|
701
|
Bellevue Asset Management
Bellevue,
Washington
|
$1K
|
–
|
–
|
–
|
|
|
702
|
Bellwether Advisors
Lincoln,
Nebraska
|
$1K
|
–
|
–
|
–
|
|
|
703
|
Bessemer Group
Woodbridge,
New Jersey
|
$1K
|
–
|
–
|
–
|
|
|
704
|
Bison Wealth
Atlanta,
Georgia
|
$1K
|
–
|
–
|
–
|
|
|
705
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$1K
|
–
|
–
|
–
|
|
|
706
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$1K
|
–
|
–
|
–
|
|
|
707
|
Huntington National Bank
Columbus,
Ohio
|
$1K
|
–
|
–
|
–
|
|
|
708
|
Maryland Capital Advisors
Chester,
Maryland
|
$1K
|
–
|
–
|
–
|
|
|
709
|
Pin Oak Investment Advisors
Houston,
Texas
|
$1K
|
–
|
–
|
–
|
|
|
710
|
West Financial Advisors
Des Moines,
Iowa
|
$1K
|
–
|
–
|
–
|
|
|
711
|
RE Dickinson Investment Advisors
Council Bluffs,
Iowa
|
$841
|
-$134K
|
-5,124
|
-13%
|
|
|
712
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$585
|
–
|
–
|
–
|
|
|
713
|
Westside Investment Management
Santa Monica,
California
|
$9
|
–
|
–
|
–
|
|
|
714
|
Citadel Advisors
Miami,
Florida
|
–
|
-$51.7M
|
-1,978,014
|
Closed
|
|
|
715
|
|
–
|
-$20.4M
|
-732,942
|
Closed
|
|
|
716
|
Adams Wealth Management
Logan,
Utah
|
–
|
-$14.6M
|
-527,370
|
Closed
|
|
|
717
|
Aries Wealth Management
Portland,
Maine
|
–
|
-$3.75M
|
-134,993
|
Closed
|
|
|
718
|
Fagan Associates
Troy,
New York
|
–
|
-$2.1M
|
-75,811
|
Closed
|
|
|
719
|
Credit Suisse
Zurich,
Switzerland
|
–
|
-$1.99M
|
-71,504
|
Closed
|
|
|
720
|
Asset Dedication LLC
San Francisco,
California
|
–
|
-$950K
|
-34,322
|
Closed
|
|
|
721
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
–
|
-$947K
|
-34,113
|
Closed
|
|
|
722
|
Fortis Advisors
Wayne,
Pennsylvania
|
–
|
-$690K
|
-24,865
|
Closed
|
|
|
723
|
Connecticut Wealth Management
Farmington,
Connecticut
|
–
|
-$593K
|
-21,359
|
Closed
|
|
|
724
|
Boyce & Associates Wealth Consulting
Cedar Park,
Texas
|
–
|
-$553K
|
-19,921
|
Closed
|
|
|
725
|
Colony Family Offices
Charlotte,
North Carolina
|
–
|
-$452K
|
-16,290
|
Closed
|
|
