|
576
|
Provident Wealth Management
Brentwood,
Tennessee
|
$961
|
–
|
–
|
–
|
|
|
577
|
Caldwell Trust
Venice,
Florida
|
$865
|
+$873
|
+36
|
New
|
|
|
578
|
Fiduciary Alliance
Greenville,
South Carolina
|
$577
|
+$582
|
+24
|
New
|
|
|
579
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
$78
|
–
|
–
|
–
|
|
|
580
|
25 LLC
St. Louis,
Missouri
|
$49
|
–
|
–
|
–
|
|
|
581
|
Edgehill Endowment Partners
Hamden,
Connecticut
|
–
|
-$61.4M
|
-2,518,016
|
Closed
|
|
|
582
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
–
|
-$20.2M
|
-829,878
|
Closed
|
|
|
583
|
INVST
Indianapolis,
Indiana
|
–
|
-$19.9M
|
-815,562
|
Closed
|
|
|
584
|
Manchester Financial
Westlake Village,
California
|
–
|
-$11.1M
|
-453,602
|
Closed
|
|
|
585
|
DFPG Investments
Sandy,
Utah
|
–
|
-$6.99M
|
-286,424
|
Closed
|
|
|
586
|
Summit Wealth Group
White River Junction,
Vermont
|
–
|
-$2K
|
-169,204
|
Closed
|
|
|
587
|
Millennium Management
New York
|
–
|
-$1.85M
|
-75,910
|
Closed
|
|
|
588
|
Wealth CMT
Cherry Hill,
New Jersey
|
–
|
-$1.35M
|
-55,352
|
Closed
|
|
|
589
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$1.18M
|
-48,236
|
Closed
|
|
|
590
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
–
|
-$1.12M
|
-46,228
|
Closed
|
|
|
591
|
GeoWealth Management
Chicago,
Illinois
|
–
|
-$954K
|
-39,092
|
Closed
|
|
|
592
|
G2 Capital Management
Columbus,
Ohio
|
–
|
-$813K
|
-33,318
|
Closed
|
|
|
593
|
EP Wealth Advisors
Torrance,
California
|
–
|
-$1.11M
|
-32,642
|
Closed
|
|
|
594
|
1900 Wealth Management
San Antonio,
Texas
|
–
|
-$755K
|
-31,300
|
Closed
|
|
|
595
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
–
|
-$736K
|
-30,166
|
Closed
|
|
|
596
|
Pacific Capital Wealth Advisors
Corona,
California
|
–
|
-$629K
|
-25,780
|
Closed
|
|
|
597
|
IMC Chicago
Chicago,
Illinois
|
–
|
-$627K
|
-25,718
|
Closed
|
|
|
598
|
West Paces Advisors
Atlanta,
Georgia
|
–
|
-$623K
|
-25,520
|
Closed
|
|
|
599
|
Strategic Advisors
New York
|
–
|
-$597K
|
-24,468
|
Closed
|
|
|
600
|
Providence Wealth Advisors
Frankfort,
Illinois
|
–
|
-$562K
|
-23,120
|
Closed
|
|
