|
1201
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$0
|
-$284
|
2
|
0%
|
Reduced
|
|
|
1202
|
Trek Financial
Scottsdale,
Arizona
|
$0
|
-$48K
|
0
|
–
|
Closed
|
|
|
1203
|
True North Advisors
Dallas,
Texas
|
$0
|
-$110K
|
0
|
–
|
Closed
|
|
|
1204
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$0
|
-$14K
|
0
|
–
|
Closed
|
|
|
1205
|
Uniplan Investment Counsel
Milwaukee,
Wisconsin
|
$0
|
-$324K
|
0
|
–
|
Closed
|
|
|
1206
|
United Capital Financial Advisors
Irving,
Texas
|
$0
|
-$173K
|
0
|
–
|
Closed
|
|
|
1207
|
Valmark Advisers
Akron,
Ohio
|
$0
|
-$301K
|
0
|
–
|
Closed
|
|
|
1208
|
Versor Investments
New York
|
$0
|
-$355K
|
0
|
–
|
Closed
|
|
|
1209
|
Vicus Capital
State College,
Pennsylvania
|
$0
|
-$20K
|
0
|
–
|
Closed
|
|
|
1210
|
Vigilant Capital Management
Portland,
Maine
|
$0
|
-$1K
|
0
|
–
|
Closed
|
|
|
1211
|
VitalStone Financial
Shavano Park,
Texas
|
$0
|
+$62
|
1
|
0%
|
New
|
|
|
1212
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$0
|
-$8K
|
0
|
–
|
Closed
|
|
|
1213
|
Wakefield Asset Management
Englewood,
Colorado
|
$0
|
-$484K
|
0
|
–
|
Closed
|
|
|
1214
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$0
|
-$6K
|
0
|
–
|
Closed
|
|
|
1215
|
WealthCare Investment Partners
Portsmouth,
Rhode Island
|
$0
|
-$63K
|
0
|
–
|
Closed
|
|
|
1216
|
Welch & Forbes
Boston,
Massachusetts
|
$0
|
-$241K
|
0
|
–
|
Closed
|
|
|
1217
|
West Branch Capital
Amherst,
Massachusetts
|
$0
|
-$3K
|
0
|
–
|
Closed
|
|
|
1218
|
Westwood Holdings Group
Dallas,
Texas
|
$0
|
-$212K
|
0
|
–
|
Closed
|
|
|
1219
|
XTX Topco
George Town,
Cayman Islands
|
$0
|
-$824K
|
0
|
–
|
Closed
|
|