|
251
|
Webster Bank
Waterbury,
Connecticut
|
$172
|
–
|
–
|
–
|
|
|
252
|
Abound Wealth Management
Franklin,
Tennessee
|
$129
|
–
|
–
|
–
|
|
|
253
|
Asset Dedication LLC
San Francisco,
California
|
$129
|
–
|
–
|
–
|
|
|
254
|
Centennial Bank
Conway,
Arkansas
|
$129
|
–
|
–
|
–
|
|
|
255
|
Delta Asset Management
Memphis,
Tennessee
|
$129
|
–
|
–
|
–
|
|
|
256
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$129
|
–
|
–
|
–
|
|
|
257
|
Pinney & Scofield
Cambridge,
Massachusetts
|
$129
|
–
|
–
|
–
|
|
|
258
|
Root Financial Partners
Encinitas,
California
|
$129
|
–
|
–
|
–
|
|
|
259
|
Vanguard Advisers Inc
Malvern,
Pennsylvania
|
$129
|
+$85
|
+3
|
New
|
|
|
260
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$86
|
–
|
–
|
–
|
|
|
261
|
GAMMA Investing
Foster City,
California
|
$86
|
–
|
–
|
–
|
|
|
262
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$86
|
–
|
–
|
–
|
|
|
263
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$86
|
–
|
–
|
–
|
|
|
264
|
Kelleher Financial Advisors
New York
|
$86
|
–
|
–
|
–
|
|
|
265
|
SOA Wealth Advisors
New York
|
$86
|
–
|
–
|
–
|
|
|
266
|
Versant Capital Management
Phoenix,
Arizona
|
$86
|
–
|
–
|
–
|
|
|
267
|
Atwood & Palmer
Kansas City,
Missouri
|
$43
|
–
|
–
|
–
|
|
|
268
|
Breakwater Investment Management
Seattle,
Washington
|
$43
|
–
|
–
|
–
|
|
|
269
|
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
|
$43
|
–
|
–
|
–
|
|
|
270
|
Holos Integrated Wealth
Kennett Square,
Pennsylvania
|
$41
|
–
|
–
|
–
|
|
|
271
|
J. Safra Asset Management
New York
|
$2
|
–
|
–
|
–
|
|
|
272
|
Pacific Heights Asset Management
San Francisco,
California
|
–
|
-$1.93M
|
-100,000
|
Closed
|
|
|
273
|
Aequim Alternative Investments
Mill Valley,
California
|
–
|
-$1.45M
|
-75,000
|
Closed
|
|
|
274
|
Stifel Financial
St. Louis,
Missouri
|
–
|
-$1.39M
|
-71,920
|
Closed
|
|
|
275
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
–
|
-$391K
|
-20,290
|
Closed
|
|
