|
2401
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$3K
|
-$31.9K
|
1
|
0%
|
Reduced
|
|
|
2402
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$3K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2403
|
TFO Wealth Partners
Maumee,
Ohio
|
$3K
|
+$2.6K
|
1
|
0%
|
New
|
|
|
2404
|
Tortoise Capital Advisors
Overland Park,
Kansas
|
$3K
|
+$2.61K
|
2
|
0%
|
New
|
|
|
2405
|
Halpern Financial
Ashburn,
Virginia
|
$2.04K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2406
|
AllSquare Wealth Management
Albany,
New York
|
$2K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2407
|
Delos Wealth Advisors
Dallas,
Texas
|
$1K
|
+$1.3K
|
1
|
0%
|
New
|
|
|
2408
|
Eukles Asset Management
Cincinnati,
Ohio
|
$1K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2409
|
First Personal Financial Services
Charlotte,
North Carolina
|
$1K
|
+$1.09K
|
1
|
0%
|
New
|
|
|
2410
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$1K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2411
|
1623 Capital
Alexandria,
Virginia
|
$0
|
-$49K
|
0
|
–
|
Closed
|
|
|
2412
|
Access Financial Services
Minneapolis,
Minnesota
|
$0
|
-$2.23M
|
0
|
–
|
Closed
|
|
|
2413
|
Advanced Asset Management Advisors
Dublin,
Ohio
|
$0
|
-$361K
|
0
|
–
|
Closed
|
|
|
2414
|
Affinity Wealth Management
Wilmington,
Delaware
|
$0
|
-$406K
|
0
|
–
|
Closed
|
|
|
2415
|
Aljian Capital Management
Carson City,
Nevada
|
$0
|
-$278K
|
0
|
–
|
Closed
|
|
|
2416
|
Alpha DNA Investment Management
Columbia,
Maryland
|
$0
|
-$4K
|
0
|
–
|
Closed
|
|
|
2417
|
Alpha Paradigm Partners
Chicago,
Illinois
|
$0
|
-$1.71M
|
0
|
–
|
Closed
|
|
|
2418
|
Altus Wealth Group
Colorado Springs,
Colorado
|
$0
|
-$236K
|
0
|
–
|
Closed
|
|
|
2419
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$0
|
-$298K
|
0
|
–
|
Closed
|
|
|
2420
|
|
$0
|
-$320K
|
0
|
–
|
Closed
|
|
|
2421
|
Atlas Private Wealth Management
Albany,
New York
|
$0
|
-$2K
|
0
|
–
|
Closed
|
|
|
2422
|
Aull & Monroe Investment Management
Mobile,
Alabama
|
$0
|
-$212K
|
0
|
–
|
Closed
|
|
|
2423
|
AWH Capital
Dallas,
Texas
|
$0
|
-$450K
|
0
|
–
|
Closed
|
|
|
2424
|
Axiom Investment Management
New York
|
$0
|
-$201K
|
0
|
–
|
Closed
|
|
|
2425
|
Bank of Hawaii
Honolulu,
Hawaii
|
$0
|
-$564K
|
0
|
–
|
Closed
|
|