|
926
|
Capital & Planning LLC
Jonesboro,
Georgia
|
$589
|
+$600
|
+12
|
New
|
|
|
927
|
Lee, Danner & Bass
Nashville,
Tennessee
|
$540
|
+$550
|
+11
|
New
|
|
|
928
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$442
|
+$450
|
+9
|
New
|
|
|
929
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$441
|
–
|
–
|
–
|
|
|
930
|
Bellwether Advisors
Lincoln,
Nebraska
|
$441
|
+$450
|
+9
|
New
|
|
|
931
|
WR Wealth Planners
Columbia,
Missouri
|
$392
|
–
|
–
|
–
|
|
|
932
|
Asset Dedication LLC
San Francisco,
California
|
$295
|
–
|
–
|
–
|
|
|
933
|
Bell Investment Advisors
Oakland,
California
|
$148
|
–
|
–
|
–
|
|
|
934
|
Logan Capital Management
Newtown Square,
Pennsylvania
|
$35
|
–
|
–
|
–
|
|
|
935
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$4
|
–
|
–
|
–
|
|
|
936
|
Delta Asset Management
Memphis,
Tennessee
|
$1
|
–
|
–
|
–
|
|
|
937
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
–
|
-$10.1M
|
-200,212
|
Closed
|
|
|
938
|
Rovin Capital
Mesa,
Arizona
|
–
|
-$4.91M
|
-97,692
|
Closed
|
|
|
939
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
–
|
-$2.19M
|
-66,049
|
Closed
|
|
|
940
|
Dai-ichi Life Holdings
Tokyo,
Japan
|
–
|
-$1.26M
|
-25,000
|
Closed
|
|
|
941
|
Spectrum Wealth Counsel
Indianapolis,
Indiana
|
–
|
-$1.23M
|
-24,381
|
Closed
|
|
|
942
|
TruNorth Capital Management
Kalamazoo,
Michigan
|
–
|
-$1.07M
|
-21,320
|
Closed
|
|
|
943
|
Shufro Rose & Co
New York
|
–
|
-$880K
|
-18,083
|
Closed
|
|
|
944
|
Ramiah Investment Group
Brookfield,
Wisconsin
|
–
|
-$835K
|
-16,608
|
Closed
|
|
|
945
|
Richard C. Young & Co
Newport,
Rhode Island
|
–
|
-$801K
|
-15,927
|
Closed
|
|
|
946
|
Kraft Davis & Associates
St. Louis,
Missouri
|
–
|
-$679K
|
-13,644
|
Closed
|
|
|
947
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
–
|
-$685K
|
-13,627
|
Closed
|
|
|
948
|
Vista Capital Partners
Portland,
Oregon
|
–
|
-$668K
|
-13,280
|
Closed
|
|
|
949
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
–
|
-$585K
|
-11,644
|
Closed
|
|
|
950
|
Occidental Asset Management
Burlingame,
California
|
–
|
-$572K
|
-11,379
|
Closed
|
|
