|
551
|
Allworth Financial
Folsom,
California
|
$2K
|
–
|
–
|
–
|
|
|
552
|
Berman Capital Advisors
Atlanta,
Georgia
|
$2K
|
–
|
–
|
–
|
|
|
553
|
Disciplined Investments
Tulsa,
Oklahoma
|
$2K
|
+$1.66K
|
+13
|
New
|
|
|
554
|
Evolution Wealth Advisors
Aventura,
Florida
|
$2K
|
+$1.79K
|
+14
|
New
|
|
|
555
|
Tradewinds Capital Management
Bellingham,
Washington
|
$2K
|
+$2.17K
|
+17
|
New
|
|
|
556
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$1K
|
–
|
–
|
–
|
|
|
557
|
First Personal Financial Services
Charlotte,
North Carolina
|
$1K
|
–
|
–
|
–
|
|
|
558
|
Liberty Wealth Management
Oakland,
California
|
$1K
|
–
|
–
|
–
|
|
|
559
|
TCI Wealth Advisors
Tucson,
Arizona
|
$1K
|
–
|
–
|
–
|
|
|
560
|
Valeo Financial Advisors
Carmel,
Indiana
|
$1K
|
–
|
–
|
–
|
|
|
561
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$1K
|
+$383
|
+3
|
+50%
|
|
|
562
|
Wealthcare Capital Management
Richmond,
Virginia
|
$1K
|
+$1.02K
|
+8
|
New
|
|
|
563
|
Price Wealth
Austin,
Texas
|
$1K
|
+$1.28K
|
+10
|
New
|
|
|
564
|
Raffa Wealth Management
Washington,
District of Columbia
|
$774
|
–
|
–
|
–
|
|
|
565
|
Sirios Capital Management
Boston,
Massachusetts
|
–
|
-$31.7M
|
-258,498
|
Closed
|
|
|
566
|
Boston Trust Walden
Boston,
Massachusetts
|
–
|
-$15.4M
|
-125,467
|
Closed
|
|
|
567
|
Dixon Mitchell Investment Counsel
Vancouver,
British Columbia, Canada
|
–
|
-$12.7M
|
-103,385
|
Closed
|
|
|
568
|
Bell Asset Management
Melbourne,
Australia
|
–
|
-$9.18M
|
-74,857
|
Closed
|
|
|
569
|
Camden National Bank
Camden,
Maine
|
–
|
-$6.77M
|
-55,201
|
Closed
|
|
|
570
|
Apertura Capital
Dallas,
Texas
|
–
|
-$3.68M
|
-30,000
|
Closed
|
|
|
571
|
Holocene Advisors
New York
|
–
|
-$3.01M
|
-24,527
|
Closed
|
|
|
572
|
Meitav Investment House
Bene-Beraq,
Israel
|
–
|
-$2.43M
|
-20,194
|
Closed
|
|
|
573
|
GAM Holding
Zurich,
Switzerland
|
–
|
-$2.28M
|
-18,602
|
Closed
|
|
|
574
|
Renaissance Investment Group
Lenox,
Massachusetts
|
–
|
-$2.19M
|
-17,840
|
Closed
|
|
|
575
|
D.L. Carlson Investment Group
Concord,
New Hampshire
|
–
|
-$1.86M
|
-15,156
|
Closed
|
|
