|
1301
|
Creative Capital Management Investments
San Diego,
California
|
$1.72K
|
+$1.78K
|
+2
|
New
|
|
|
1302
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$1.72K
|
+$1.78K
|
+2
|
New
|
|
|
1303
|
|
$1.72K
|
+$1.78K
|
+2
|
New
|
|
|
1304
|
|
$1.35K
|
-$7.38M
|
-8,273
|
-100%
|
|
|
1305
|
Montag & Associates
Atlanta,
Georgia
|
$1K
|
+$892
|
+1
|
New
|
|
|
1306
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$1K
|
+$892
|
+1
|
New
|
|
|
1307
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$859
|
-$215K
|
-241
|
-100%
|
|
|
1308
|
Nvest Wealth Strategies
Powell,
Ohio
|
$859
|
–
|
–
|
–
|
|
|
1309
|
Seneschal Advisors
Tacoma,
Washington
|
$859
|
–
|
–
|
–
|
|
|
1310
|
TFC Financial Management
Boston,
Massachusetts
|
$859
|
–
|
–
|
–
|
|
|
1311
|
Trifecta Capital Advisors
Northbrook,
Illinois
|
$859
|
+$892
|
+1
|
New
|
|
|
1312
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$859
|
+$892
|
+1
|
New
|
|
|
1313
|
Game Plan Financial Advisors
Westlake,
Ohio
|
$858
|
–
|
–
|
–
|
|
|
1314
|
Godfrey Financial Associates
Glenmont,
New York
|
$858
|
–
|
–
|
–
|
|
|
1315
|
WestEnd Advisors
Charlotte,
North Carolina
|
$858
|
–
|
–
|
–
|
|
|
1316
|
Barrett & Company
Providence,
Rhode Island
|
$858
|
+$892
|
+1
|
New
|
|
|
1317
|
GoalVest Advisory
New York
|
$858
|
+$892
|
+1
|
New
|
|
|
1318
|
Mechanics Financial Corp
Mansfield,
Ohio
|
$858
|
+$892
|
+1
|
New
|
|
|
1319
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$670
|
+$892
|
+1
|
New
|
|
|
1320
|
Cordant Inc
Portland,
Oregon
|
$284
|
–
|
–
|
–
|
|
|
1321
|
1832 Asset Management
Toronto,
Ontario, Canada
|
–
|
-$199M
|
-283,436
|
Closed
|
|
|
1322
|
Atreides Management
Boston,
Massachusetts
|
–
|
-$188M
|
-267,389
|
Closed
|
|
|
1323
|
Trivest Advisors
Hong Kong
|
–
|
-$149M
|
-212,000
|
Closed
|
|
|
1324
|
|
–
|
-$184M
|
-205,903
|
Closed
|
|
|
1325
|
Panoramic Hills Capital
Road Town,
|
–
|
-$141M
|
-200,000
|
Closed
|
|
