|
651
|
HBC Financial Services
Seattle,
Washington
|
$1K
|
+$1.51K
|
+65
|
New
|
|
|
652
|
Tortoise Investment Management
White Plains,
New York
|
$962
|
-$4.52K
|
-195
|
-82%
|
|
|
653
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$893
|
+$905
|
+39
|
New
|
|
|
654
|
|
$824
|
–
|
–
|
–
|
|
|
655
|
First Personal Financial Services
Charlotte,
North Carolina
|
$687
|
-$30.7K
|
-1,323
|
-98%
|
|
|
656
|
RFP Financial Group
Atlanta,
Georgia
|
$161
|
+$162
|
+7
|
New
|
|
|
657
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$69
|
–
|
–
|
–
|
|
|
658
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
–
|
-$15.6M
|
-668,660
|
Closed
|
|
|
659
|
Allianz Asset Management
Munich,
Germany
|
–
|
-$11.7M
|
-500,000
|
Closed
|
|
|
660
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
–
|
-$5.68M
|
-243,064
|
Closed
|
|
|
661
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
–
|
-$2.37M
|
-101,196
|
Closed
|
|
|
662
|
|
–
|
-$2.13M
|
-91,209
|
Closed
|
|
|
663
|
WBH Advisory
Baltimore,
Maryland
|
–
|
-$1.68M
|
-71,723
|
Closed
|
|
|
664
|
Retireful LLC
Haslett,
Michigan
|
–
|
-$1.62M
|
-69,278
|
Closed
|
|
|
665
|
NFP Retirement Inc
Aliso Viejo,
California
|
–
|
-$1.04M
|
-44,305
|
Closed
|
|
|
666
|
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
–
|
-$602K
|
-25,755
|
Closed
|
|
|
667
|
Successful Portfolios
Clearwater,
Florida
|
–
|
-$480K
|
-20,510
|
Closed
|
|
|
668
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
–
|
-$458K
|
-19,575
|
Closed
|
|
|
669
|
Financial Management Network
Mission Viejo,
California
|
–
|
-$440K
|
-18,711
|
Closed
|
|
|
670
|
First Foundation Advisors
Irvine,
California
|
–
|
-$415K
|
-17,746
|
Closed
|
|
|
671
|
UMB Bank
Kansas City,
Missouri
|
–
|
-$410K
|
-17,520
|
Closed
|
|
|
672
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
–
|
-$405K
|
-17,341
|
Closed
|
|
|
673
|
Strategic Wealth Partners
Independence,
Ohio
|
–
|
-$398K
|
-17,035
|
Closed
|
|
|
674
|
Prosperity Financial Group
San Ramon,
California
|
–
|
-$346K
|
-14,817
|
Closed
|
|
|
675
|
Wick Capital Partners
Wayne,
Pennsylvania
|
–
|
-$345K
|
-14,763
|
Closed
|
|
