|
1901
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$819
|
$0
|
1
|
0%
|
Maintained
|
|
|
1902
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$639
|
$0
|
1
|
0%
|
Maintained
|
|
|
1903
|
Tanglewood Legacy Advisors
Houston,
Texas
|
$630
|
+$681
|
1
|
0%
|
New
|
|
|
1904
|
Wolff Wiese Magana
Carslbad,
California
|
$630
|
-$17.3K
|
1
|
0%
|
Reduced
|
|
|
1905
|
Align Wealth Management
Oklahoma City,
Oklahoma
|
$614
|
+$681
|
1
|
0%
|
New
|
|
|
1906
|
Cedar Wealth Management
Walnut Creek,
California
|
$378
|
$0
|
1
|
0%
|
Maintained
|
|
|
1907
|
Leelyn Smith
Geneva,
Illinois
|
$255
|
-$12K
|
1
|
0%
|
Reduced
|
|
|
1908
|
WestEnd Advisors
Charlotte,
North Carolina
|
$160
|
-$32
|
1
|
0%
|
Reduced
|
|
|
1909
|
DecisionPoint Financial
Mesa,
Arizona
|
$126
|
+$136
|
1
|
0%
|
New
|
|
|
1910
|
Westside Investment Management
Santa Monica,
California
|
$100
|
$0
|
2
|
0%
|
Maintained
|
|
|
1911
|
Richard W. Paul & Associates
Novi,
Michigan
|
$96
|
+$97
|
1
|
0%
|
New
|
|
|
1912
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$78
|
$0
|
1
|
0%
|
Maintained
|
|
|
1913
|
AllSquare Wealth Management
Albany,
New York
|
$17
|
$0
|
1
|
0%
|
Maintained
|
|
|
1914
|
272 Capital
Dallas,
Texas
|
$0
|
-$625K
|
0
|
–
|
Closed
|
|
|
1915
|
Absolute Capital Management
Pittsburgh,
Pennsylvania
|
$0
|
-$6.14K
|
0
|
–
|
Closed
|
|
|
1916
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$0
|
-$50K
|
0
|
–
|
Closed
|
|
|
1917
|
AlphaCrest Capital Management
New York
|
$0
|
-$5.03M
|
0
|
–
|
Closed
|
|
|
1918
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$0
|
-$47K
|
0
|
–
|
Closed
|
|
|
1919
|
Alpine Associates Management
Palm Beach,
Florida
|
$0
|
-$38.3M
|
0
|
–
|
Closed
|
|
|
1920
|
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
|
$0
|
-$399K
|
0
|
–
|
Closed
|
|
|
1921
|
Arena Investors
Purchase,
New York
|
$0
|
-$509K
|
0
|
–
|
Closed
|
|
|
1922
|
Arjuna Capital
Durham,
North Carolina
|
$0
|
-$1.26M
|
0
|
–
|
Closed
|
|
|
1923
|
Asahi Life Asset Management
Tokyo,
Japan
|
$0
|
-$184K
|
0
|
–
|
Closed
|
|
|
1924
|
Ascent Group
Virginia Beach,
Virginia
|
$0
|
-$223K
|
0
|
–
|
Closed
|
|
|
1925
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$0
|
-$556K
|
0
|
–
|
Closed
|
|