|
1201
|
Baystate Wealth Management
Boston,
Massachusetts
|
$2.95K
|
+$2.93K
|
+112
|
New
|
|
|
1202
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$2.71K
|
+$2.69K
|
+103
|
New
|
|
|
1203
|
Tradewinds Capital Management
Bellingham,
Washington
|
$2.63K
|
–
|
–
|
–
|
|
|
1204
|
Investment Research & Advisory Group
Atlanta,
Georgia
|
$2.58K
|
–
|
–
|
–
|
|
|
1205
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$2K
|
+$26
|
+1
|
+2%
|
|
|
1206
|
Trifecta Capital Advisors
Northbrook,
Illinois
|
$1.66K
|
-$18K
|
-687
|
-92%
|
|
|
1207
|
Delos Wealth Advisors
Dallas,
Texas
|
$636
|
–
|
–
|
–
|
|
|
1208
|
Crewe Advisors
Salt Lake City,
Utah
|
$396
|
–
|
–
|
–
|
|
|
1209
|
Strategic Income Management
Seattle,
Washington
|
–
|
-$12.2M
|
-470,390
|
Closed
|
|
|
1210
|
Vantage Investment Partners
Kansas City,
Missouri
|
–
|
-$10M
|
-386,984
|
Closed
|
|
|
1211
|
|
–
|
-$5.14M
|
-196,756
|
Closed
|
|
|
1212
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
–
|
-$3.88M
|
-150,000
|
Closed
|
|
|
1213
|
Massachusetts Financial Services
Boston,
Massachusetts
|
–
|
-$2.99M
|
-115,524
|
Closed
|
|
|
1214
|
Mission Wealth Management
Santa Barbara,
California
|
–
|
-$1.54M
|
-59,443
|
Closed
|
|
|
1215
|
FORA Capital
Miami,
Florida
|
–
|
-$1.16M
|
-44,744
|
Closed
|
|
|
1216
|
Summit Wealth Group
White River Junction,
Vermont
|
–
|
-$2K
|
-41,518
|
Closed
|
|
|
1217
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
–
|
-$1.06M
|
-40,854
|
Closed
|
|
|
1218
|
Kestra Private Wealth Services
Austin,
Texas
|
–
|
-$1.04M
|
-39,970
|
Closed
|
|
|
1219
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
–
|
-$579K
|
-22,341
|
Closed
|
|
|
1220
|
GSA Capital Partners
London,
United Kingdom
|
–
|
-$462K
|
-17,820
|
Closed
|
|
|
1221
|
Grandview Asset Management
Harrisburg,
Pennsylvania
|
–
|
-$435K
|
-16,778
|
Closed
|
|
|
1222
|
Kavar Capital Partners Group
Leawood,
Kansas
|
–
|
-$396K
|
-15,275
|
Closed
|
|
|
1223
|
Kiley Juergens Wealth Management
Olympia,
Washington
|
–
|
-$389K
|
-15,003
|
Closed
|
|
|
1224
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
–
|
-$389K
|
-15,000
|
Closed
|
|
|
1225
|
ERTS Wealth Advisors
Marquette,
Michigan
|
–
|
-$373K
|
-14,384
|
Closed
|
|
