|
301
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$4K
|
-$175K
|
-1,980
|
-98%
|
|
|
302
|
AssetMark Inc
Concord,
California
|
$4K
|
-$2.64K
|
-30
|
-38%
|
|
|
303
|
Matrix Private Capital Group
New York
|
$4K
|
+$4.23K
|
+48
|
New
|
|
|
304
|
TD Private Client Wealth
New York
|
$3.03K
|
–
|
–
|
–
|
|
|
305
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$3K
|
–
|
–
|
–
|
|
|
306
|
Liberty Wealth Management
Oakland,
California
|
$3K
|
–
|
–
|
–
|
|
|
307
|
Grandview Asset Management
Harrisburg,
Pennsylvania
|
$3K
|
+$2.64K
|
+30
|
New
|
|
|
308
|
Ancora Advisors
Cleveland,
Ohio
|
$3K
|
+$3.35K
|
+38
|
New
|
|
|
309
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$2K
|
–
|
–
|
–
|
|
|
310
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$1K
|
+$705
|
+8
|
New
|
|
|
311
|
Savior LLC
Wellesley Hills,
Massachusetts
|
$1K
|
+$1.23K
|
+14
|
New
|
|
|
312
|
Robbins Farley
Bedford,
New Hampshire
|
$1K
|
+$1.41K
|
+16
|
+100%
|
|
|
313
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$173
|
+$176
|
+2
|
New
|
|
|
314
|
Brown Brothers Harriman & Co
New York
|
$67
|
–
|
–
|
–
|
|
|
315
|
Simplicity Solutions
Minneapolis,
Minnesota
|
–
|
-$48.4M
|
-611,576
|
Closed
|
|
|
316
|
Pictet Asset Management (UK)
London,
United Kingdom
|
–
|
-$2.83M
|
-35,710
|
Closed
|
|
|
317
|
Rothschild & Co Wealth Management (UK)
London,
United Kingdom
|
–
|
-$1.04M
|
-13,180
|
Closed
|
|
|
318
|
NexWave Capital Partners
New York
|
–
|
-$870K
|
-11,004
|
Closed
|
|
|
319
|
Vivaldi Capital Management
Chicago,
Illinois
|
–
|
-$736K
|
-9,300
|
Closed
|
|
|
320
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
–
|
-$565K
|
-7,140
|
Closed
|
|
|
321
|
M&T Bank
Buffalo,
New York
|
–
|
-$451K
|
-5,700
|
Closed
|
|
|
322
|
Oppenheimer Asset Management
New York
|
–
|
-$252K
|
-3,186
|
Closed
|
|
|
323
|
Bridgeworth
Birmingham,
Alabama
|
–
|
-$201K
|
-2,544
|
Closed
|
|
|
324
|
Perigon Wealth Management
San Francisco,
California
|
–
|
-$46K
|
-580
|
Closed
|
|
|
325
|
Cutler Group
San Francisco,
California
|
–
|
-$44.1K
|
-500
|
Closed
|
|
