|
1901
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$3K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1902
|
Point72 Hong Kong
Hong Kong
|
$3K
|
+$1.64K
|
2
|
0%
|
Increased
|
|
|
1903
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$2K
|
+$2.08K
|
2
|
0%
|
New
|
|
|
1904
|
TI-Trust
Quincy,
Illinois
|
$2K
|
+$2.33K
|
1
|
0%
|
New
|
|
|
1905
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$1K
|
+$813
|
1
|
0%
|
New
|
|
|
1906
|
G&S Capital
Denver,
Colorado
|
$1K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1907
|
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
|
$1K
|
+$1.89K
|
1
|
0%
|
New
|
|
|
1908
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$1K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1909
|
Price Wealth
Austin,
Texas
|
$1K
|
-$1.71K
|
1
|
0%
|
Reduced
|
|
|
1910
|
Silicon Hills Wealth Management
Austin,
Texas
|
$88
|
+$677
|
2
|
0.07%
|
New
|
|
|
1911
|
Abbrea Capital
Greenbrae,
California
|
$0
|
-$217K
|
0
|
–
|
Closed
|
|
|
1912
|
Advisory Research
Chicago,
Illinois
|
$0
|
-$563K
|
0
|
–
|
Closed
|
|
|
1913
|
Aequim Alternative Investments
Mill Valley,
California
|
$0
|
-$235K
|
0
|
–
|
Closed
|
|
|
1914
|
Amica Mutual Insurance
Providence,
Rhode Island
|
$0
|
-$1.51M
|
0
|
–
|
Closed
|
|
|
1915
|
Amica Retiree Medical Trust
Lincoln,
Rhode Island
|
$0
|
-$287K
|
0
|
–
|
Closed
|
|
|
1916
|
Anderson Hoagland & Co
St Louis,
Missouri
|
$0
|
-$1.07M
|
0
|
–
|
Closed
|
|
|
1917
|
Apertura Capital
Dallas,
Texas
|
$0
|
-$8.11M
|
0
|
–
|
Closed
|
|
|
1918
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$0
|
-$7K
|
0
|
–
|
Closed
|
|
|
1919
|
Ativo Capital Management
Chicago,
Illinois
|
$0
|
-$213K
|
0
|
–
|
Closed
|
|
|
1920
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$0
|
$0
|
1
|
0%
|
Maintained
|
|
|
1921
|
Beacon Pointe Advisors
Newport Beach,
California
|
$0
|
-$223K
|
0
|
–
|
Closed
|
|
|
1922
|
BFSG LLC
Irvine,
California
|
$0
|
-$202K
|
0
|
–
|
Closed
|
|
|
1923
|
Bison Wealth
Atlanta,
Georgia
|
$0
|
-$226K
|
0
|
–
|
Closed
|
|
|
1924
|
Brave Asset Management
Summit,
New Jersey
|
$0
|
-$206K
|
0
|
–
|
Closed
|
|
|
1925
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$0
|
-$256K
|
0
|
–
|
Closed
|
|