|
126
|
Edge Wealth Management
New York
|
$29K
|
–
|
–
|
–
|
|
|
127
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$26.4K
|
–
|
–
|
–
|
|
|
128
|
North Star Investment Management
Chicago,
Illinois
|
$26K
|
–
|
–
|
–
|
|
|
129
|
Eudaimonia Partners
Winchester,
Tennessee
|
$23K
|
–
|
–
|
–
|
|
|
130
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$19K
|
–
|
–
|
–
|
|
|
131
|
Pathstone Family Office
Englewood,
New Jersey
|
$15K
|
+$14.1K
|
+550
|
New
|
|
|
132
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$11K
|
+$128
|
+5
|
+1%
|
|
|
133
|
Advisors Asset Management
Monument,
Colorado
|
$5K
|
–
|
–
|
–
|
|
|
134
|
Financial Management Professionals
Austin,
Texas
|
$5K
|
–
|
–
|
–
|
|
|
135
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$4K
|
–
|
–
|
–
|
|
|
136
|
Diversified
Wilmington,
Delaware
|
$3K
|
+$2.59K
|
+101
|
New
|
|
|
137
|
Parisi Gray Wealth Management
Mendham,
New Jersey
|
–
|
-$1.93M
|
-76,077
|
Closed
|
|
|
138
|
Avantax Advisory Services
Dallas,
Texas
|
–
|
-$925K
|
-36,435
|
Closed
|
|
|
139
|
55I LLC
Boston,
Massachusetts
|
–
|
-$722K
|
-28,475
|
Closed
|
|
|
140
|
Catalyst Private Wealth
San Mateo,
California
|
–
|
-$209K
|
-8,257
|
Closed
|
|
|
141
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
–
|
-$197K
|
-7,760
|
Closed
|
|
|
142
|
Adams Wealth Management
Logan,
Utah
|
–
|
-$119K
|
-4,683
|
Closed
|
|
|
143
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
–
|
-$102K
|
-4,000
|
-100%
|
|
|
144
|
Founders Financial Alliance
Raleigh,
North Carolina
|
–
|
-$87K
|
-3,525
|
Closed
|
|
|
145
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
–
|
-$20K
|
-800
|
Closed
|
|
|
146
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
+$102
|
+4
|
New
|
|
