1.14K
|
-86
|
-43%
|
|
|
158
|
SignatureFD
Atlanta,
Georgia
|
$2K
|
+$502
|
+38
|
+61%
|
|
|
159
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$2K
|
+$1.41K
|
+107
|
New
|
|
|
160
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$1K
|
-$1.16M
|
-88,079
|
-100%
|
|
|
161
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1K
|
–
|
–
|
–
|
|
|
162
|
Geneos Wealth Management
Englewood,
Colorado
|
$1K
|
+$660
|
+50
|
New
|
|
|
163
|
Column Capital Advisors
Indianapolis,
Indiana
|
$1K
|
+$898
|
+68
|
New
|
|
|
164
|
FourThought Financial
Venice,
Florida
|
$1K
|
+$1.08K
|
+82
|
New
|
|
|
165
|
Raffa Wealth Management
Washington,
District of Columbia
|
$466
|
–
|
–
|
–
|
|
|
166
|
Encompass Capital Advisors
New York
|
–
|
-$7.39M
|
-664,323
|
Closed
|
|
|
167
|
Crawford Investment Counsel
Atlanta,
Georgia
|
–
|
-$958K
|
-86,035
|
Closed
|
|
|
168
|
Rothschild & Co Asset Management US
Stamford,
Connecticut
|
–
|
-$742K
|
-66,705
|
Closed
|
|
|
169
|
|
–
|
-$679K
|
-61,081
|
Closed
|
|
|
170
|
BI Asset Management Fondsmaeglerselskab
Kobenhavn,
Denmark
|
–
|
-$453K
|
-40,731
|
Closed
|
|
|
171
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
–
|
-$424K
|
-38,107
|
Closed
|
|
|
172
|
T. Rowe Price Associates
Baltimore,
Maryland
|
–
|
-$225K
|
-20,253
|
Closed
|
|
|
173
|
Capital Fund Management (CFM)
Paris,
France
|
–
|
-$209K
|
-18,771
|
Closed
|
|
|
174
|
|
–
|
-$247K
|
-18,732
|
Closed
|
|
|
175
|
WhitTier Trust Company
Reno,
Nevada
|
–
|
-$244K
|
-18,451
|
-100%
|
|
