|
1301
|
KB Financial Partners
Princeton,
New Jersey
|
$5K
|
–
|
–
|
–
|
|
|
1302
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$5K
|
–
|
–
|
–
|
|
|
1303
|
Asset Dedication LLC
San Francisco,
California
|
$5K
|
+$4.21K
|
+15
|
New
|
|
|
1304
|
Kelly Financial Services
Braintree,
Massachusetts
|
$4.6K
|
–
|
–
|
–
|
|
|
1305
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$4K
|
–
|
–
|
–
|
|
|
1306
|
Delos Wealth Advisors
Dallas,
Texas
|
$4K
|
+$3.37K
|
+12
|
New
|
|
|
1307
|
Lee Financial
Dallas,
Texas
|
$4K
|
+$3.37K
|
+12
|
New
|
|
|
1308
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$3K
|
–
|
–
|
–
|
|
|
1309
|
Edge Wealth Management
New York
|
$3K
|
–
|
–
|
–
|
|
|
1310
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$3K
|
–
|
–
|
–
|
|
|
1311
|
PEAK6 Investments
Chicago,
Illinois
|
$2K
|
-$23.4M
|
-83,439
|
-100%
|
|
|
1312
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$2K
|
-$7.58K
|
-27
|
-82%
|
|
|
1313
|
Better Money Decisions
Santa Fe,
New Mexico
|
$2K
|
–
|
–
|
–
|
|
|
1314
|
Hartford Financial Management
Hartford,
Connecticut
|
$2K
|
–
|
–
|
–
|
|
|
1315
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$2K
|
–
|
–
|
–
|
|
|
1316
|
Longfellow Investment Management
Boston,
Massachusetts
|
$2K
|
–
|
–
|
–
|
|
|
1317
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$2K
|
+$1.68K
|
+6
|
New
|
|
|
1318
|
Column Capital Advisors
Indianapolis,
Indiana
|
$1K
|
–
|
–
|
–
|
|
|
1319
|
Financial Enhancement Group
Anderson,
Indiana
|
$1K
|
+$842
|
+3
|
New
|
|
|
1320
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$920
|
+$842
|
+3
|
New
|
|
|
1321
|
WestEnd Advisors
Charlotte,
North Carolina
|
$919
|
–
|
–
|
–
|
|
|
1322
|
Avidity Partners Management
Dallas,
Texas
|
–
|
-$103M
|
-418,200
|
Closed
|
|
|
1323
|
|
–
|
-$11.9M
|
-48,405
|
Closed
|
|
|
1324
|
Summit Global Investments
Bountiful,
Utah
|
–
|
-$8.94M
|
-36,312
|
Closed
|
|
|
1325
|
Sivik Global Healthcare
Greenwich,
Connecticut
|
–
|
-$7.39M
|
-30,000
|
Closed
|
|
