|
526
|
|
$1K
|
–
|
–
|
–
|
|
|
527
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$1K
|
–
|
–
|
–
|
|
|
528
|
Guardian Wealth Management (Illinois)
Peoria,
Illinois
|
$1K
|
+$436
|
+18
|
+90%
|
|
|
529
|
Tower Research Capital (TRC)
New York
|
$1K
|
+$1.02K
|
+42
|
New
|
|
|
530
|
Addison Advisors
Middlebury,
Vermont
|
$1K
|
+$1.21K
|
+50
|
New
|
|
|
531
|
Westside Investment Management
Santa Monica,
California
|
$26
|
–
|
–
|
–
|
|
|
532
|
55I LLC
Boston,
Massachusetts
|
–
|
-$55.4M
|
-2,192,868
|
Closed
|
|
|
533
|
Brio Consultants
San Francisco,
California
|
–
|
-$15M
|
-594,348
|
Closed
|
|
|
534
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
–
|
-$13.5M
|
-535,502
|
Closed
|
|
|
535
|
TAP Consulting
Kirkwood,
Missouri
|
–
|
-$11.4M
|
-452,076
|
Closed
|
|
|
536
|
Holistic Financial Partners
Indianapolis,
Indiana
|
–
|
-$11.4M
|
-452,046
|
Closed
|
|
|
537
|
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
–
|
-$10.6M
|
-417,230
|
Closed
|
|
|
538
|
Aries Wealth Management
Portland,
Maine
|
–
|
-$5.26M
|
-207,978
|
Closed
|
|
|
539
|
Fund Evaluation Group
Cincinnati,
Ohio
|
–
|
-$243M
|
-186,968
|
Closed
|
|
|
540
|
Millennium Management
New York
|
–
|
-$3.69M
|
-145,770
|
Closed
|
|
|
541
|
Trek Financial
Scottsdale,
Arizona
|
–
|
-$3.46M
|
-136,808
|
Closed
|
|
|
542
|
Lowery Thomas LLC
Pebble Beach,
California
|
–
|
-$1.69M
|
-66,688
|
Closed
|
|
|
543
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
–
|
-$1.38M
|
-66,664
|
Closed
|
|
|
544
|
Capital CS Group
Irvine,
California
|
–
|
-$1.41M
|
-55,884
|
Closed
|
|
|
545
|
Berkeley Inc
Boise,
Idaho
|
–
|
-$1.11M
|
-44,016
|
Closed
|
|
|
546
|
Marquette Asset Management
Minneapolis,
Minnesota
|
–
|
-$865K
|
-34,228
|
Closed
|
|
|
547
|
DDD Partners
Bellevue,
Washington
|
–
|
-$863K
|
-34,148
|
Closed
|
|
|
548
|
Motive Wealth Advisors
Birmingham,
Michigan
|
–
|
-$724K
|
-28,636
|
Closed
|
|
|
549
|
|
–
|
-$672K
|
-27,690
|
Closed
|
|
|
550
|
MA Private Wealth
San Carlos,
California
|
–
|
-$649K
|
-25,680
|
Closed
|
|
