|
1701
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
$765
|
$0
|
1
|
0%
|
Maintained
|
|
|
1702
|
Lummis Asset Management
Fort Worth,
Texas
|
$765
|
$0
|
1
|
0%
|
Maintained
|
|
|
1703
|
Naples Money Management
Naples,
Florida
|
$765
|
$0
|
1
|
0%
|
Maintained
|
|
|
1704
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$765
|
-$576
|
1
|
0%
|
Reduced
|
|
|
1705
|
Richardson Financial Services
Medway,
Massachusetts
|
$765
|
+$576
|
1
|
0%
|
New
|
|
|
1706
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$765
|
$0
|
1
|
0%
|
Maintained
|
|
|
1707
|
|
$510
|
$0
|
1
|
0%
|
Maintained
|
|
|
1708
|
Creekmur Asset Management
Morton,
Illinois
|
$510
|
-$768
|
1
|
0%
|
Reduced
|
|
|
1709
|
Deane Retirement Strategies
New Orleans,
Louisiana
|
$510
|
$0
|
1
|
0%
|
Maintained
|
|
|
1710
|
Fairman Group
Chesterbrook,
Pennsylvania
|
$510
|
$0
|
1
|
0%
|
Maintained
|
|
|
1711
|
Tidemark
San Diego,
California
|
$510
|
$0
|
1
|
0%
|
Maintained
|
|
|
1712
|
Caitlin John
Brighton,
Michigan
|
$363
|
-$278
|
1
|
0%
|
Reduced
|
|
|
1713
|
Winch Advisory Services
Appleton,
Wisconsin
|
$341
|
$0
|
2
|
0%
|
Maintained
|
|
|
1714
|
Legacy Investment Solutions
Meridian,
Idaho
|
$334
|
+$192
|
1
|
0%
|
New
|
|
|
1715
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$334
|
+$192
|
1
|
0%
|
New
|
|
|
1716
|
Bull Oak Capital
San Diego,
California
|
$255
|
+$192
|
1
|
0%
|
New
|
|
|
1717
|
First Personal Financial Services
Charlotte,
North Carolina
|
$255
|
+$192
|
1
|
0%
|
New
|
|
|
1718
|
Gould Capital
Tacoma,
Washington
|
$255
|
$0
|
1
|
0%
|
Maintained
|
|
|
1719
|
M&R Capital Management
Summit,
New Jersey
|
$255
|
+$192
|
1
|
0%
|
New
|
|
|
1720
|
VitalStone Financial
Shavano Park,
Texas
|
$18
|
$0
|
1
|
0%
|
Maintained
|
|
|
1721
|
Abacus Planning Group
Columbia,
South Carolina
|
$0
|
-$463K
|
0
|
–
|
Closed
|
|
|
1722
|
Aigen Investment Management
New York
|
$0
|
-$143K
|
0
|
–
|
Closed
|
|
|
1723
|
Albar Capital
London,
United Kingdom
|
$0
|
-$4.19M
|
0
|
–
|
Closed
|
|
|
1724
|
Alkeon Capital Management
New York
|
$0
|
-$34.3M
|
0
|
–
|
Closed
|
|
|
1725
|
|
$0
|
-$1.97M
|
0
|
–
|
Closed
|
|