|
2301
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$0
|
-$241K
|
0
|
–
|
Closed
|
|
|
2302
|
Susquehanna Fundamental Investments
Bala Cynwyd,
Pennsylvania
|
$0
|
-$25.3M
|
0
|
–
|
Closed
|
|
|
2303
|
Taika Capital
Sunny Isles Beach,
Florida
|
$0
|
-$1.22M
|
0
|
–
|
Closed
|
|
|
2304
|
Teamwork Financial Advisors
San Antonio,
Texas
|
$0
|
-$1.61M
|
0
|
–
|
Closed
|
|
|
2305
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$0
|
-$231K
|
0
|
–
|
Closed
|
|
|
2306
|
Trillium Asset Management
Boston,
Massachusetts
|
$0
|
-$2.7M
|
0
|
–
|
Closed
|
|
|
2307
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$0
|
-$27K
|
0
|
–
|
Closed
|
|
|
2308
|
Uniplan Investment Counsel
Milwaukee,
Wisconsin
|
$0
|
-$17.2M
|
0
|
–
|
Closed
|
|
|
2309
|
United Asset Strategies
Garden City,
New York
|
$0
|
-$708K
|
0
|
–
|
Closed
|
|
|
2310
|
Vanderbilt University
Nashville,
Tennessee
|
$0
|
-$359K
|
0
|
–
|
Closed
|
|
|
2311
|
Virtue Capital Management
Brentwood,
Tennessee
|
$0
|
-$750K
|
0
|
–
|
Closed
|
|
|
2312
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$0
|
-$435K
|
0
|
–
|
Closed
|
|
|
2313
|
WBI Investments
Red Bank,
New Jersey
|
$0
|
-$1.56M
|
0
|
–
|
Closed
|
|
|
2314
|
WealthBridge Capital Management
Westerville,
Ohio
|
$0
|
-$401K
|
0
|
–
|
Closed
|
|
|
2315
|
WealthShield Partners
Cary,
North Carolina
|
$0
|
-$15.7K
|
0
|
–
|
Closed
|
|
|
2316
|
White Pine Capital
Bloomington,
Minnesota
|
$0
|
-$214K
|
0
|
–
|
Closed
|
|
|
2317
|
World Equity Group
Schaumburg,
Illinois
|
$0
|
-$250K
|
0
|
–
|
Closed
|
|
|
2318
|
WR Wealth Planners
Columbia,
Missouri
|
$0
|
-$207K
|
0
|
–
|
Closed
|
|
|
2319
|
Zuckerman Investment Group
Chicago,
Illinois
|
$0
|
-$212K
|
0
|
–
|
Closed
|
|