|
951
|
Clearstead Trust
Portland,
Maine
|
$2K
|
–
|
–
|
–
|
|
|
952
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$2K
|
+$63
|
+1
|
+3%
|
|
|
953
|
Reilly Financial Advisors
La Mesa,
California
|
$2K
|
+$1.82K
|
+29
|
New
|
|
|
954
|
Kelly Financial Services
Braintree,
Massachusetts
|
$1.89K
|
–
|
–
|
–
|
|
|
955
|
Global Financial Private Client
Sarasota,
Florida
|
$1.2K
|
–
|
–
|
–
|
|
|
956
|
Cassaday & Co
Mclean,
Virginia
|
$1K
|
–
|
–
|
–
|
|
|
957
|
Montag & Associates
Atlanta,
Georgia
|
$1K
|
–
|
–
|
–
|
|
|
958
|
NVWM LLC
Yardley,
Pennsylvania
|
$1K
|
–
|
–
|
–
|
|
|
959
|
PFG Private Wealth Management
Lutz,
Florida
|
$1K
|
+$629
|
+10
|
New
|
|
|
960
|
BNP Paribas Financial Markets
Paris,
France
|
$122
|
+$63
|
+1
|
+100%
|
|
|
961
|
Westside Investment Management
Santa Monica,
California
|
$53
|
–
|
–
|
–
|
|
|
962
|
New Vernon Capital Holdings II
Morristown,
New Jersey
|
–
|
-$20.8M
|
-327,354
|
Closed
|
|
|
963
|
Rye Brook Capital
Greenwich,
Connecticut
|
–
|
-$20.5M
|
-323,400
|
Closed
|
|
|
964
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
–
|
-$14.3M
|
-225,334
|
Closed
|
|
|
965
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
–
|
-$11.5M
|
-181,346
|
Closed
|
|
|
966
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$7.46M
|
-117,704
|
Closed
|
|
|
967
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
–
|
-$5.54M
|
-87,366
|
Closed
|
|
|
968
|
Advisor Resource Council
Dallas,
Texas
|
–
|
-$4.48M
|
-70,704
|
Closed
|
|
|
969
|
Schroder Investment Management Group
London,
United Kingdom
|
–
|
-$4.17M
|
-65,800
|
Closed
|
|
|
970
|
Gryphon Financial Partners
Columbus,
Ohio
|
–
|
-$2.92M
|
-57,941
|
Closed
|
|
|
971
|
Quantitative Investment Management
Charlottesville,
Virginia
|
–
|
-$3.52M
|
-55,542
|
Closed
|
|
|
972
|
Acorn Financial Advisory Services
Reston,
Virginia
|
–
|
-$3.01M
|
-47,556
|
Closed
|
|
|
973
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
–
|
-$3.01M
|
-47,448
|
Closed
|
|
|
974
|
|
–
|
-$2.66M
|
-42,000
|
Closed
|
|
|
975
|
PRW Wealth Management
Quincy,
Massachusetts
|
–
|
-$2.52M
|
-39,838
|
Closed
|
|
