|
151
|
Bogart Wealth LLC
Mclean,
Virginia
|
$28K
|
–
|
–
|
–
|
|
|
152
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$25K
|
–
|
–
|
–
|
|
|
153
|
Advisory Services Network
Atlanta,
Georgia
|
$25K
|
+$25.3K
|
+502
|
New
|
|
|
154
|
PSI Advisors
Tampa,
Florida
|
$23K
|
+$23.8K
|
+473
|
New
|
|
|
155
|
Rockefeller Capital Management
New York
|
$22K
|
-$8.21K
|
-163
|
-27%
|
|
|
156
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$15K
|
+$15.1K
|
+300
|
New
|
|
|
157
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$14.3K
|
+$14.4K
|
+285
|
New
|
|
|
158
|
CKW Financial Group
Honolulu,
Hawaii
|
$14K
|
–
|
–
|
–
|
|
|
159
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$13K
|
+$12.8K
|
+255
|
New
|
|
|
160
|
TimeScale Financial
Danvers,
Massachusetts
|
$8K
|
–
|
–
|
–
|
|
|
161
|
Engrave Wealth Partners
The Woodlands,
Texas
|
$8K
|
+$8.41K
|
+167
|
New
|
|
|
162
|
Sonora Investment Management
Tucson,
Arizona
|
$5K
|
+$5.04K
|
+100
|
New
|
|
|
163
|
Front Row Advisors
Tiburon,
California
|
$3K
|
–
|
–
|
–
|
|
|
164
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$3K
|
+$2.52K
|
+50
|
New
|
|
|
165
|
Opus Investment Management
Worcester,
Massachusetts
|
–
|
-$25.2M
|
-500,000
|
Closed
|
|
|
166
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
–
|
-$5.83M
|
-115,671
|
Closed
|
|
|
167
|
Squar Milner Financial Services
Irvine,
California
|
–
|
-$5.82M
|
-115,003
|
Closed
|
|
|
168
|
Mirador Capital Partners
Pleasanton,
California
|
–
|
-$4.23M
|
-83,922
|
Closed
|
|
|
169
|
HSBC Holdings
London,
United Kingdom
|
–
|
-$4.11M
|
-81,500
|
Closed
|
|
|
170
|
TownSquare Capital
Provo,
Utah
|
–
|
-$2.76M
|
-54,772
|
Closed
|
|
|
171
|
|
–
|
-$2.71M
|
-53,693
|
Closed
|
|
|
172
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
–
|
-$2.7M
|
-53,644
|
Closed
|
|
|
173
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$538K
|
-10,680
|
Closed
|
|
|
174
|
Chicago Partners Investment Group
Chicago,
Illinois
|
–
|
-$410K
|
-8,142
|
Closed
|
|
|
175
|
Homrich & Berg
Atlanta,
Georgia
|
–
|
-$250K
|
-4,964
|
Closed
|
|
