|
201
|
AllSquare Wealth Management
Albany,
New York
|
$12K
|
–
|
–
|
–
|
|
|
202
|
Optimum Investment Advisors
Chicago,
Illinois
|
$12K
|
–
|
–
|
–
|
|
|
203
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$7K
|
–
|
–
|
–
|
|
|
204
|
Clean Yield Group
Norwich,
Vermont
|
$7K
|
–
|
–
|
–
|
|
|
205
|
Knights of Columbus Asset Advisors
New Haven,
Connecticut
|
$7K
|
–
|
–
|
–
|
|
|
206
|
Safeguard Investment Advisory Group
Corona,
California
|
$6K
|
+$6.77K
|
+271
|
New
|
|
|
207
|
IFP Advisors
Tampa,
Florida
|
$4K
|
–
|
–
|
–
|
|
|
208
|
Retirement Group
San Diego,
California
|
$2K
|
-$2.12K
|
-85
|
-83%
|
|
|
209
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$2K
|
–
|
–
|
–
|
|
|
210
|
|
$1K
|
-$17.7K
|
-707
|
-95%
|
|
|
211
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
–
|
-$2.01M
|
-80,123
|
Closed
|
|
|
212
|
WrapManager Inc
Mill Valley,
California
|
–
|
-$1.85M
|
-74,015
|
Closed
|
|
|
213
|
Baird Financial Group
Milwaukee,
Wisconsin
|
–
|
-$1.25M
|
-49,965
|
Closed
|
|
|
214
|
Confluence Investment Management
St. Louis,
Missouri
|
–
|
-$436K
|
-17,414
|
Closed
|
|
|
215
|
Buffington Mohr McNeal
Boise,
Idaho
|
–
|
-$354K
|
-14,115
|
Closed
|
|
|
216
|
Mather Group
Chicago,
Illinois
|
–
|
-$342K
|
-13,640
|
Closed
|
|
|
217
|
Resonant Capital Advisors
Madison,
Wisconsin
|
–
|
-$281K
|
-11,203
|
Closed
|
|
|
218
|
Geneva Partners
Lake Geneva,
Wisconsin
|
–
|
-$230K
|
-9,197
|
Closed
|
|
|
219
|
J.W. Cole Advisors
Tampa,
Florida
|
–
|
-$216K
|
-8,609
|
Closed
|
|
|
220
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
–
|
-$202K
|
-8,045
|
Closed
|
|
|
221
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
–
|
-$119K
|
-4,787
|
Closed
|
|
|
222
|
Valeo Financial Advisors
Carmel,
Indiana
|
–
|
-$40K
|
-1,600
|
Closed
|
|
|
223
|
|
–
|
-$3K
|
-134
|
Closed
|
|
|
224
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
+$50
|
+2
|
New
|
|
|
225
|
|
–
|
+$125
|
+5
|
New
|
|
