|
501
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$2K
|
-$278
|
-5
|
-10%
|
|
|
502
|
D'Orazio & Associates
Falls Church,
Virginia
|
$2K
|
–
|
–
|
–
|
|
|
503
|
IMA Advisory Services
Denver,
Colorado
|
$2K
|
–
|
–
|
–
|
|
|
504
|
Townsend Asset Management
Raleigh,
North Carolina
|
$2K
|
–
|
–
|
–
|
|
|
505
|
Armor Investment Advisors
Raleigh,
North Carolina
|
$1K
|
–
|
–
|
–
|
|
|
506
|
Barnett & Company
Chattanooga,
Tennessee
|
$1K
|
–
|
–
|
–
|
|
|
507
|
Bison Wealth
Atlanta,
Georgia
|
$1K
|
–
|
–
|
–
|
|
|
508
|
Community Bank
Dewitt,
New York
|
$1K
|
–
|
–
|
–
|
|
|
509
|
Gleason Group
Prospect,
Kentucky
|
$1K
|
–
|
–
|
–
|
|
|
510
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
$1K
|
–
|
–
|
–
|
|
|
511
|
First Command Advisory Services
Fort Worth,
Texas
|
$1K
|
+$1.11K
|
+20
|
+167%
|
|
|
512
|
Wealth Quarterback
Toms River,
New Jersey
|
$538
|
–
|
–
|
–
|
|
|
513
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
–
|
-$16.7M
|
-299,618
|
-100%
|
|
|
514
|
Pictet Asset Management (UK)
London,
United Kingdom
|
–
|
-$14.4M
|
-232,000
|
Closed
|
|
|
515
|
Harding Loevner
Bridgewater,
New Jersey
|
–
|
-$6.56M
|
-105,279
|
Closed
|
|
|
516
|
Venturi Wealth Management
Austin,
Texas
|
–
|
-$6.24M
|
-100,179
|
Closed
|
|
|
517
|
Moody Aldrich Partners
Marblehead,
Massachusetts
|
–
|
-$5.04M
|
-81,000
|
Closed
|
|
|
518
|
Systelligence LLC
Bloomington,
Minnesota
|
–
|
-$5.01M
|
-80,472
|
Closed
|
|
|
519
|
Lutz Financial Services
Omaha,
Nebraska
|
–
|
-$4.47M
|
-71,728
|
Closed
|
|
|
520
|
1832 Asset Management
Toronto,
Ontario, Canada
|
–
|
-$4.45M
|
-71,370
|
Closed
|
|
|
521
|
Parkside Advisors
Berkeley,
California
|
–
|
-$4.04M
|
-64,910
|
Closed
|
|
|
522
|
AllianceBernstein
Nashville,
Tennessee
|
–
|
-$2.74M
|
-44,030
|
Closed
|
|
|
523
|
Greenwood Capital Associates
Greenwood,
South Carolina
|
–
|
-$2.66M
|
-42,730
|
Closed
|
|
|
524
|
Landsberg Bennett & Dubbaneh
Punta Gorda,
Florida
|
–
|
-$2.61M
|
-42,197
|
Closed
|
|
|
525
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
–
|
-$2.36M
|
-37,852
|
Closed
|
|
