|
401
|
Engrave Wealth Partners
The Woodlands,
Texas
|
$4K
|
–
|
–
|
–
|
|
|
402
|
Townsend Asset Management
Raleigh,
North Carolina
|
$4K
|
+$3.94K
|
+147
|
New
|
|
|
403
|
Red Door Wealth Management
Memphis,
Tennessee
|
$4K
|
+$4.45K
|
+166
|
New
|
|
|
404
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$3K
|
-$1.88K
|
-70
|
-40%
|
|
|
405
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$3K
|
–
|
–
|
–
|
|
|
406
|
Anchor Investment Management
Columbia,
South Carolina
|
$1.15K
|
–
|
–
|
–
|
|
|
407
|
Larson Financial Group
St Louis,
Missouri
|
$1K
|
+$510
|
+19
|
+63%
|
|
|
408
|
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
|
–
|
-$61.2M
|
-2,358,100
|
Closed
|
|
|
409
|
Orgel Wealth Management
Altoona,
Wisconsin
|
–
|
-$32.3M
|
-1,245,812
|
Closed
|
|
|
410
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
–
|
-$12.5M
|
-475,623
|
Closed
|
|
|
411
|
Pasadena Private Wealth
Pasadena,
California
|
–
|
-$4.82M
|
-185,658
|
Closed
|
|
|
412
|
Menard Financial Group
Houston,
Texas
|
–
|
-$3.58M
|
-138,130
|
Closed
|
|
|
413
|
Emerald Advisors
Bellevue,
Washington
|
–
|
-$1.18M
|
-44,496
|
Closed
|
|
|
414
|
Covenant Multifamily Offices
San Antonio,
Texas
|
–
|
-$1.24M
|
-37,538
|
Closed
|
|
|
415
|
Fosun International
Hong Kong,
China
|
–
|
-$6K
|
-22,661
|
Closed
|
|
|
416
|
J.W. Cole Advisors
Tampa,
Florida
|
–
|
-$555K
|
-21,376
|
Closed
|
|
|
417
|
Creative Financial Designs
Kokomo,
Indiana
|
–
|
-$468K
|
-17,994
|
Closed
|
|
|
418
|
Valeo Financial Advisors
Carmel,
Indiana
|
–
|
-$51K
|
-12,125
|
Closed
|
|
|
419
|
J. Arnold Wealth Management
Youngstown,
Ohio
|
–
|
-$307K
|
-11,823
|
Closed
|
|
|
420
|
Evolution Wealth Advisors
Aventura,
Florida
|
–
|
-$303K
|
-11,691
|
Closed
|
|
|
421
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
–
|
-$265K
|
-10,204
|
Closed
|
|
|
422
|
Kingfisher Capital
Charlotte,
North Carolina
|
–
|
-$259K
|
-9,976
|
Closed
|
|
|
423
|
Pinion Investment Advisors
Wichita,
Kansas
|
–
|
-$238K
|
-9,159
|
Closed
|
|
|
424
|
First Hawaiian Bank
Honolulu,
Hawaii
|
–
|
-$210K
|
-8,100
|
Closed
|
|
|
425
|
Koshinski Asset Management
Decatur,
Illinois
|
–
|
-$210K
|
-8,092
|
Closed
|
|
