|
801
|
Key Financial Inc
West Chester,
Pennsylvania
|
$1K
|
–
|
–
|
–
|
|
|
802
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$1K
|
–
|
–
|
–
|
|
|
803
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$1K
|
+$759
|
+15
|
+167%
|
|
|
804
|
Tucker Asset Management
Littleton,
Colorado
|
$401
|
+$405
|
+8
|
New
|
|
|
805
|
Old North State Trust
Greensboro,
North Carolina
|
$221
|
-$51
|
-1
|
-20%
|
|
|
806
|
CSM Advisors
Warrendale,
Pennsylvania
|
–
|
-$40.8M
|
-796,135
|
Closed
|
|
|
807
|
NSI Retail Advisors
Warrendale,
Pennsylvania
|
–
|
-$40.8M
|
-796,135
|
Closed
|
|
|
808
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
–
|
-$20.6M
|
-402,249
|
Closed
|
|
|
809
|
BNP Paribas Financial Markets
Paris,
France
|
–
|
-$12.2M
|
-237,669
|
Closed
|
|
|
810
|
Catawba River Capital
Lake Wylie,
South Carolina
|
–
|
-$11.8M
|
-229,794
|
Closed
|
|
|
811
|
Dan L. Duncan Foundation
Houston,
Texas
|
–
|
-$11.5M
|
-223,920
|
Closed
|
|
|
812
|
Asset Dedication LLC
San Francisco,
California
|
–
|
-$8.42M
|
-164,434
|
Closed
|
|
|
813
|
Florin Court Capital
London,
United Kingdom
|
–
|
-$6.62M
|
-129,300
|
Closed
|
|
|
814
|
Blue Edge Capital
Richmond,
Virginia
|
–
|
-$5.57M
|
-108,820
|
Closed
|
|
|
815
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$5.33M
|
-105,368
|
Closed
|
|
|
816
|
T. Rowe Price Associates
Baltimore,
Maryland
|
–
|
-$4.56M
|
-89,006
|
Closed
|
|
|
817
|
Ford Financial Group
Fresno,
California
|
–
|
-$4.27M
|
-83,312
|
Closed
|
|
|
818
|
|
–
|
-$2.85M
|
-55,577
|
Closed
|
|
|
819
|
BlueCrest Capital Management
St Helier,
Jersey
|
–
|
-$2.41M
|
-47,137
|
Closed
|
|
|
820
|
Valeo Financial Advisors
Carmel,
Indiana
|
–
|
-$68K
|
-36,677
|
Closed
|
|
|
821
|
Atlas Capital Advisors
Jackson,
Wyoming
|
–
|
-$1.13M
|
-22,034
|
Closed
|
|
|
822
|
Eudaimonia Partners
Winchester,
Tennessee
|
–
|
-$987K
|
-19,273
|
Closed
|
|
|
823
|
Sage Investment Advisers
Wappingers Falls,
New York
|
–
|
-$939K
|
-18,336
|
Closed
|
|
|
824
|
Donor Advised Charitable Giving
San Francisco,
California
|
–
|
-$794K
|
-15,504
|
Closed
|
|
|
825
|
Kiley Juergens Wealth Management
Olympia,
Washington
|
–
|
-$763K
|
-14,909
|
Closed
|
|
