|
176
|
Lenox Wealth Advisors
New York
|
$1K
|
+$626
|
+48
|
New
|
|
|
177
|
Golden State Wealth Management
Santa Ana,
California
|
$1K
|
+$743
|
+57
|
New
|
|
|
178
|
Kelly Financial Services
Braintree,
Massachusetts
|
$716
|
+$704
|
+54
|
New
|
|
|
179
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$117
|
–
|
–
|
–
|
|
|
180
|
Strategic Wealth Partners
Independence,
Ohio
|
$4
|
-$743
|
-57
|
-14%
|
|
|
181
|
United Services Automobile Association
San Antonio,
Texas
|
–
|
-$22.9M
|
-1,759,290
|
Closed
|
|
|
182
|
|
–
|
-$2.66M
|
-204,066
|
Closed
|
|
|
183
|
New England Guild Wealth Advisors
Avon,
Connecticut
|
–
|
-$423K
|
-32,463
|
Closed
|
|
|
184
|
Burleson & Co
Petaluma,
California
|
–
|
-$376K
|
-28,839
|
Closed
|
|
|
185
|
Private Advisor Group
Morristown,
New Jersey
|
–
|
-$207K
|
-15,855
|
Closed
|
|
|
186
|
Windsor Wealth Management
Indianapolis,
Indiana
|
–
|
-$203K
|
-15,516
|
Closed
|
|
|
187
|
Lido Advisors
Los Angeles,
California
|
–
|
-$201K
|
-15,432
|
Closed
|
|
|
188
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
–
|
-$59K
|
-4,527
|
Closed
|
|
|
189
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
–
|
-$45K
|
-3,390
|
Closed
|
|
|
190
|
Vigilant Capital Management
Portland,
Maine
|
–
|
-$17K
|
-1,320
|
Closed
|
|
|
191
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
–
|
-$11K
|
-864
|
Closed
|
|
|
192
|
Realta Investment Advisors
Wilmington,
Delaware
|
–
|
-$10K
|
-726
|
Closed
|
|
|
193
|
Destination Wealth Management
Walnut Creek,
California
|
–
|
-$2K
|
-162
|
Closed
|
|
|
194
|
Sonora Investment Management
Tucson,
Arizona
|
–
|
-$2K
|
-129
|
Closed
|
|
|
195
|
TrueWealth LLC
Atlanta,
Georgia
|
–
|
-$1K
|
-66
|
Closed
|
|
|
196
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
–
|
-$1K
|
-66
|
Closed
|
|
|
197
|
Meeder Asset Management
Dublin,
Ohio
|
–
|
+$78
|
+6
|
New
|
|
