|
201
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$7K
|
–
|
–
|
–
|
|
|
202
|
City Holding Co
Charleston,
West Virginia
|
$7K
|
–
|
–
|
–
|
|
|
203
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$7K
|
+$6.75K
|
+467
|
New
|
|
|
204
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$7K
|
+$7.23K
|
+500
|
New
|
|
|
205
|
Northern Trust
Chicago,
Illinois
|
$7K
|
+$496K
|
+34,327
|
+203%
|
|
|
206
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$5K
|
–
|
–
|
–
|
|
|
207
|
Creative Financial Designs
Kokomo,
Indiana
|
$5K
|
+$5.06K
|
+350
|
New
|
|
|
208
|
Cordasco Financial Network
Naples,
Florida
|
$4K
|
–
|
–
|
–
|
|
|
209
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$3K
|
+$2.89K
|
+200
|
New
|
|
|
210
|
Sawyer & Company
Boston,
Massachusetts
|
$2K
|
–
|
–
|
–
|
|
|
211
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$1K
|
–
|
–
|
–
|
|
|
212
|
Duncker Streett & Co
St. Louis,
Missouri
|
$1K
|
+$1.45K
|
+100
|
New
|
|
|
213
|
Bramshill Investments
Naples,
Florida
|
–
|
-$8.5M
|
-591,910
|
Closed
|
|
|
214
|
PenderFund Capital Management
Vancouver,
British Columbia, Canada
|
–
|
-$862K
|
-60,000
|
Closed
|
|
|
215
|
Millennium Management
New York
|
–
|
-$473K
|
-32,960
|
Closed
|
|
|
216
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
–
|
-$147K
|
-10,265
|
Closed
|
|
|
217
|
Strategic Blueprint
Atlanta,
Georgia
|
–
|
-$101K
|
-7,043
|
Closed
|
|
|
218
|
Next Capital Management
New York
|
–
|
-$74K
|
-5,135
|
Closed
|
|
|
219
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
–
|
-$12K
|
-837
|
Closed
|
|
|
220
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
–
|
-$11K
|
-750
|
Closed
|
|
|
221
|
Evoke Wealth
Los Angeles,
California
|
–
|
-$4.79K
|
-332
|
Closed
|
|
|
222
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
+$14
|
+1
|
New
|
|
