|
601
|
Retirement Group
San Diego,
California
|
$4K
|
–
|
–
|
–
|
|
|
602
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$3.55K
|
–
|
–
|
–
|
|
|
603
|
BOK Financial
Tulsa,
Oklahoma
|
$3.41K
|
-$832K
|
-24,182
|
-100%
|
|
|
604
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$3.29K
|
–
|
–
|
–
|
|
|
605
|
Covestor
London,
United Kingdom
|
$3K
|
+$69
|
+2
|
+2%
|
|
|
606
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$1.74K
|
+$1.75K
|
+51
|
New
|
|
|
607
|
Maryland Capital Advisors
Chester,
Maryland
|
$1.64K
|
+$1.65K
|
+48
|
New
|
|
|
608
|
25 LLC
St. Louis,
Missouri
|
$1.37K
|
+$1.38K
|
+40
|
New
|
|
|
609
|
Evensky & Katz
Coral Gables,
Florida
|
$1K
|
-$722
|
-21
|
-33%
|
|
|
610
|
Hantz Financial Services
Southfield,
Michigan
|
$1K
|
-$69
|
-2
|
-6%
|
|
|
611
|
M&R Capital Management
Summit,
New Jersey
|
$853
|
+$860
|
+25
|
New
|
|
|
612
|
Western Pacific Wealth Management
Lake Forest,
Illinois
|
$716
|
+$722
|
+21
|
New
|
|
|
613
|
|
$444
|
-$38.4K
|
-1,118
|
-99%
|
|
|
614
|
TFO Wealth Partners
Maumee,
Ohio
|
$375
|
-$618K
|
-17,968
|
-100%
|
|
|
615
|
AllSquare Wealth Management
Albany,
New York
|
$102
|
–
|
–
|
–
|
|
|
616
|
Tucker Asset Management
Littleton,
Colorado
|
$102
|
+$103
|
+3
|
New
|
|
|
617
|
First Capital Advisors Group
Little Silver,
New Jersey
|
$30
|
–
|
–
|
–
|
|
|
618
|
Lee Financial
Dallas,
Texas
|
$19
|
-$6.09K
|
-177
|
-99%
|
|
|
619
|
Ruedi Wealth Management
Champaign,
Illinois
|
$9
|
-$34
|
-1
|
Closed
|
|
|
620
|
3EDGE Asset Management
Naples,
Florida
|
–
|
-$56.6M
|
-1,715,864
|
Closed
|
|
|
621
|
Koss-Olinger Consulting
Gainesville,
Florida
|
–
|
-$23.4M
|
-710,806
|
Closed
|
|
|
622
|
Ford Financial Group
Fresno,
California
|
–
|
-$2.72M
|
-82,473
|
Closed
|
|
|
623
|
Private Portfolio Partners
Paramus,
New Jersey
|
–
|
-$1.65M
|
-50,106
|
Closed
|
|
|
624
|
Stock Yards Bank & Trust
Louisville,
Kentucky
|
–
|
-$1.61M
|
-49,004
|
Closed
|
|
|
625
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
–
|
-$1.43M
|
-43,286
|
Closed
|
|
