|
201
|
Tradewinds Capital Management
Bellingham,
Washington
|
$30K
|
+$29.5K
|
+900
|
New
|
|
|
202
|
NVWM LLC
Yardley,
Pennsylvania
|
$29K
|
-$3.61K
|
-110
|
-11%
|
|
|
203
|
Truvestments Capital
Sarasota,
Florida
|
$29K
|
+$28.9K
|
+882
|
New
|
|
|
204
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$24K
|
+$14.4K
|
+438
|
+154%
|
|
|
205
|
Private Ocean
San Rafael,
California
|
$16K
|
+$16.1K
|
+490
|
New
|
|
|
206
|
Gradient Investments
Arden Hills,
Minnesota
|
$7K
|
-$13.1K
|
-400
|
-67%
|
|
|
207
|
Tompkins Financial
Ithaca,
New York
|
$7K
|
–
|
–
|
–
|
|
|
208
|
Aviance Capital Management
Sarasota,
Florida
|
$4K
|
+$984
|
+30
|
+38%
|
|
|
209
|
|
$4K
|
+$3.54K
|
+108
|
New
|
|
|
210
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$2.62K
|
+$2.56K
|
+78
|
New
|
|
|
211
|
Valeo Financial Advisors
Carmel,
Indiana
|
$1K
|
–
|
–
|
–
|
|
|
212
|
United Services Automobile Association
San Antonio,
Texas
|
–
|
-$2.74M
|
-88,000
|
Closed
|
|
|
213
|
|
–
|
-$960K
|
-30,784
|
Closed
|
|
|
214
|
Old National Bancorp
Evansville,
Indiana
|
–
|
-$742K
|
-23,796
|
Closed
|
|
|
215
|
Kalos Management
Alpharetta,
Georgia
|
–
|
-$716K
|
-21,996
|
Closed
|
|
|
216
|
Castle Rock Wealth Management
Walnut Creek,
California
|
–
|
-$584K
|
-18,724
|
Closed
|
|
|
217
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
–
|
-$295K
|
-9,480
|
Closed
|
|
|
218
|
Wellesley Investment Partners
Wellesley,
Massachusetts
|
–
|
-$260K
|
-8,366
|
Closed
|
|
|
219
|
SEI Investments
Oaks,
Pennsylvania
|
–
|
-$211K
|
-6,758
|
Closed
|
|
|
220
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
–
|
-$151K
|
-4,850
|
Closed
|
|
|
221
|
Centaurus Financial
Anaheim,
California
|
–
|
-$103K
|
-3,290
|
Closed
|
|
|
222
|
Lee Financial
Dallas,
Texas
|
–
|
-$98K
|
-3,158
|
Closed
|
|
|
223
|
Bay Colony Advisors
Concord,
Massachusetts
|
–
|
-$89K
|
-2,860
|
Closed
|
|
|
224
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
–
|
-$41K
|
-1,304
|
Closed
|
|
|
225
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
–
|
-$34K
|
-1,076
|
Closed
|
|
