|
501
|
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
|
$931
|
–
|
–
|
–
|
|
|
502
|
Versant Capital Management
Phoenix,
Arizona
|
$745
|
–
|
–
|
–
|
|
|
503
|
Blueline Advisors
Exeter,
New Hampshire
|
$745
|
+$748
|
+8
|
New
|
|
|
504
|
Kingdom Financial Group
Peoria,
Arizona
|
$652
|
+$655
|
+7
|
New
|
|
|
505
|
Frazier Financial Advisors
Columbus,
Ohio
|
$317
|
–
|
–
|
–
|
|
|
506
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$92
|
–
|
–
|
–
|
|
|
507
|
SignatureFD
Atlanta,
Georgia
|
$1
|
–
|
–
|
–
|
|
|
508
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$1.74M
|
-18,653
|
Closed
|
|
|
509
|
Retireful LLC
Haslett,
Michigan
|
–
|
-$1.47M
|
-15,746
|
Closed
|
|
|
510
|
Crossmark Global Holdings
Houston,
Texas
|
–
|
-$1.17M
|
-12,568
|
Closed
|
|
|
511
|
M Holdings Securities
Portland,
Oregon
|
–
|
-$999K
|
-10,706
|
Closed
|
|
|
512
|
Astoria Portfolio Advisors
New York
|
–
|
-$577K
|
-6,195
|
Closed
|
|
|
513
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
–
|
-$534K
|
-5,725
|
Closed
|
|
|
514
|
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
|
–
|
-$504K
|
-5,399
|
Closed
|
|
|
515
|
Gallacher Capital Management
Lone Tree,
Colorado
|
–
|
-$408K
|
-4,373
|
Closed
|
|
|
516
|
Moment Partners
San Francisco,
California
|
–
|
-$373K
|
-4,000
|
Closed
|
|
|
517
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
–
|
-$249K
|
-2,670
|
Closed
|
|
|
518
|
Fisher Asset Management
Camas,
Washington
|
–
|
-$231K
|
-2,470
|
Closed
|
|
|
519
|
Foundations Investment Advisors
Phoenix,
Arizona
|
–
|
-$227K
|
-2,429
|
Closed
|
|
|
520
|
WealthPlan Investment Management
Omaha,
Nebraska
|
–
|
-$215K
|
-2,301
|
Closed
|
|
|
521
|
Old Port Advisors
Portland,
Maine
|
–
|
-$203K
|
-2,175
|
Closed
|
|
|
522
|
MASECO Private Wealth
London,
|
–
|
-$60.5K
|
-648
|
Closed
|
|
|
523
|
Northwest Capital Management
Lake Oswego,
Oregon
|
–
|
-$52.7K
|
-565
|
Closed
|
|
|
524
|
First Community Trust
Dubuque,
Iowa
|
–
|
-$20.6K
|
-221
|
Closed
|
|
|
525
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
–
|
-$12.6K
|
-136
|
Closed
|
|
