|
1026
|
Burleson & Co
Petaluma,
California
|
$5K
|
+$4.92K
|
+140
|
New
|
|
|
1027
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$4K
|
-$2.5K
|
-71
|
-37%
|
|
|
1028
|
Alpha DNA Investment Management
Columbia,
Maryland
|
$4K
|
–
|
–
|
–
|
|
|
1029
|
Regal Wealth Group
Seal Beach,
California
|
$4K
|
+$70
|
+2
|
+2%
|
|
|
1030
|
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
|
$4K
|
+$3.83K
|
+109
|
New
|
|
|
1031
|
Copeland Capital Management
Conshohocken,
Pennsylvania
|
$3K
|
–
|
–
|
–
|
|
|
1032
|
Essex Investment Management
Boston,
Massachusetts
|
$3K
|
–
|
–
|
–
|
|
|
1033
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$3K
|
–
|
–
|
–
|
|
|
1034
|
TCI Wealth Advisors
Tucson,
Arizona
|
$3K
|
–
|
–
|
–
|
|
|
1035
|
BNP Paribas Financial Markets
Paris,
France
|
$2.26K
|
-$620K
|
-17,647
|
-100%
|
|
|
1036
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$2.08K
|
–
|
–
|
–
|
|
|
1037
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$2K
|
–
|
–
|
–
|
|
|
1038
|
Evoke Wealth
Los Angeles,
California
|
$2K
|
–
|
–
|
–
|
|
|
1039
|
Larson Financial Group
St Louis,
Missouri
|
$2K
|
–
|
–
|
–
|
|
|
1040
|
Baystate Wealth Management
Boston,
Massachusetts
|
$2K
|
+$35
|
+1
|
+1%
|
|
|
1041
|
Avior Wealth Management
Omaha,
Nebraska
|
$2K
|
+$422
|
+12
|
+24%
|
|
|
1042
|
Better Money Decisions
Santa Fe,
New Mexico
|
$2K
|
+$1.76K
|
+50
|
New
|
|
|
1043
|
Raffa Wealth Management
Washington,
District of Columbia
|
$1.17K
|
+$1.13K
|
+32
|
New
|
|
|
1044
|
City Holding Co
Charleston,
West Virginia
|
$1K
|
–
|
–
|
–
|
|
|
1045
|
Disciplined Investments
Tulsa,
Oklahoma
|
$1K
|
–
|
–
|
–
|
|
|
1046
|
MCF Advisors
Covington,
Kentucky
|
$1K
|
–
|
–
|
–
|
|
|
1047
|
Tortoise Investment Management
White Plains,
New York
|
$1K
|
+$844
|
+24
|
New
|
|
|
1048
|
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
|
$1K
|
+$1.05K
|
+30
|
New
|
|
|
1049
|
Westside Investment Management
Santa Monica,
California
|
$28
|
–
|
–
|
–
|
|
|
1050
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
–
|
-$50.6M
|
-1,582,401
|
Closed
|
|
