|
226
|
NVWM LLC
Yardley,
Pennsylvania
|
$1K
|
–
|
–
|
–
|
|
|
227
|
TimeScale Financial
Danvers,
Massachusetts
|
$1K
|
+$120
|
+4
|
+17%
|
|
|
228
|
Clearstead Advisors
Cleveland,
Ohio
|
$1K
|
+$511
|
+17
|
New
|
|
|
229
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$1K
|
+$961
|
+32
|
New
|
|
|
230
|
Westside Investment Management
Santa Monica,
California
|
$3
|
+$3K
|
+100
|
New
|
|
|
231
|
|
–
|
-$20.4M
|
-742,189
|
Closed
|
|
|
232
|
|
–
|
-$8.14M
|
-296,818
|
Closed
|
|
|
233
|
|
–
|
-$3.99M
|
-145,601
|
Closed
|
|
|
234
|
BOK Financial
Tulsa,
Oklahoma
|
–
|
-$1.62M
|
-59,000
|
Closed
|
|
|
235
|
Flow Traders U.S.
New York
|
–
|
-$559K
|
-20,379
|
Closed
|
|
|
236
|
Bay Colony Advisors
Concord,
Massachusetts
|
–
|
-$249K
|
-9,077
|
Closed
|
|
|
237
|
Moors & Cabot
Boston,
Massachusetts
|
–
|
-$235K
|
-8,600
|
Closed
|
|
|
238
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
–
|
-$235K
|
-8,560
|
Closed
|
|
|
239
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
–
|
-$152K
|
-5,558
|
Closed
|
|
|
240
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
–
|
-$131K
|
-4,778
|
Closed
|
|
|
241
|
Vontobel Holding
Zurich,
Switzerland
|
–
|
-$110K
|
-4,000
|
Closed
|
|
|
242
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
–
|
-$71K
|
-2,575
|
Closed
|
|
|
243
|
Activest Wealth Management
Aventure,
Florida
|
–
|
-$30K
|
-1,107
|
Closed
|
|
|
244
|
Consolidated Planning Corp
Atlanta,
Georgia
|
–
|
-$14K
|
-500
|
Closed
|
|
|
245
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
–
|
-$10K
|
-360
|
Closed
|
|
|
246
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
–
|
-$8K
|
-301
|
Closed
|
|
|
247
|
First Horizon Advisors
Memphis,
Tennessee
|
–
|
-$7K
|
-277
|
Closed
|
|
|
248
|
|
–
|
-$7K
|
-253
|
Closed
|
|
|
249
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
–
|
-$5K
|
-200
|
Closed
|
|
|
250
|
Prentice Wealth Management
Rochester,
New York
|
–
|
-$3K
|
-100
|
Closed
|
|
