|
851
|
Endurance Wealth Management
Providence,
Rhode Island
|
$1K
|
–
|
–
|
–
|
|
|
852
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$1K
|
+$840
|
+54
|
New
|
|
|
853
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$606
|
+$29.6K
|
+1,905
|
+5%
|
|
|
854
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$488
|
-$28.5K
|
-1,830
|
-5%
|
|
|
855
|
PFS Partners
Mine Hill,
New Jersey
|
$431
|
–
|
–
|
–
|
|
|
856
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$168
|
–
|
–
|
–
|
|
|
857
|
Global Financial Private Client
Sarasota,
Florida
|
$86
|
–
|
–
|
–
|
|
|
858
|
Johnson Midwest Financial
Glidden,
Iowa
|
$16
|
–
|
–
|
–
|
|
|
859
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
–
|
-$43.6M
|
-2,958,912
|
Closed
|
|
|
860
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
–
|
-$40.6M
|
-2,754,981
|
Closed
|
|
|
861
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
–
|
-$12.3M
|
-834,000
|
Closed
|
|
|
862
|
Roger Wittlin Investment Advisory
San Francisco,
California
|
–
|
-$10.9M
|
-740,790
|
Closed
|
|
|
863
|
Omnia Family Wealth
Aventura,
Florida
|
–
|
-$6.85M
|
-464,769
|
Closed
|
|
|
864
|
Econ Financial Services
Harrisburg,
Pennsylvania
|
–
|
-$4.55M
|
-309,240
|
Closed
|
|
|
865
|
|
–
|
-$2.47M
|
-167,577
|
Closed
|
|
|
866
|
EP Wealth Advisors
Torrance,
California
|
–
|
-$1.88M
|
-127,347
|
Closed
|
|
|
867
|
Strategic Equity Management
Tucson,
Arizona
|
–
|
-$1.21M
|
-82,398
|
Closed
|
|
|
868
|
Financial Engines Advisors
Santa Clara,
California
|
–
|
-$925K
|
-62,814
|
Closed
|
|
|
869
|
Pachira Investments
Dana Point,
California
|
–
|
-$909K
|
-61,689
|
Closed
|
|
|
870
|
Sand Hill Global Advisors
Palo Alto,
California
|
–
|
-$716K
|
-48,618
|
Closed
|
|
|
871
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
–
|
-$630K
|
-42,750
|
Closed
|
|
|
872
|
Advisor Resource Council
Dallas,
Texas
|
–
|
-$529K
|
-35,880
|
Closed
|
|
|
873
|
Beacon Financial Advisory
Cleveland,
Ohio
|
–
|
-$512K
|
-34,740
|
Closed
|
|
|
874
|
Mastrapasqua Asset Management
Nashville,
Tennessee
|
–
|
-$479K
|
-32,499
|
Closed
|
|
|
875
|
Convergence Financial
Columbia,
Missouri
|
–
|
-$425K
|
-28,842
|
Closed
|
|
