|
326
|
Tortoise Investment Management
White Plains,
New York
|
$20K
|
–
|
–
|
–
|
|
|
327
|
Gupta Wealth Management
San Diego,
California
|
$19K
|
–
|
–
|
–
|
|
|
328
|
US Financial Advisors
Braintree,
Massachusetts
|
$19K
|
+$20.7K
|
+254
|
New
|
|
|
329
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$15K
|
–
|
–
|
–
|
|
|
330
|
Vigilant Capital Management
Portland,
Maine
|
$15K
|
–
|
–
|
–
|
|
|
331
|
Glassman Wealth Services
Vienna,
Virginia
|
$13K
|
-$12.2K
|
-150
|
-47%
|
|
|
332
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$11K
|
+$11.6K
|
+143
|
New
|
|
|
333
|
First Interstate Bank
Billings,
Montana
|
$11K
|
+$11.7K
|
+144
|
New
|
|
|
334
|
Alexandria Capital
Arlington,
Virginia
|
$8K
|
–
|
–
|
–
|
|
|
335
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$7.68K
|
–
|
–
|
–
|
|
|
336
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$7K
|
-$42.5K
|
-522
|
-86%
|
|
|
337
|
Evercore Wealth Management
New York
|
$6K
|
–
|
–
|
–
|
|
|
338
|
Ruggie Capital Group
Tavares,
Florida
|
$6K
|
+$5.69K
|
+70
|
New
|
|
|
339
|
AllSquare Wealth Management
Albany,
New York
|
$5K
|
–
|
–
|
–
|
|
|
340
|
Wealthcare Capital Management
Richmond,
Virginia
|
$5K
|
–
|
–
|
–
|
|
|
341
|
Stevens First Principles Investment Advisors
Newport Beach,
California
|
$4K
|
–
|
–
|
–
|
|
|
342
|
Strategic Income Management
Seattle,
Washington
|
–
|
-$19.1M
|
-228,318
|
Closed
|
|
|
343
|
Noven Financial Group
Denver,
Colorado
|
–
|
-$14.1M
|
-169,133
|
Closed
|
|
|
344
|
New England Investment & Retirement Group
North Andover,
Massachusetts
|
–
|
-$9.51M
|
-112,249
|
Closed
|
|
|
345
|
Burney Company
Reston,
Virginia
|
–
|
-$3.81M
|
-45,714
|
Closed
|
|
|
346
|
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
–
|
-$3.73M
|
-44,768
|
Closed
|
|
|
347
|
WMS Partners
Towson,
Maryland
|
–
|
-$3.06M
|
-36,771
|
Closed
|
|
|
348
|
|
–
|
-$2.55M
|
-30,556
|
Closed
|
|
|
349
|
FDx Advisors
Chicago,
Illinois
|
–
|
-$1.67M
|
-20,073
|
Closed
|
|
|
350
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
–
|
-$1.49M
|
-17,882
|
Closed
|
|
