|
1201
|
Hoey Investments
Coatesville,
Pennsylvania
|
$959
|
–
|
–
|
–
|
|
|
1202
|
Private Wealth Asset Management
Cedar Rapids,
Iowa
|
$913
|
-$469
|
-10
|
-33%
|
|
|
1203
|
Silver Grove Financial Group
Orchard Park,
New York
|
$427
|
+$422
|
+9
|
New
|
|
|
1204
|
DecisionPoint Financial
Mesa,
Arizona
|
$92
|
–
|
–
|
–
|
|
|
1205
|
Sittner & Nelson
Eugene,
Oregon
|
$92
|
–
|
–
|
–
|
|
|
1206
|
Select Equity Group
New York
|
–
|
-$40.3M
|
-907,211
|
Closed
|
|
|
1207
|
Diversify Advisory Services
Sandy,
Utah
|
–
|
-$18.6M
|
-402,443
|
Closed
|
|
|
1208
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
–
|
-$17.1M
|
-384,000
|
Closed
|
|
|
1209
|
Strategic Financial Planning
Plano,
Texas
|
–
|
-$16.5M
|
-371,396
|
Closed
|
|
|
1210
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
–
|
-$11.9M
|
-267,380
|
Closed
|
|
|
1211
|
SOL Capital Management
Rockville,
Maryland
|
–
|
-$3.46M
|
-77,850
|
Closed
|
|
|
1212
|
Summit Trail Advisors
New York
|
–
|
-$3.09M
|
-69,571
|
Closed
|
|
|
1213
|
Worth Financial Advisory Group
Charlotte,
North Carolina
|
–
|
-$2.16M
|
-48,642
|
Closed
|
|
|
1214
|
Becker Capital Management
Portland,
Oregon
|
–
|
-$1.56M
|
-35,138
|
Closed
|
|
|
1215
|
TFB Advisors
Overland Park,
Kansas
|
–
|
-$1.36M
|
-30,630
|
Closed
|
|
|
1216
|
Hilltop Holdings
Dallas,
Texas
|
–
|
-$1.27M
|
-28,599
|
Closed
|
|
|
1217
|
Quadrature Capital
London,
United Kingdom
|
–
|
-$969K
|
-21,822
|
Closed
|
|
|
1218
|
Elyxium Wealth
San Mateo,
California
|
–
|
-$922K
|
-20,768
|
Closed
|
|
|
1219
|
Turtle Creek Wealth Advisors
Dallas,
Texas
|
–
|
-$722K
|
-16,257
|
Closed
|
|
|
1220
|
Canvas Wealth Advisors
Shawnee,
Kansas
|
–
|
-$691K
|
-15,565
|
Closed
|
|
|
1221
|
Vanguard Personalized Indexing Management
Oakland,
California
|
–
|
-$672K
|
-15,135
|
Closed
|
|
|
1222
|
Harbor Investment Advisory
Lutherville,
Maryland
|
–
|
-$618K
|
-13,919
|
Closed
|
|
|
1223
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
–
|
-$567K
|
-12,775
|
Closed
|
|
|
1224
|
Coppell Advisory Solutions
Coppell,
Texas
|
–
|
-$492K
|
-11,034
|
Closed
|
|
|
1225
|
Partners Wealth Management
Carmel By The Sea,
California
|
–
|
-$473K
|
-10,660
|
Closed
|
|
