|
201
|
Atwood & Palmer
Kansas City,
Missouri
|
$2K
|
–
|
–
|
–
|
|
|
202
|
City Holding Co
Charleston,
West Virginia
|
$2K
|
–
|
–
|
–
|
|
|
203
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$2K
|
–
|
–
|
–
|
|
|
204
|
Edge Wealth Management
New York
|
$2K
|
–
|
–
|
–
|
|
|
205
|
Global Retirement Partners
San Rafael,
California
|
$2K
|
–
|
–
|
–
|
|
|
206
|
Lenox Wealth Advisors
New York
|
$2K
|
–
|
–
|
–
|
|
|
207
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$2K
|
–
|
–
|
–
|
|
|
208
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$2K
|
+$1.87K
|
+3
|
New
|
|
|
209
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$2K
|
+$2.49K
|
+4
|
New
|
|
|
210
|
Reby Advisors
Danbury,
Connecticut
|
$2K
|
+$3.11K
|
+5
|
New
|
|
|
211
|
Financial Perspectives
Minneapolis,
Minnesota
|
$1.91K
|
–
|
–
|
–
|
|
|
212
|
TCI Wealth Advisors
Tucson,
Arizona
|
$1K
|
-$1.25K
|
-2
|
-40%
|
|
|
213
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$1K
|
–
|
–
|
–
|
|
|
214
|
D'Orazio & Associates
Falls Church,
Virginia
|
$1K
|
–
|
–
|
–
|
|
|
215
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$1K
|
–
|
–
|
–
|
|
|
216
|
Firestone Capital Management
Coral Gables,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
217
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
218
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$1K
|
–
|
–
|
–
|
|
|
219
|
Trust Company
Manhattan,
Kansas
|
$1K
|
–
|
–
|
–
|
|
|
220
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$1K
|
+$623
|
+1
|
+50%
|
|
|
221
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$1K
|
+$623
|
+1
|
+50%
|
|
|
222
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$1K
|
+$1.25K
|
+2
|
New
|
|
|
223
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$1K
|
+$1.87K
|
+3
|
New
|
|
|
224
|
Freestone Capital Holdings
Seattle,
Washington
|
$458
|
–
|
–
|
–
|
|
|
225
|
Cowen and Company
New York
|
–
|
-$40M
|
-65,026
|
Closed
|
|
