|
801
|
Westfuller Advisors
New York
|
$616
|
–
|
–
|
–
|
|
|
802
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$548
|
+$536
|
+7
|
New
|
|
|
803
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
–
|
-$13.2M
|
-176,013
|
Closed
|
|
|
804
|
|
–
|
-$8.19M
|
-109,033
|
Closed
|
|
|
805
|
Oppenheimer & Co
New York
|
–
|
-$3.37M
|
-44,913
|
Closed
|
|
|
806
|
Hilltop Holdings
Dallas,
Texas
|
–
|
-$3.34M
|
-44,482
|
Closed
|
|
|
807
|
Crossmark Global Holdings
Houston,
Texas
|
–
|
-$2.48M
|
-32,963
|
Closed
|
|
|
808
|
Prosperity Capital Advisors
Westlake,
Ohio
|
–
|
-$1.78M
|
-23,719
|
Closed
|
|
|
809
|
National Bank of Canada
Montreal,
Quebec, Canada
|
–
|
-$774K
|
-10,300
|
Closed
|
|
|
810
|
PFG Private Wealth Management
Lutz,
Florida
|
–
|
-$413K
|
-5,505
|
Closed
|
|
|
811
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
–
|
-$397K
|
-5,279
|
Closed
|
|
|
812
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
–
|
-$310K
|
-4,123
|
Closed
|
|
|
813
|
SCS Capital Management
Boston,
Massachusetts
|
–
|
-$283K
|
-3,766
|
Closed
|
|
|
814
|
Able Wealth Management
Toms River,
New Jersey
|
–
|
-$280K
|
-3,724
|
Closed
|
|
|
815
|
Commerce Bank
Kansas City,
Missouri
|
–
|
-$228K
|
-3,029
|
Closed
|
|
|
816
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
–
|
-$210K
|
-2,799
|
Closed
|
|
|
817
|
Montag & Associates
Atlanta,
Georgia
|
–
|
-$176K
|
-2,337
|
Closed
|
|
|
818
|
Financial Gravity Asset Management
Lakeway,
Texas
|
–
|
-$144K
|
-1,919
|
Closed
|
|
|
819
|
North Capital
Salt Lake City,
Utah
|
–
|
-$101K
|
-1,348
|
Closed
|
|
|
820
|
TruNorth Capital Management
Kalamazoo,
Michigan
|
–
|
-$60.1K
|
-800
|
Closed
|
|
|
821
|
Mather Group
Chicago,
Illinois
|
–
|
-$57.1K
|
-760
|
Closed
|
|
|
822
|
Tripletail Wealth Management
Orlando,
Florida
|
–
|
-$48.8K
|
-637
|
Closed
|
|
|
823
|
Wealthspire Advisors (New York)
New York
|
–
|
-$9.46K
|
-126
|
Closed
|
|
|
824
|
BankPlus Trust Department
Jackson,
Mississippi
|
–
|
-$6.46K
|
-86
|
Closed
|
|
|
825
|
Hughes Financial Services
Herndon,
Virginia
|
–
|
-$4.6K
|
-59
|
Closed
|
|
