|
301
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$1K
|
–
|
–
|
–
|
|
|
302
|
Tucker Asset Management
Littleton,
Colorado
|
$825
|
–
|
–
|
–
|
|
|
303
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$771
|
+$717
|
+14
|
New
|
|
|
304
|
Gradient Investments
Arden Hills,
Minnesota
|
$165
|
–
|
–
|
–
|
|
|
305
|
International Assets Investment Management
Orlando,
Florida
|
–
|
-$20.7M
|
-641,647
|
Closed
|
|
|
306
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
–
|
-$1,000K
|
-20,130
|
Closed
|
|
|
307
|
IEQ Capital
Foster City,
California
|
–
|
-$810K
|
-16,306
|
Closed
|
|
|
308
|
Franklin Resources
San Mateo,
California
|
–
|
-$683K
|
-13,531
|
Closed
|
|
|
309
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
–
|
-$460K
|
-9,265
|
Closed
|
|
|
310
|
Executive Wealth Group
Kirkland,
Washington
|
–
|
-$414K
|
-8,342
|
Closed
|
|
|
311
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
–
|
-$401K
|
-8,070
|
Closed
|
|
|
312
|
ICICI Prudential Asset Management
Mumbai,
India
|
–
|
-$374K
|
-7,531
|
Closed
|
|
|
313
|
TFB Advisors
Overland Park,
Kansas
|
–
|
-$330K
|
-6,636
|
Closed
|
|
|
314
|
NWAM LLC
Mercer Island,
Washington
|
–
|
-$314K
|
-6,320
|
Closed
|
|
|
315
|
Silverlake Wealth Management
Williston,
Vermont
|
–
|
-$307K
|
-6,181
|
Closed
|
|
|
316
|
Millennium Management
New York
|
–
|
-$258K
|
-5,200
|
Closed
|
|
|
317
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
–
|
-$249K
|
-5,020
|
Closed
|
|
|
318
|
Venture Visionary Partners
Sylvania,
Ohio
|
–
|
-$205K
|
-4,118
|
Closed
|
|
|
319
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
–
|
-$201K
|
-4,050
|
Closed
|
|
|
320
|
Realta Investment Advisors
Wilmington,
Delaware
|
–
|
-$152K
|
-2,897
|
Closed
|
|
|
321
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
–
|
-$49.1K
|
-988
|
Closed
|
|
|
322
|
Buck Wealth Strategies
Denver,
Colorado
|
–
|
-$38.6K
|
-778
|
Closed
|
|
|
323
|
Impact Partnership Wealth
Marietta,
Georgia
|
–
|
-$21.9K
|
-442
|
Closed
|
|
|
324
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
–
|
-$9.29K
|
-187
|
Closed
|
|
|
325
|
Cullen/Frost Bankers
San Antonio,
Texas
|
–
|
-$7.2K
|
-145
|
Closed
|
|
