|
401
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$2K
|
–
|
–
|
–
|
|
|
402
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$2K
|
–
|
–
|
–
|
|
|
403
|
Crescent Capital Consulting
New Orleans,
Louisiana
|
$2K
|
+$1.85K
|
+42
|
New
|
|
|
404
|
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
$2K
|
+$2.25K
|
+51
|
New
|
|
|
405
|
Westside Investment Management
Santa Monica,
California
|
$1.07K
|
+$175K
|
+3,975
|
+21%
|
|
|
406
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$1K
|
–
|
–
|
–
|
|
|
407
|
Focused Wealth Management
Newburgh,
New York
|
$1K
|
+$1.06K
|
+24
|
New
|
|
|
408
|
Accel Wealth Management
Waverly,
Iowa
|
$1K
|
+$1.32K
|
+30
|
New
|
|
|
409
|
|
–
|
-$103M
|
-2,559,030
|
Closed
|
|
|
410
|
Twin Capital Management
Mcmurray,
Pennsylvania
|
–
|
-$5.43M
|
-134,567
|
Closed
|
|
|
411
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$2.68M
|
-66,387
|
Closed
|
|
|
412
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
–
|
-$2.42M
|
-60,000
|
Closed
|
|
|
413
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
–
|
-$1.62M
|
-40,247
|
Closed
|
|
|
414
|
Keel Point
Huntsville,
Alabama
|
–
|
-$1.33M
|
-32,856
|
Closed
|
|
|
415
|
Leith Wheeler Investment Counsel
Vancouver,
British Columbia, Canada
|
–
|
-$1.16M
|
-28,720
|
Closed
|
|
|
416
|
Trexquant Investment
Stamford,
Connecticut
|
–
|
-$609K
|
-15,088
|
Closed
|
|
|
417
|
Clear Creek Financial Management
Silverdale,
Washington
|
–
|
-$592K
|
-14,694
|
Closed
|
|
|
418
|
City Holding Co
Charleston,
West Virginia
|
–
|
-$403K
|
-10,000
|
Closed
|
|
|
419
|
Miracle Mile Advisors
Los Angeles,
California
|
–
|
-$315K
|
-7,784
|
Closed
|
|
|
420
|
Bridgeworth
Birmingham,
Alabama
|
–
|
-$287K
|
-7,105
|
Closed
|
|
|
421
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
–
|
-$202K
|
-4,995
|
Closed
|
|
|
422
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
–
|
-$173K
|
-4,288
|
Closed
|
|
|
423
|
Choate Investment Advisors
Boston,
Massachusetts
|
–
|
-$154K
|
-3,825
|
Closed
|
|
|
424
|
Faithward Advisors
Lancaster,
Pennsylvania
|
–
|
-$85K
|
-2,115
|
Closed
|
|
|
425
|
Golden State Wealth Management
Santa Ana,
California
|
–
|
-$69K
|
-1,706
|
Closed
|
|
