|
201
|
Clearstead Advisors
Cleveland,
Ohio
|
$12K
|
–
|
–
|
–
|
|
|
202
|
Pacific Center for Financial Services
San Ramon,
California
|
$12K
|
–
|
–
|
–
|
|
|
203
|
Global Retirement Partners
San Rafael,
California
|
$11K
|
-$21.2K
|
-143
|
-67%
|
|
|
204
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$11K
|
–
|
–
|
–
|
|
|
205
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$11K
|
–
|
–
|
–
|
|
|
206
|
WhitTier Trust Company
Reno,
Nevada
|
$10K
|
–
|
–
|
–
|
|
|
207
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$8K
|
–
|
–
|
–
|
|
|
208
|
HM Payson & Co
Portland,
Maine
|
$8K
|
–
|
–
|
–
|
|
|
209
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$8K
|
+$7.41K
|
+50
|
New
|
|
|
210
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$6K
|
–
|
–
|
–
|
|
|
211
|
James Investment Research
Alpha,
Ohio
|
$4K
|
-$11.1K
|
-75
|
-75%
|
|
|
212
|
Center for Financial Planning
Southfied,
Michigan
|
$4K
|
–
|
–
|
–
|
|
|
213
|
Panagora Asset Management
Boston,
Massachusetts
|
$4K
|
+$3.7K
|
+25
|
New
|
|
|
214
|
Avion Wealth
The Woodlands,
Texas
|
$3K
|
–
|
–
|
–
|
|
|
215
|
Reilly Financial Advisors
La Mesa,
California
|
$3K
|
–
|
–
|
–
|
|
|
216
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$2K
|
–
|
–
|
–
|
|
|
217
|
Disciplined Investments
Tulsa,
Oklahoma
|
$2K
|
–
|
–
|
–
|
|
|
218
|
McCarthy Asset Management
Redwood Shores,
California
|
$1K
|
–
|
–
|
–
|
|
|
219
|
Savior LLC
Wellesley Hills,
Massachusetts
|
$1K
|
–
|
–
|
–
|
|
|
220
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$1K
|
–
|
–
|
–
|
|
|
221
|
Steward Partners Investment Advisory
New York
|
$1K
|
+$1.04K
|
+7
|
New
|
|
|
222
|
Portfolio Strategies
Monsey,
New York
|
–
|
-$15.6M
|
-105,980
|
Closed
|
|
|
223
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$2.9M
|
-19,727
|
Closed
|
|
|
224
|
|
–
|
-$2.05M
|
-13,951
|
Closed
|
|
|
225
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
–
|
-$790K
|
-5,375
|
Closed
|
|
