|
101
|
Addison Advisors
Middlebury,
Vermont
|
$16K
|
–
|
–
|
–
|
|
|
102
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$14K
|
–
|
–
|
–
|
|
|
103
|
Harbour Investments
Madison,
Wisconsin
|
$10K
|
–
|
–
|
–
|
|
|
104
|
Private Ocean
San Rafael,
California
|
$10K
|
+$10.3K
|
+300
|
New
|
|
|
105
|
American Portfolios Advisors
Holbrook,
New York
|
$7.1K
|
+$68
|
+2
|
+0.9%
|
|
|
106
|
TFC Financial Management
Boston,
Massachusetts
|
$7K
|
–
|
–
|
–
|
|
|
107
|
Piscataqua Savings Bank
Portsmouth,
New Hampshire
|
$4K
|
–
|
–
|
–
|
|
|
108
|
Brown Brothers Harriman & Co
New York
|
$3K
|
–
|
–
|
–
|
|
|
109
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$3K
|
–
|
–
|
–
|
|
|
110
|
Steward Partners Investment Advisory
New York
|
$2K
|
–
|
–
|
–
|
|
|
111
|
|
$1K
|
-$447K
|
-13,051
|
-100%
|
|
|
112
|
Center for Financial Planning
Southfied,
Michigan
|
$1K
|
–
|
–
|
–
|
|
|
113
|
Citadel Advisors
Miami,
Florida
|
–
|
-$577K
|
-16,939
|
Closed
|
|
|
114
|
|
–
|
-$262K
|
-7,680
|
Closed
|
|
|
115
|
GW & Wade
Wellesley,
Massachusetts
|
–
|
-$257K
|
-7,528
|
Closed
|
|
|
116
|
Bradley Foster & Sargent
Hartford,
Connecticut
|
–
|
-$203K
|
-5,963
|
Closed
|
|
|
117
|
Evermay Wealth Management
Arlington,
Virginia
|
–
|
-$191K
|
-5,591
|
Closed
|
|
|
118
|
Twin Lakes Capital Management
Redwood Shores,
California
|
–
|
-$33K
|
-960
|
Closed
|
|
|
119
|
Personal Wealth Partners
Bloomington,
Minnesota
|
–
|
-$27K
|
-780
|
Closed
|
|
|
120
|
CVA Family Office
Denver,
Colorado
|
–
|
-$16K
|
-464
|
Closed
|
|
|
121
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$13K
|
-381
|
Closed
|
|
|
122
|
Trust Company of Vermont
Brattleboro,
Vermont
|
–
|
-$10K
|
-300
|
Closed
|
|
|
123
|
Selective Wealth Management
Forest,
Virginia
|
–
|
-$9K
|
-275
|
Closed
|
|
|
124
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
+$34
|
+1
|
+100%
|
|
