|
1401
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$2.18K
|
+$2.41K
|
+50
|
New
|
|
|
1402
|
Eagle Bay Advisors
New York
|
$2K
|
–
|
–
|
–
|
|
|
1403
|
Focused Wealth Management
Newburgh,
New York
|
$2K
|
+$48
|
+1
|
+2%
|
|
|
1404
|
Disciplined Investments
Tulsa,
Oklahoma
|
$2K
|
+$144
|
+3
|
+8%
|
|
|
1405
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$2K
|
+$192
|
+4
|
+10%
|
|
|
1406
|
Surevest
Los Angeles,
California
|
$2K
|
+$1.35K
|
+28
|
+112%
|
|
|
1407
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$2K
|
+$2.45K
|
+51
|
New
|
|
|
1408
|
SJS Investment Consulting
Sylvania,
Ohio
|
$2K
|
+$2.74K
|
+57
|
New
|
|
|
1409
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$2K
|
+$4.23M
|
+87,821
|
New
|
|
|
1410
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$1.47K
|
+$72K
|
+1,497
|
+5%
|
|
|
1411
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$1.09K
|
-$722
|
-15
|
-38%
|
|
|
1412
|
Cedar Wealth Management
Walnut Creek,
California
|
$1K
|
-$2.45K
|
-51
|
-75%
|
|
|
1413
|
First Community Trust
Dubuque,
Iowa
|
$1K
|
–
|
–
|
–
|
|
|
1414
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$1K
|
–
|
–
|
–
|
|
|
1415
|
TFC Financial Management
Boston,
Massachusetts
|
$1K
|
–
|
–
|
–
|
|
|
1416
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
1417
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$1K
|
+$962
|
+20
|
New
|
|
|
1418
|
Clear Perspectives Financial Planning
Cincinnati,
Ohio
|
$1K
|
+$1.4K
|
+29
|
New
|
|
|
1419
|
Global Financial Private Client
Sarasota,
Florida
|
$715
|
–
|
–
|
–
|
|
|
1420
|
Westside Investment Management
Santa Monica,
California
|
$46
|
–
|
–
|
–
|
|
|
1421
|
Brookfield Corp
Toronto,
Ontario, Canada
|
–
|
-$28.1M
|
-591,540
|
Closed
|
|
|
1422
|
Gillson Capital
Chicago,
Illinois
|
–
|
-$22.5M
|
-474,924
|
Closed
|
|
|
1423
|
Renaissance Technologies
New York
|
–
|
-$22.4M
|
-472,417
|
Closed
|
|
|
1424
|
Godsey & Gibb Inc
Richmond,
Virginia
|
–
|
-$17M
|
-358,081
|
Closed
|
|
|
1425
|
Adams Diversified Equity Fund
Baltimore,
Maryland
|
–
|
-$13.1M
|
-276,400
|
Closed
|
|
