|
851
|
Clear Perspectives Financial Planning
Cincinnati,
Ohio
|
$3K
|
-$102K
|
-766
|
-97%
|
|
|
852
|
Annapolis Financial Services
Annapolis,
Maryland
|
$3K
|
–
|
–
|
–
|
|
|
853
|
PSI Advisors
Tampa,
Florida
|
$3K
|
–
|
–
|
–
|
|
|
854
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$2K
|
–
|
–
|
–
|
|
|
855
|
Gemmer Asset Management
Walnut Creek,
California
|
$2K
|
–
|
–
|
–
|
|
|
856
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$1K
|
–
|
–
|
–
|
|
|
857
|
Financial Management Professionals
Austin,
Texas
|
$1K
|
–
|
–
|
–
|
|
|
858
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$1K
|
+$664
|
+5
|
New
|
|
|
859
|
Westside Investment Management
Santa Monica,
California
|
$37
|
–
|
–
|
–
|
|
|
860
|
Barings
Charlotte,
North Carolina
|
–
|
-$49.2M
|
-337,968
|
Closed
|
|
|
861
|
Cable Hill Partners
Portland,
Oregon
|
–
|
-$40.7M
|
-279,703
|
Closed
|
|
|
862
|
Reliant Wealth Planning
Louisville,
Kentucky
|
–
|
-$19.4M
|
-133,436
|
Closed
|
|
|
863
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
–
|
-$15.2M
|
-104,551
|
Closed
|
|
|
864
|
Sowell Financial Services
North Little Rock,
Arkansas
|
–
|
-$13.6M
|
-93,227
|
Closed
|
|
|
865
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
–
|
-$12.8M
|
-87,812
|
Closed
|
|
|
866
|
Financial Sense Advisors
San Diego,
California
|
–
|
-$12.3M
|
-84,763
|
Closed
|
|
|
867
|
First Horizon Advisors
Memphis,
Tennessee
|
–
|
-$9.05M
|
-62,170
|
Closed
|
|
|
868
|
Summit Global Investments
Bountiful,
Utah
|
–
|
-$8.8M
|
-60,440
|
Closed
|
|
|
869
|
Lazard Asset Management
New York
|
–
|
-$8.1M
|
-55,673
|
Closed
|
|
|
870
|
Compton Financial Group
Towson,
Maryland
|
–
|
-$8.09M
|
-55,587
|
Closed
|
|
|
871
|
Nomura Asset Management
Tokyo,
Japan
|
–
|
-$5.06M
|
-34,780
|
Closed
|
|
|
872
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
–
|
-$4.7M
|
-32,181
|
Closed
|
|
|
873
|
Saratoga Research & Investment Management
Saratoga,
California
|
–
|
-$4.26M
|
-29,268
|
Closed
|
|
|
874
|
Moulton Wealth Management
Spokane,
Washington
|
–
|
-$3.38M
|
-23,362
|
Closed
|
|
|
875
|
Denver PWM
Denver,
Colorado
|
–
|
-$3.04M
|
-20,992
|
Closed
|
|
