|
4001
|
Sterneck Capital Management
Kansas City,
Missouri
|
$0
|
-$470K
|
0
|
–
|
Closed
|
|
|
4002
|
St. Nicholas Private Asset Management
Jacksonville,
Florida
|
$0
|
-$248K
|
0
|
–
|
Closed
|
|
|
4003
|
Stone Wealth Partners
Lafayette,
Louisiana
|
$0
|
-$851K
|
0
|
–
|
Closed
|
|
|
4004
|
Straight Path Wealth Management
Jenison,
Michigan
|
$0
|
-$334K
|
0
|
–
|
Closed
|
|
|
4005
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
$0
|
-$214K
|
0
|
–
|
Closed
|
|
|
4006
|
Summa Corp
Tomball,
Texas
|
$0
|
-$249K
|
0
|
–
|
Closed
|
|
|
4007
|
Summit Financial Strategies
Columbus,
Ohio
|
$0
|
-$228K
|
0
|
–
|
Closed
|
|
|
4008
|
Summit Partners Public Asset Management
Boston,
Massachusetts
|
$0
|
-$15M
|
0
|
–
|
Closed
|
|
|
4009
|
Summit Wealth Group
White River Junction,
Vermont
|
$0
|
-$242K
|
0
|
–
|
Closed
|
|
|
4010
|
Sunbeam Capital Management
Atlanta,
Georgia
|
$0
|
-$216K
|
0
|
–
|
Closed
|
|
|
4011
|
Susquehanna Portfolio Strategies
Bala Cynwyd,
Pennsylvania
|
$0
|
-$64.4M
|
0
|
–
|
Closed
|
|
|
4012
|
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
$0
|
-$267K
|
0
|
–
|
Closed
|
|
|
4013
|
TABR Capital Management
Orange,
California
|
$0
|
-$504K
|
0
|
–
|
Closed
|
|
|
4014
|
Taproot Management
New York
|
$0
|
-$12.8M
|
0
|
–
|
Closed
|
|
|
4015
|
Team Financial Group
Temecula,
California
|
$0
|
-$44K
|
0
|
–
|
Closed
|
|
|
4016
|
TFO Wealth Partners
Maumee,
Ohio
|
$0
|
-$212K
|
0
|
–
|
Closed
|
|
|
4017
|
Thayer Partners
Wyndmoor,
Pennsylvania
|
$0
|
-$245K
|
0
|
–
|
Closed
|
|
|
4018
|
Thoma Capital Management
Towson,
Maryland
|
$0
|
-$902K
|
0
|
–
|
Closed
|
|
|
4019
|
Three Bearings Fiduciary Advisors
Hampton,
New Hampshire
|
$0
|
-$3.56K
|
0
|
–
|
Closed
|
|
|
4020
|
Three Bridge Wealth Advisors
Los Altos,
California
|
$0
|
-$399K
|
0
|
–
|
Closed
|
|
|
4021
|
Timothy G. Youngquist 2020 Irrevocable Trust
Fort Myers,
Florida
|
$0
|
-$269K
|
0
|
–
|
Closed
|
|
|
4022
|
TLWM Financial
San Antonio,
Texas
|
$0
|
-$1.4M
|
0
|
–
|
Closed
|
|
|
4023
|
TMB Capital Partners
Little Rock,
Arkansas
|
$0
|
-$210K
|
0
|
–
|
Closed
|
|
|
4024
|
Topsail Wealth Management
Charlotte,
North Carolina
|
$0
|
-$280K
|
0
|
–
|
Closed
|
|
|
4025
|
TopTier Wealth Management
Muskego,
Wisconsin
|
$0
|
-$8.65K
|
0
|
–
|
Closed
|
|