|
176
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$20K
|
+$19K
|
+300
|
New
|
|
|
177
|
Kernodle & Katon Asset Management Group
Searcy,
Arkansas
|
$18K
|
–
|
–
|
–
|
|
|
178
|
|
$17K
|
+$11.3K
|
+178
|
+231%
|
|
|
179
|
Allworth Financial
Folsom,
California
|
$16K
|
–
|
–
|
–
|
|
|
180
|
Kings Point Capital Management
Great Neck,
New York
|
$15K
|
–
|
–
|
–
|
|
|
181
|
Synovus Financial
Columbus,
Georgia
|
$10K
|
–
|
–
|
–
|
|
|
182
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$10K
|
+$9.42K
|
+149
|
New
|
|
|
183
|
First Interstate Bank
Billings,
Montana
|
$8K
|
+$3.04K
|
+48
|
+62%
|
|
|
184
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$7K
|
–
|
–
|
–
|
|
|
185
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$4K
|
+$3.16K
|
+50
|
+833%
|
|
|
186
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
187
|
Credit Suisse
Zurich,
Switzerland
|
–
|
-$3.3M
|
-49,181
|
Closed
|
|
|
188
|
NewFocus Financial Group
Vancouver,
Washington
|
–
|
-$1.71M
|
-25,505
|
Closed
|
|
|
189
|
|
–
|
-$1.4M
|
-20,840
|
Closed
|
|
|
190
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
–
|
-$678K
|
-10,096
|
Closed
|
|
|
191
|
Washington Trust Bank
Spokane,
Washington
|
–
|
-$543K
|
-8,085
|
Closed
|
|
|
192
|
Crosspoint Capital Strategies
Orinda,
California
|
–
|
-$251K
|
-3,820
|
Closed
|
|
|
193
|
Private Advisor Group
Morristown,
New Jersey
|
–
|
-$209K
|
-3,108
|
Closed
|
|
|
194
|
Cerity Partners OCIO
New York
|
–
|
-$202K
|
-3,005
|
Closed
|
|
|
195
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
–
|
-$201K
|
-2,990
|
Closed
|
|
|
196
|
Archford Capital Strategies
Swansea,
Illinois
|
–
|
-$38K
|
-554
|
Closed
|
|
|
197
|
Carroll Financial Associates
Charlotte,
North Carolina
|
–
|
-$33K
|
-500
|
Closed
|
|
|
198
|
Asset Dedication LLC
San Francisco,
California
|
–
|
-$26K
|
-384
|
Closed
|
|
|
199
|
Apriem Advisors
Irvine,
California
|
–
|
-$22K
|
-323
|
Closed
|
|
|
200
|
Gupta Wealth Management
San Diego,
California
|
–
|
-$15K
|
-220
|
Closed
|
|
