|
26
|
Golden State Equity Partners
South Coast Metro,
California
|
$18.5K
|
+$23K
|
+575
|
New
|
|
|
27
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.37K
|
+$2K
|
+50
|
+24%
|
|
|
28
|
Farther Finance Advisors
San Francisco,
California
|
$7.63K
|
+$9.98K
|
+250
|
New
|
|
|
29
|
Swan Capital
Pensacola,
Florida
|
$1.05K
|
+$1.32K
|
+33
|
New
|
|
|
30
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$151
|
+$200
|
+5
|
New
|
|
|
31
|
Arlington Trust
Birmingham,
Alabama
|
$81
|
–
|
–
|
–
|
|
|
32
|
Hoey Investments
Coatesville,
Pennsylvania
|
$65
|
–
|
–
|
–
|
|
|
33
|
Principia Wealth Advisory
Dallas,
Texas
|
$64
|
–
|
–
|
–
|
|
|
34
|
Triumph Capital Management
Denver,
Colorado
|
$16
|
–
|
–
|
–
|
|
|
35
|
Timothy G. Youngquist 2020 Irrevocable Trust
Fort Myers,
Florida
|
–
|
-$19.7M
|
-510,000
|
Closed
|
|
|
36
|
Revisor Wealth Management
Akron,
Ohio
|
–
|
-$605K
|
-11,664
|
Closed
|
|
|
37
|
Csenge Advisory Group
Clearwater,
Florida
|
–
|
-$285K
|
-6,234
|
Closed
|
|
|
38
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
–
|
-$229K
|
-5,000
|
Closed
|
|
|
39
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
–
|
-$210K
|
-4,581
|
Closed
|
|
|
40
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$162K
|
-3,541
|
Closed
|
|
|
41
|
Summit Securities Group
New York
|
–
|
-$137K
|
-3,000
|
Closed
|
|
|
42
|
Allworth Financial
Folsom,
California
|
–
|
-$45.8K
|
-1,000
|
Closed
|
|
|
43
|
FNY Investment Advisers
New York
|
–
|
-$22K
|
-500
|
Closed
|
|
|
44
|
SignatureFD
Atlanta,
Georgia
|
–
|
-$4.58K
|
-100
|
Closed
|
|
|
45
|
CX Institutional
Auburn,
Indiana
|
–
|
-$1K
|
-15
|
Closed
|
|
