|
1601
|
ORG Wealth Partners
Dallas,
Texas
|
$1.37K
|
+$1.39K
|
+19
|
New
|
|
|
1602
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$1.34K
|
-$104K
|
-1,428
|
-99%
|
|
|
1603
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$1.02K
|
+$1.02K
|
+14
|
New
|
|
|
1604
|
Sandy Spring Bank
Olney,
Maryland
|
$863
|
-$117K
|
-1,600
|
-99%
|
|
|
1605
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$719
|
–
|
–
|
–
|
|
|
1606
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$647
|
+$219
|
+3
|
+50%
|
|
|
1607
|
NBC Securities
Birmingham,
Alabama
|
$463
|
-$465K
|
-6,363
|
-100%
|
|
|
1608
|
Peterson Wealth Services
South Ogden,
Utah
|
$431
|
–
|
–
|
–
|
|
|
1609
|
Capital A Wealth Management
New Castle,
Pennsylvania
|
$431
|
+$439
|
+6
|
New
|
|
|
1610
|
Curio Wealth
Annapolis,
Maryland
|
$360
|
+$366
|
+5
|
New
|
|
|
1611
|
Sittner & Nelson
Eugene,
Oregon
|
$294
|
–
|
–
|
–
|
|
|
1612
|
Synergy Asset Management
Vancouver,
Washington
|
$284
|
+$292
|
+4
|
New
|
|
|
1613
|
Russell Investments Group
London,
United Kingdom
|
$168
|
+$146
|
+2
|
New
|
|
|
1614
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$144
|
+$146
|
+2
|
New
|
|
|
1615
|
Logan Capital Management
Newtown Square,
Pennsylvania
|
$4
|
–
|
–
|
–
|
|
|
1616
|
Semmax Financial Advisors
Winston Salem,
North Carolina
|
$3
|
–
|
–
|
–
|
|
|
1617
|
Frazier Financial Advisors
Columbus,
Ohio
|
$2
|
–
|
–
|
–
|
|
|
1618
|
Toews Corporation
Northfield,
New Jersey
|
–
|
-$76.3M
|
-1,015,774
|
Closed
|
|
|
1619
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
–
|
-$36.5M
|
-485,319
|
Closed
|
|
|
1620
|
Crewe Advisors
Salt Lake City,
Utah
|
–
|
-$35.1M
|
-467,463
|
Closed
|
|
|
1621
|
RIA Advisory Group
Des Moines,
Iowa
|
–
|
-$33.9M
|
-451,968
|
Closed
|
|
|
1622
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$33.7M
|
-449,057
|
Closed
|
|
|
1623
|
Summit Trail Advisors
New York
|
–
|
-$28.6M
|
-380,895
|
Closed
|
|
|
1624
|
Cobblestone Asset Management
Richmond,
Virginia
|
–
|
-$25.5M
|
-340,084
|
Closed
|
|
|
1625
|
Penserra Capital Management
Orinda,
California
|
–
|
-$23.1M
|
-307,752
|
Closed
|
|
