|
301
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$10K
|
–
|
–
|
–
|
|
|
302
|
Delta Asset Management
Memphis,
Tennessee
|
$10K
|
–
|
–
|
–
|
|
|
303
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$10K
|
–
|
–
|
–
|
|
|
304
|
Rice Partnership
Honolulu,
Hawaii
|
$10K
|
–
|
–
|
–
|
|
|
305
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$10K
|
–
|
–
|
–
|
|
|
306
|
Bison Wealth
Atlanta,
Georgia
|
$9K
|
+$849
|
+8
|
+10%
|
|
|
307
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$9K
|
+$9.55K
|
+90
|
New
|
|
|
308
|
Kelly Financial Services
Braintree,
Massachusetts
|
$7.25K
|
-$872K
|
-8,215
|
-99%
|
|
|
309
|
Twin Tree Management
Dallas,
Texas
|
$7K
|
-$2.85M
|
-26,830
|
-100%
|
|
|
310
|
Macroview Investment Management
Bethesda,
Maryland
|
$7K
|
–
|
–
|
–
|
|
|
311
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$6K
|
–
|
–
|
–
|
|
|
312
|
Retirement Group
San Diego,
California
|
$6K
|
–
|
–
|
–
|
|
|
313
|
HM Payson & Co
Portland,
Maine
|
$5K
|
–
|
–
|
–
|
|
|
314
|
Destiny Wealth Partners
Tavares,
Florida
|
$5K
|
+$5.31K
|
+50
|
New
|
|
|
315
|
Affiance Financial
St. Louis Park,
Minnesota
|
$4K
|
–
|
–
|
–
|
|
|
316
|
AllSquare Wealth Management
Albany,
New York
|
$4K
|
–
|
–
|
–
|
|
|
317
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$3K
|
–
|
–
|
–
|
|
|
318
|
Sonora Investment Management
Tucson,
Arizona
|
$3K
|
–
|
–
|
–
|
|
|
319
|
Tradewinds Capital Management
Bellingham,
Washington
|
$3K
|
–
|
–
|
–
|
|
|
320
|
Winch Advisory Services
Appleton,
Wisconsin
|
$3K
|
–
|
–
|
–
|
|
|
321
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$2K
|
–
|
–
|
–
|
|
|
322
|
Clearview Wealth Advisors
Salem,
Oregon
|
$1K
|
+$1.06K
|
+10
|
New
|
|
|
323
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
–
|
-$8.65M
|
-78,952
|
Closed
|
|
|
324
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
–
|
-$1.91M
|
-17,400
|
Closed
|
|
|
325
|
Inscription Capital
Houston,
Texas
|
–
|
-$1.66M
|
-15,139
|
Closed
|
|
