|
1251
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$2.29K
|
+$2.27K
|
+31
|
New
|
|
|
1252
|
New Millennium Group
Sandy,
Utah
|
$2.21K
|
–
|
–
|
–
|
|
|
1253
|
WR Wealth Planners
Columbia,
Missouri
|
$2.07K
|
+$2.05K
|
+28
|
New
|
|
|
1254
|
CVA Family Office
Denver,
Colorado
|
$1.99K
|
–
|
–
|
–
|
|
|
1255
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$1.92K
|
-$40.7K
|
-556
|
-96%
|
|
|
1256
|
Koesten Hirschmann & Crabtree
Overland Park,
Kansas
|
$1.92K
|
+$1.9K
|
+26
|
New
|
|
|
1257
|
BBJS Financial Advisors
Seattle,
Washington
|
$1.67K
|
–
|
–
|
–
|
|
|
1258
|
Oakworth Capital
Birmingham,
Alabama
|
$1.55K
|
–
|
–
|
–
|
|
|
1259
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$1.48K
|
-$313K
|
-4,271
|
-100%
|
|
|
1260
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$1.25K
|
–
|
–
|
–
|
|
|
1261
|
VitalStone Financial
Shavano Park,
Texas
|
$1K
|
–
|
–
|
–
|
|
|
1262
|
DB Wealth Management Group
San Diego,
California
|
$960
|
–
|
–
|
–
|
|
|
1263
|
Level Financial Advisors
East Amherst,
New York
|
$517
|
–
|
–
|
–
|
|
|
1264
|
Clearstead Advisors
Cleveland,
Ohio
|
$148
|
+$146
|
+2
|
New
|
|
|
1265
|
Delos Wealth Advisors
Dallas,
Texas
|
$74
|
-$43.1K
|
-589
|
-100%
|
|
|
1266
|
Montag & Associates
Atlanta,
Georgia
|
$38
|
–
|
–
|
–
|
|
|
1267
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$2
|
–
|
–
|
–
|
|
|
1268
|
Connable Office Inc
Kalamazoo,
Michigan
|
–
|
-$28.1M
|
-390,899
|
Closed
|
|
|
1269
|
Flower City Capital
Pittsford,
New York
|
–
|
-$13.7M
|
-190,710
|
Closed
|
|
|
1270
|
Litman Gregory Wealth Management
Larkspur,
California
|
–
|
-$11M
|
-153,202
|
Closed
|
|
|
1271
|
Newport Capital Group
Red Bank,
New Jersey
|
–
|
-$10.3M
|
-143,560
|
Closed
|
|
|
1272
|
Financial Council
Towson,
Maryland
|
–
|
-$8.83M
|
-122,862
|
Closed
|
|
|
1273
|
Univest Financial
Souderton,
Pennsylvania
|
–
|
-$7.61M
|
-105,960
|
Closed
|
|
|
1274
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
–
|
-$7.18M
|
-100,000
|
Closed
|
|
|
1275
|
Angeles Wealth Management
Santa Monica,
California
|
–
|
-$5.67M
|
-78,921
|
Closed
|
|
