|
2826
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$3K
|
–
|
–
|
–
|
|
|
2827
|
Westend Capital Management
Sausalito,
California
|
$2.51K
|
+$2.41K
|
+5
|
New
|
|
|
2828
|
Nordwand Advisors
Radnor,
Pennsylvania
|
$2.5K
|
–
|
–
|
–
|
|
|
2829
|
Briaud Financial Planning
College Station,
Texas
|
$2K
|
–
|
–
|
–
|
|
|
2830
|
Covestor
London,
United Kingdom
|
$2K
|
–
|
–
|
–
|
|
|
2831
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$1.5K
|
–
|
–
|
–
|
|
|
2832
|
Legend Financial Advisors
Pittsburgh,
Pennsylvania
|
$1.5K
|
+$1.44K
|
+3
|
New
|
|
|
2833
|
PEAK6 Investments
Chicago,
Illinois
|
$1.3K
|
-$342K
|
-710
|
-100%
|
|
|
2834
|
Redmont Wealth Advisors
Chicago,
Illinois
|
$1K
|
–
|
–
|
–
|
|
|
2835
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$1K
|
–
|
–
|
–
|
|
|
2836
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
2837
|
Wellington Shields & Co
New York
|
$500
|
–
|
–
|
–
|
|
|
2838
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$435
|
–
|
–
|
–
|
|
|
2839
|
Charles Schwab Investment Advisory
San Francisco,
California
|
–
|
-$574M
|
-1,193,977
|
Closed
|
|
|
2840
|
Portfolio Strategies
Monsey,
New York
|
–
|
-$132M
|
-275,184
|
Closed
|
|
|
2841
|
Trevian Wealth Management
Weston,
Massachusetts
|
–
|
-$74.5M
|
-154,951
|
Closed
|
|
|
2842
|
Evoke Wealth
Los Angeles,
California
|
–
|
-$64.7M
|
-134,647
|
Closed
|
|
|
2843
|
CoreCap Advisors
Southfield,
Michigan
|
–
|
-$54.8M
|
-113,937
|
Closed
|
|
|
2844
|
OneAscent Financial Services
Birmingham,
Alabama
|
–
|
-$43.8M
|
-91,033
|
Closed
|
|
|
2845
|
Lincoln National Corp
Radnor,
Pennsylvania
|
–
|
-$36.4M
|
-75,824
|
Closed
|
|
|
2846
|
Landmark Wealth Management (New York)
Melville,
New York
|
–
|
-$33M
|
-68,727
|
Closed
|
|
|
2847
|
Cardiff Park Advisors
Carlsbad,
California
|
–
|
-$30.6M
|
-63,707
|
Closed
|
|
|
2848
|
GTS Securities
Miami,
Florida
|
–
|
-$24.6M
|
-51,068
|
Closed
|
|
|
2849
|
Nan Shan Life Insurance
Taipei City,
Taiwan
|
–
|
-$22.6M
|
-46,979
|
Closed
|
|
|
2850
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
–
|
-$17.3M
|
-36,066
|
Closed
|
|
