|
151
|
Tortoise Investment Management
White Plains,
New York
|
$5K
|
–
|
–
|
–
|
|
|
152
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$4K
|
–
|
–
|
–
|
|
|
153
|
Geneos Wealth Management
Englewood,
Colorado
|
$4K
|
–
|
–
|
–
|
|
|
154
|
Golden State Wealth Management
Santa Ana,
California
|
$4K
|
–
|
–
|
–
|
|
|
155
|
Lee Financial
Dallas,
Texas
|
$4K
|
–
|
–
|
–
|
|
|
156
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$4K
|
+$3.54K
|
+68
|
New
|
|
|
157
|
|
$3K
|
–
|
–
|
–
|
|
|
158
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$2K
|
+$1.35K
|
+26
|
+118%
|
|
|
159
|
TCI Wealth Advisors
Tucson,
Arizona
|
$1K
|
+$625
|
+12
|
New
|
|
|
160
|
Fidelity Investments
Boston,
Massachusetts
|
$1K
|
+$677
|
+13
|
+1,300%
|
|
|
161
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$1K
|
+$1.3K
|
+25
|
New
|
|
|
162
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
–
|
-$11.4M
|
-221,167
|
Closed
|
|
|
163
|
Copperwynd Financial
Scottsdale,
Arizona
|
–
|
-$3.54M
|
-68,400
|
Closed
|
|
|
164
|
Raymond James & Associates
St Petersburg,
Florida
|
–
|
-$2.44M
|
-47,209
|
Closed
|
|
|
165
|
D.A. Davidson & Co
Great Falls,
Montana
|
–
|
-$2.05M
|
-39,617
|
Closed
|
|
|
166
|
Global Financial Private Capital
Sarasota,
Florida
|
–
|
-$1.63M
|
-31,561
|
Closed
|
|
|
167
|
Lincoln National Corp
Radnor,
Pennsylvania
|
–
|
-$931K
|
-18,002
|
Closed
|
|
|
168
|
D. Scott Neal
Lexington,
Kentucky
|
–
|
-$234K
|
-4,522
|
Closed
|
|
|
169
|
Brio Consultants
San Francisco,
California
|
–
|
-$142K
|
-2,754
|
Closed
|
|
|
170
|
Northwest Wealth Management
Spencer,
Iowa
|
–
|
-$75K
|
-1,458
|
Closed
|
|
|
171
|
PRW Wealth Management
Quincy,
Massachusetts
|
–
|
-$43K
|
-836
|
Closed
|
|
|
172
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
–
|
-$24K
|
-468
|
Closed
|
|
|
173
|
Asset Dedication LLC
San Francisco,
California
|
–
|
-$13K
|
-264
|
Closed
|
|
|
174
|
American Portfolios Advisors
Holbrook,
New York
|
–
|
-$5.48K
|
-106
|
Closed
|
|
