|
151
|
Key Financial Inc
West Chester,
Pennsylvania
|
$2K
|
–
|
–
|
–
|
|
|
152
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$1K
|
–
|
–
|
–
|
|
|
153
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$1K
|
–
|
–
|
–
|
|
|
154
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$1K
|
+$1.15K
|
+31
|
New
|
|
|
155
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1K
|
+$1.19K
|
+32
|
New
|
|
|
156
|
|
–
|
-$37.4M
|
-1,007,652
|
Closed
|
|
|
157
|
Tidal Investments
Milwaukee,
Wisconsin
|
–
|
-$534K
|
-14,406
|
Closed
|
|
|
158
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
–
|
-$362K
|
-9,749
|
Closed
|
|
|
159
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
–
|
-$240K
|
-6,461
|
Closed
|
|
|
160
|
Winfield Associates
Cleveland,
Ohio
|
–
|
-$236K
|
-6,360
|
Closed
|
|
|
161
|
|
–
|
-$158K
|
-4,284
|
Closed
|
|
|
162
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
–
|
-$114K
|
-3,072
|
Closed
|
|
|
163
|
Global Retirement Partners
San Rafael,
California
|
–
|
-$73K
|
-1,976
|
Closed
|
|
|
164
|
Liberty Wealth Management
Oakland,
California
|
–
|
-$59K
|
-1,602
|
Closed
|
|
|
165
|
Asset Dedication LLC
San Francisco,
California
|
–
|
-$41K
|
-1,115
|
Closed
|
|
|
166
|
Cordasco Financial Network
Naples,
Florida
|
–
|
-$30K
|
-820
|
Closed
|
|
|
167
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
–
|
-$9K
|
-246
|
Closed
|
|
|
168
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
–
|
-$2K
|
-58
|
Closed
|
|
|
169
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
–
|
-$1K
|
-41
|
Closed
|
|
|
170
|
US Bancorp
Minneapolis,
Minnesota
|
–
|
-$1K
|
-21
|
Closed
|
|
