|
1801
|
Quintet Private Bank (Europe)
Luxembourg
|
$2.15K
|
-$78.6K
|
1
|
0%
|
Reduced
|
|
|
1802
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$1.8K
|
-$26.8K
|
2
|
0%
|
Reduced
|
|
|
1803
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$1.74K
|
+$1.59K
|
1
|
0%
|
New
|
|
|
1804
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$1.65K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1805
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$1.65K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1806
|
NFJ Investment Group
Dallas,
Texas
|
$1.65K
|
-$1.42M
|
1
|
0%
|
Reduced
|
|
|
1807
|
VisionPoint Advisory Group
Dallas,
Texas
|
$1.65K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1808
|
Bear Mountain Capital
Seattle,
Washington
|
$1.47K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1809
|
Signature Resources Capital Management
Newport Beach,
California
|
$1.27K
|
$0
|
2
|
0%
|
Maintained
|
|
|
1810
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1811
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$826
|
$0
|
1
|
0%
|
Maintained
|
|
|
1812
|
Pacific Capital Wealth Advisors
Corona,
California
|
$576
|
+$565
|
1
|
0%
|
New
|
|
|
1813
|
Tortoise Investment Management
White Plains,
New York
|
$401
|
$0
|
1
|
0%
|
Maintained
|
|
|
1814
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$354
|
-$1.07K
|
1
|
0%
|
Reduced
|
|
|
1815
|
PFG Private Wealth Management
Lutz,
Florida
|
$243
|
-$1.61K
|
1
|
0%
|
Reduced
|
|
|
1816
|
Clear Point Advisors
Melville,
New York
|
$112
|
-$6.04K
|
1
|
0%
|
Reduced
|
|
|
1817
|
1900 Wealth Management
San Antonio,
Texas
|
$0
|
-$214K
|
0
|
–
|
Closed
|
|
|
1818
|
3Chopt Investment Partners
Richmond,
Virginia
|
$0
|
-$630K
|
0
|
–
|
Closed
|
|
|
1819
|
Able Wealth Management
Toms River,
New Jersey
|
$0
|
-$2.42K
|
0
|
–
|
Closed
|
|
|
1820
|
Advisor Resource Council
Dallas,
Texas
|
$0
|
-$1.14M
|
0
|
–
|
Closed
|
|
|
1821
|
AJOVista
Boston,
Massachusetts
|
$0
|
-$135K
|
0
|
–
|
Closed
|
|
|
1822
|
Alera Investment Advisors
Deerfield,
Illinois
|
$0
|
-$329K
|
0
|
–
|
Closed
|
|
|
1823
|
American Capital Advisory
Ketchum,
Idaho
|
$0
|
-$47.7K
|
0
|
–
|
Closed
|
|
|
1824
|
American National Bank & Trust
Wichita Falls,
Texas
|
$0
|
-$5.64K
|
0
|
–
|
Closed
|
|
|
1825
|
Arete Wealth Advisors
Chicago,
Illinois
|
$0
|
-$851K
|
0
|
–
|
Closed
|
|