|
851
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$663
|
–
|
–
|
–
|
|
|
852
|
LRI Investments
Palm Beach Gardens,
Florida
|
$662
|
+$665
|
+6
|
New
|
|
|
853
|
Sunrise Financial Services
Burien,
Washington
|
$662
|
+$665
|
+6
|
New
|
|
|
854
|
Colonial Trust
Spartanburg,
South Carolina
|
$560
|
+$554
|
+5
|
New
|
|
|
855
|
DecisionPoint Financial
Mesa,
Arizona
|
$552
|
–
|
–
|
–
|
|
|
856
|
Valued Wealth Advisors
Holladay,
Utah
|
$445
|
–
|
–
|
–
|
|
|
857
|
American Capital Advisory
Ketchum,
Idaho
|
$442
|
+$444
|
+4
|
New
|
|
|
858
|
Highline Wealth Partners
Sherman Oaks,
California
|
$441
|
+$444
|
+4
|
New
|
|
|
859
|
Triumph Capital Management
Denver,
Colorado
|
$441
|
+$444
|
+4
|
New
|
|
|
860
|
Davis Capital Management
Jacksonville,
Florida
|
$331
|
–
|
–
|
–
|
|
|
861
|
Trust Company
Manhattan,
Kansas
|
$331
|
+$333
|
+3
|
New
|
|
|
862
|
Private Wealth Asset Management
Cedar Rapids,
Iowa
|
$221
|
–
|
–
|
–
|
|
|
863
|
EFG International
Zurich,
|
$221
|
+$222
|
+2
|
New
|
|
|
864
|
Godsey & Gibb Inc
Richmond,
Virginia
|
$221
|
+$222
|
+2
|
New
|
|
|
865
|
IMA Advisory Services
Denver,
Colorado
|
$220
|
–
|
–
|
–
|
|
|
866
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$200
|
+$222
|
+2
|
New
|
|
|
867
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$111
|
+$111
|
+1
|
New
|
|
|
868
|
Financial Management Professionals
Austin,
Texas
|
$110
|
–
|
–
|
–
|
|
|
869
|
Optima Capital
Beaverton,
Oregon
|
$110
|
+$111
|
+1
|
New
|
|
|
870
|
Tradewinds Capital Management
Bellingham,
Washington
|
$9
|
–
|
–
|
–
|
|
|
871
|
Wealth High Governance Capital
Sao Paulo,
Brazil
|
–
|
-$25.5M
|
-240,001
|
Closed
|
|
|
872
|
Zurich Cantonal Bank
Zurich,
Switzerland
|
–
|
-$22.2M
|
-200,489
|
Closed
|
|
|
873
|
Empowered Funds
Havertown,
Pennsylvania
|
–
|
-$19.7M
|
-185,378
|
Closed
|
|
|
874
|
Capital World Investors
Los Angeles,
California
|
–
|
-$6.09M
|
-57,324
|
Closed
|
|
|
875
|
Susquehanna Fundamental Investments
Bala Cynwyd,
Pennsylvania
|
–
|
-$5.84M
|
-54,991
|
Closed
|
|
