|
601
|
Asset Dedication LLC
San Francisco,
California
|
$7K
|
–
|
–
|
–
|
|
|
602
|
Macroview Investment Management
Bethesda,
Maryland
|
$5K
|
–
|
–
|
–
|
|
|
603
|
RPG Investment Advisory
Pleasanton,
California
|
$5K
|
+$4.75K
|
+140
|
New
|
|
|
604
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$4K
|
-$6.24K
|
-184
|
-60%
|
|
|
605
|
CKW Financial Group
Honolulu,
Hawaii
|
$4K
|
–
|
–
|
–
|
|
|
606
|
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
|
$3K
|
–
|
–
|
–
|
|
|
607
|
Gradient Investments
Arden Hills,
Minnesota
|
$3K
|
–
|
–
|
–
|
|
|
608
|
Endurance Wealth Management
Providence,
Rhode Island
|
$3K
|
+$136
|
+4
|
+5%
|
|
|
609
|
V Wealth Advisors
Overland Park,
Kansas
|
$3K
|
+$2.85K
|
+84
|
New
|
|
|
610
|
Cable Hill Partners
Portland,
Oregon
|
$1K
|
–
|
–
|
–
|
|
|
611
|
Howe & Rusling
Rochester,
New York
|
$1K
|
–
|
–
|
–
|
|
|
612
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
–
|
-$7.85M
|
-239,188
|
Closed
|
|
|
613
|
Transform Wealth
Greenwood Village,
Colorado
|
–
|
-$6.81M
|
-207,148
|
Closed
|
|
|
614
|
Polianta Ltd
St Helier,
Jersey
|
–
|
-$5.91M
|
-179,600
|
Closed
|
|
|
615
|
Kalos Management
Alpharetta,
Georgia
|
–
|
-$4.11M
|
-124,908
|
Closed
|
|
|
616
|
Tiedemann Wealth Management Holdings
New York
|
–
|
-$3.36M
|
-102,112
|
Closed
|
|
|
617
|
|
–
|
-$1.7M
|
-51,792
|
Closed
|
|
|
618
|
RGT Wealth Advisors
Dallas,
Texas
|
–
|
-$861K
|
-26,172
|
Closed
|
|
|
619
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
–
|
-$710K
|
-21,600
|
Closed
|
|
|
620
|
Valley Wealth Managers
Paramus,
New Jersey
|
–
|
-$389K
|
-11,824
|
Closed
|
|
|
621
|
Good Life Advisors
Reading,
Pennsylvania
|
–
|
-$229K
|
-6,992
|
Closed
|
|
|
622
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
–
|
-$220K
|
-6,700
|
Closed
|
|
|
623
|
Brick & Kyle Associates
Newtown,
Pennsylvania
|
–
|
-$49K
|
-1,500
|
Closed
|
|
|
624
|
Archford Capital Strategies
Swansea,
Illinois
|
–
|
-$23K
|
-696
|
Closed
|
|
|
625
|
Apriem Advisors
Irvine,
California
|
–
|
-$10K
|
-300
|
Closed
|
|
