|
151
|
WealthShield Partners
Cary,
North Carolina
|
$30K
|
+$29.9K
|
+1,310
|
New
|
|
|
152
|
Flagship Private Wealth
Woburn,
Massachusetts
|
$27.1K
|
+$525
|
+23
|
+2%
|
|
|
153
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$24K
|
+$24.7K
|
+1,080
|
New
|
|
|
154
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$23K
|
–
|
–
|
–
|
|
|
155
|
Destiny Wealth Partners
Tavares,
Florida
|
$11K
|
–
|
–
|
–
|
|
|
156
|
FourThought Financial
Venice,
Florida
|
$11K
|
–
|
–
|
–
|
|
|
157
|
Gemmer Asset Management
Walnut Creek,
California
|
$7K
|
-$4.57K
|
-200
|
-40%
|
|
|
158
|
Eaton Vance Management
Boston,
Massachusetts
|
$7K
|
+$7.47K
|
+327
|
New
|
|
|
159
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$6K
|
-$15.2K
|
-667
|
-70%
|
|
|
160
|
Anchor Investment Management
Columbia,
South Carolina
|
$4.51K
|
+$4.57K
|
+200
|
New
|
|
|
161
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$4K
|
+$4.45K
|
+195
|
New
|
|
|
162
|
Montag & Associates
Atlanta,
Georgia
|
$2K
|
–
|
–
|
–
|
|
|
163
|
Parallel Advisors
San Francisco,
California
|
$2K
|
–
|
–
|
–
|
|
|
164
|
Fidelity Investments
Boston,
Massachusetts
|
$1K
|
+$1.23K
|
+54
|
+5,400%
|
|
|
165
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
–
|
-$6.39M
|
-279,931
|
-100%
|
|
|
166
|
Simplicity Solutions
Minneapolis,
Minnesota
|
–
|
-$3.42M
|
-150,007
|
Closed
|
|
|
167
|
Citadel Advisors
Miami,
Florida
|
–
|
-$745K
|
-32,628
|
Closed
|
|
|
168
|
TRUADVICE
Sarasota,
Florida
|
–
|
-$561K
|
-24,507
|
Closed
|
|
|
169
|
Mackay Shields LLC
New York
|
–
|
-$466K
|
-20,422
|
Closed
|
|
|
170
|
Vivid Financial Management
Orcutt,
California
|
–
|
-$360K
|
-15,779
|
Closed
|
|
|
171
|
Clear Creek Financial Management
Silverdale,
Washington
|
–
|
-$320K
|
-14,072
|
Closed
|
|
|
172
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
–
|
-$293K
|
-12,850
|
Closed
|
|
|
173
|
Sunbelt Securities
Houston,
Texas
|
–
|
-$259K
|
-11,334
|
Closed
|
|
|
174
|
Darwin Wealth Management
Tampa,
Florida
|
–
|
-$221K
|
-9,721
|
Closed
|
|
|
175
|
Lincoln National Corp
Radnor,
Pennsylvania
|
–
|
-$208K
|
-9,129
|
Closed
|
|
