|
151
|
Portfolio Strategies (Washington)
Tacoma,
Washington
|
$4K
|
–
|
–
|
–
|
|
|
152
|
Parallel Advisors
San Francisco,
California
|
$4K
|
+$3.64K
|
+69
|
New
|
|
|
153
|
Creative Financial Designs
Kokomo,
Indiana
|
$4K
|
+$4.27K
|
+81
|
New
|
|
|
154
|
D'Orazio & Associates
Falls Church,
Virginia
|
$3K
|
+$2.9K
|
+55
|
New
|
|
|
155
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$2K
|
–
|
–
|
–
|
|
|
156
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$2K
|
–
|
–
|
–
|
|
|
157
|
Steward Partners Investment Advisory
New York
|
$1K
|
–
|
–
|
–
|
|
|
158
|
Vivaldi Capital Management
Chicago,
Illinois
|
$641
|
-$1.01M
|
-19,109
|
-100%
|
|
|
159
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
–
|
-$3.15M
|
-60,000
|
Closed
|
|
|
160
|
Bluefin Capital Management
New York
|
–
|
-$2.36M
|
-44,856
|
Closed
|
|
|
161
|
TD Ameritrade Trust
Denver,
Colorado
|
–
|
-$2.29M
|
-43,561
|
Closed
|
|
|
162
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
–
|
-$838K
|
-15,935
|
Closed
|
|
|
163
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
–
|
-$798K
|
-15,197
|
Closed
|
|
|
164
|
Millennium Management
New York
|
–
|
-$615K
|
-11,705
|
Closed
|
|
|
165
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
–
|
-$301K
|
-5,735
|
Closed
|
|
|
166
|
BOK Financial Private Wealth
Denver,
Colorado
|
–
|
-$278K
|
-5,300
|
Closed
|
|
|
167
|
American Economic Planning Group
Warren,
New Jersey
|
–
|
-$236K
|
-4,488
|
Closed
|
|
|
168
|
Pinnacle Advisory Group
Columbia,
Maryland
|
–
|
-$212K
|
-4,043
|
Closed
|
|
|
169
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
–
|
-$205K
|
-3,910
|
Closed
|
|
|
170
|
Apriem Advisors
Irvine,
California
|
–
|
-$118K
|
-2,242
|
Closed
|
|
|
171
|
Krilogy Financial
St. Louis,
Missouri
|
–
|
-$15K
|
-294
|
Closed
|
|
|
172
|
Asset Dedication LLC
San Francisco,
California
|
–
|
-$11K
|
-206
|
Closed
|
|
|
173
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
–
|
-$5K
|
-104
|
Closed
|
|
|
174
|
Royal Fund Management
Lady Lake,
Florida
|
–
|
-$5K
|
-100
|
Closed
|
|
