|
401
|
Ruedi Wealth Management
Champaign,
Illinois
|
$763
|
–
|
–
|
–
|
|
|
402
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$186
|
+$189
|
+4
|
New
|
|
|
403
|
Addison Advisors
Middlebury,
Vermont
|
$93
|
–
|
–
|
–
|
|
|
404
|
Financial Life Planners
Tempe,
Arizona
|
$47
|
+$47
|
+1
|
New
|
|
|
405
|
Morningstar Investment Services
Chicago,
Illinois
|
–
|
-$12.2M
|
-249,950
|
Closed
|
|
|
406
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
–
|
-$2.41M
|
-49,585
|
Closed
|
|
|
407
|
Prudential Financial
Newark,
New Jersey
|
–
|
-$1.13M
|
-23,353
|
Closed
|
|
|
408
|
Whittier Trust
South Pasadena,
California
|
–
|
-$675K
|
-13,883
|
Closed
|
|
|
409
|
Partnership Wealth Management
Towson,
Maryland
|
–
|
-$593K
|
-12,200
|
Closed
|
|
|
410
|
|
–
|
-$516K
|
-10,621
|
Closed
|
|
|
411
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
–
|
-$419K
|
-8,619
|
Closed
|
|
|
412
|
SWP Financial
San Diego,
California
|
–
|
-$277K
|
-5,698
|
Closed
|
|
|
413
|
Maiden Cove Capital
Cape Elizabeth,
Maine
|
–
|
-$238K
|
-4,908
|
Closed
|
|
|
414
|
REDW Wealth
Albuquerque,
New Mexico
|
–
|
-$236K
|
-4,855
|
Closed
|
|
|
415
|
Transcend Capital Advisors
Madison,
New Jersey
|
–
|
-$233K
|
-4,804
|
Closed
|
|
|
416
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
–
|
-$233K
|
-4,798
|
Closed
|
|
|
417
|
Centurion Wealth Management
Mclean,
Virginia
|
–
|
-$227K
|
-4,678
|
Closed
|
|
|
418
|
My Legacy Advisors
Bend,
Oregon
|
–
|
-$221K
|
-4,544
|
Closed
|
|
|
419
|
DDFG Inc
Thousand Oaks,
California
|
–
|
-$213K
|
-4,378
|
Closed
|
|
|
420
|
Simon Quick Advisors
Morristown,
New Jersey
|
–
|
-$209K
|
-4,298
|
Closed
|
|
|
421
|
EQ LLC
Bellevue,
Washington
|
–
|
-$205K
|
-4,214
|
Closed
|
|
|
422
|
Copperleaf Capital
Raleigh,
North Carolina
|
–
|
-$204K
|
-4,192
|
Closed
|
|
|
423
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
–
|
-$203K
|
-4,174
|
Closed
|
|
|
424
|
Private Capital Management (Colorado)
Denver,
Colorado
|
–
|
-$74.5K
|
-1,533
|
Closed
|
|
|
425
|
LGT Financial Advisors
Dallas,
Texas
|
–
|
-$41K
|
-844
|
Closed
|
|
