|
301
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$1K
|
–
|
–
|
–
|
|
|
302
|
Whitener Capital Management
Rocky Mount,
North Carolina
|
$1K
|
–
|
–
|
–
|
|
|
303
|
Arbor Wealth Management (Florida)
Miramar Beach,
Florida
|
$1K
|
+$1.39K
|
+56
|
New
|
|
|
304
|
Financial & Investment Management Group
Traverse City,
Michigan
|
–
|
-$13.5M
|
-545,920
|
Closed
|
|
|
305
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
–
|
-$11.2M
|
-453,436
|
Closed
|
|
|
306
|
|
–
|
-$9.66M
|
-389,612
|
Closed
|
|
|
307
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
–
|
-$4.56M
|
-183,854
|
Closed
|
|
|
308
|
Advisors Capital Management
Ridgewood,
New Jersey
|
–
|
-$3.13M
|
-126,148
|
Closed
|
|
|
309
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
–
|
-$2.6M
|
-105,102
|
Closed
|
|
|
310
|
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
–
|
-$1.85M
|
-74,682
|
Closed
|
|
|
311
|
Advisory Alpha
Holland,
Michigan
|
–
|
-$1.7M
|
-68,556
|
Closed
|
|
|
312
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$1.39M
|
-55,878
|
Closed
|
|
|
313
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
–
|
-$531K
|
-21,428
|
Closed
|
|
|
314
|
Segall Bryant & Hamill
Chicago,
Illinois
|
–
|
-$397K
|
-16,000
|
Closed
|
|
|
315
|
REDW Wealth
Albuquerque,
New Mexico
|
–
|
-$379K
|
-15,282
|
Closed
|
|
|
316
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
–
|
-$353K
|
-14,234
|
Closed
|
|
|
317
|
Wealth Architects
Mountain View,
California
|
–
|
-$313K
|
-12,612
|
Closed
|
|
|
318
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
–
|
-$231K
|
-9,326
|
Closed
|
|
|
319
|
Secrest Blakey & Associates
Raleigh,
North Carolina
|
–
|
-$224K
|
-9,044
|
Closed
|
|
|
320
|
Coldstream Capital Management
Bellevue,
Washington
|
–
|
-$219K
|
-8,828
|
Closed
|
|
|
321
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
–
|
-$211K
|
-8,526
|
Closed
|
|
|
322
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
–
|
-$201K
|
-8,090
|
Closed
|
|
|
323
|
Stratos Wealth Partners
Beachwood,
Ohio
|
–
|
-$103K
|
-4,148
|
Closed
|
|
|
324
|
Steward Partners Investment Advisory
New York
|
–
|
-$51K
|
-2,052
|
Closed
|
|
|
325
|
McAdam LLC
Philadelphia,
Pennsylvania
|
–
|
-$45K
|
-1,822
|
Closed
|
|
