|
626
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
627
|
Founders Capital Management (Texas)
Houston,
Texas
|
$1K
|
+$603
|
+11
|
New
|
|
|
628
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$1K
|
+$1.37K
|
+25
|
New
|
|
|
629
|
Tucker Asset Management
Littleton,
Colorado
|
$357
|
+$384
|
+7
|
New
|
|
|
630
|
Westside Investment Management
Santa Monica,
California
|
$1
|
–
|
–
|
–
|
|
|
631
|
Brickley Wealth Management
San Mateo,
California
|
–
|
-$21.9M
|
-400,645
|
Closed
|
|
|
632
|
Hershey Trust Company
Hershey,
Pennsylvania
|
–
|
-$3.41M
|
-62,500
|
Closed
|
|
|
633
|
Citizens & Northern Corp
Wellsboro,
Pennsylvania
|
–
|
-$1.36M
|
-24,897
|
Closed
|
|
|
634
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
–
|
-$1.14M
|
-20,852
|
Closed
|
|
|
635
|
Renaissance Technologies
New York
|
–
|
-$748K
|
-13,700
|
Closed
|
|
|
636
|
Asset Planning Corporation
Knoxville,
Tennessee
|
–
|
-$630K
|
-11,543
|
Closed
|
|
|
637
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
–
|
-$614K
|
-11,265
|
Closed
|
|
|
638
|
Smart Money Group
Eastland,
Texas
|
–
|
-$549K
|
-10,050
|
Closed
|
|
|
639
|
Flynn Zito Capital Management
Garden City,
New York
|
–
|
-$475K
|
-8,701
|
Closed
|
|
|
640
|
Causeway Capital Management
Los Angeles,
California
|
–
|
-$426K
|
-7,800
|
Closed
|
|
|
641
|
Meridian Wealth Management
Lexington,
Kentucky
|
–
|
-$374K
|
-6,856
|
Closed
|
|
|
642
|
Peak Financial Management
Wellesley,
Massachusetts
|
–
|
-$372K
|
-6,817
|
Closed
|
|
|
643
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
–
|
-$364K
|
-6,679
|
Closed
|
|
|
644
|
Oak Asset Management
Westlake Village,
California
|
–
|
-$348K
|
-6,380
|
Closed
|
|
|
645
|
Bridgeworth
Birmingham,
Alabama
|
–
|
-$330K
|
-6,042
|
Closed
|
|
|
646
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
–
|
-$327K
|
-5,994
|
Closed
|
|
|
647
|
Financial Engines Advisors
Santa Clara,
California
|
–
|
-$292K
|
-5,362
|
Closed
|
|
|
648
|
Summit Financial Strategies
Columbus,
Ohio
|
–
|
-$290K
|
-5,316
|
Closed
|
|
|
649
|
Scotia Capital
Toronto,
Ontario, Canada
|
–
|
-$281K
|
-5,154
|
Closed
|
|
|
650
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
–
|
-$279K
|
-5,108
|
Closed
|
|
