|
651
|
Bogart Wealth LLC
Mclean,
Virginia
|
$4K
|
–
|
–
|
–
|
|
|
652
|
Citizens Financial Group
Providence,
Rhode Island
|
$4K
|
–
|
–
|
–
|
|
|
653
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$4K
|
–
|
–
|
–
|
|
|
654
|
Savior LLC
Wellesley Hills,
Massachusetts
|
$4K
|
–
|
–
|
–
|
|
|
655
|
James Investment Research
Alpha,
Ohio
|
$4K
|
+$4.08K
|
+65
|
New
|
|
|
656
|
Shine Investment Advisory Services
Lone Tree,
Colorado
|
$3K
|
–
|
–
|
–
|
|
|
657
|
Cox Capital Management
Andover,
Massachusetts
|
$3K
|
+$3.07K
|
+49
|
New
|
|
|
658
|
Bourgeon Capital Management
Darien,
Connecticut
|
$2K
|
-$3.33K
|
-53
|
-59%
|
|
|
659
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$2K
|
–
|
–
|
–
|
|
|
660
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$2K
|
–
|
–
|
–
|
|
|
661
|
Lenox Wealth Advisors
New York
|
$2K
|
–
|
–
|
–
|
|
|
662
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$2K
|
–
|
–
|
–
|
|
|
663
|
Perkins Coie Trust Company
Seattle,
Washington
|
$2K
|
–
|
–
|
–
|
|
|
664
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$2K
|
–
|
–
|
–
|
|
|
665
|
Copeland Capital Management
Conshohocken,
Pennsylvania
|
$2K
|
+$690
|
+11
|
+38%
|
|
|
666
|
Golden State Wealth Management
Santa Ana,
California
|
$2K
|
+$2.26K
|
+36
|
New
|
|
|
667
|
Darwin Wealth Management
Tampa,
Florida
|
$2K
|
+$2.76K
|
+44
|
New
|
|
|
668
|
Glassman Wealth Services
Vienna,
Virginia
|
$1K
|
-$565
|
-9
|
-31%
|
|
|
669
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
670
|
Kelly Financial Services
Braintree,
Massachusetts
|
$962
|
+$1.07K
|
+17
|
New
|
|
|
671
|
Evoke Wealth
Los Angeles,
California
|
$261
|
-$63.5K
|
-1,012
|
-100%
|
|
|
672
|
|
–
|
-$93.2M
|
-1,449,716
|
Closed
|
|
|
673
|
Markel Group
Glen Allen,
Virginia
|
–
|
-$87.3M
|
-1,357,867
|
Closed
|
|
|
674
|
Main Street Research
Lakeville,
Connecticut
|
–
|
-$13.9M
|
-215,454
|
Closed
|
|
|
675
|
Adams Diversified Equity Fund
Baltimore,
Maryland
|
–
|
-$5.56M
|
-86,489
|
Closed
|
|
