|
451
|
Burk Holdings
Tulsa,
Oklahoma
|
$973
|
+$984
|
+19
|
New
|
|
|
452
|
Vision Retirement
Ridgewood,
New Jersey
|
$871
|
–
|
–
|
–
|
|
|
453
|
Curio Wealth
Annapolis,
Maryland
|
$871
|
+$880
|
+17
|
New
|
|
|
454
|
SOA Wealth Advisors
New York
|
$820
|
+$828
|
+16
|
New
|
|
|
455
|
Duncker Streett & Co
St. Louis,
Missouri
|
$564
|
+$569
|
+11
|
New
|
|
|
456
|
Realta Investment Advisors
Wilmington,
Delaware
|
$512
|
–
|
–
|
–
|
|
|
457
|
Larson Financial Group
St Louis,
Missouri
|
$359
|
–
|
–
|
–
|
|
|
458
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$186
|
–
|
–
|
–
|
|
|
459
|
TD Private Client Wealth
New York
|
$70
|
–
|
–
|
–
|
|
|
460
|
BlueCrest Capital Management
St Helier,
Jersey
|
$51
|
+$52
|
+1
|
New
|
|
|
461
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$43
|
-$12.3K
|
-237
|
-100%
|
|
|
462
|
Diversify Advisory Services
Sandy,
Utah
|
–
|
-$12.6M
|
-243,587
|
Closed
|
|
|
463
|
Runnymede Capital Advisors
Dublin,
Ohio
|
–
|
-$9.06M
|
-175,018
|
Closed
|
|
|
464
|
Kensington Asset Management
Austin,
Texas
|
–
|
-$6.73M
|
-129,603
|
Closed
|
|
|
465
|
Vontobel Holding
Zurich,
Switzerland
|
–
|
-$6.47M
|
-125,000
|
Closed
|
|
|
466
|
J.W. Cole Advisors
Tampa,
Florida
|
–
|
-$814K
|
-21,308
|
Closed
|
|
|
467
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
–
|
-$636K
|
-12,280
|
Closed
|
|
|
468
|
Apollon Financial
Mount Pleasant,
South Carolina
|
–
|
-$615K
|
-11,872
|
Closed
|
|
|
469
|
Valeo Financial Advisors
Carmel,
Indiana
|
–
|
-$524K
|
-10,130
|
Closed
|
|
|
470
|
Atria Investments
Charlotte,
North Carolina
|
–
|
-$507K
|
-9,802
|
Closed
|
|
|
471
|
Curi RMB Capital
Chicago,
Illinois
|
–
|
-$489K
|
-9,455
|
Closed
|
|
|
472
|
Larry Mathis Financial Planning
Phoenix,
Arizona
|
–
|
-$431K
|
-8,334
|
Closed
|
|
|
473
|
Focus Financial Network
Minneapolis,
Minnesota
|
–
|
-$422K
|
-8,154
|
Closed
|
|
|
474
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
–
|
-$328K
|
-6,335
|
Closed
|
|
|
475
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
–
|
-$306K
|
-5,916
|
Closed
|
|
