|
601
|
Bruce G. Allen Investments
Denver,
Colorado
|
$860
|
–
|
–
|
–
|
|
|
602
|
Financial Management Professionals
Austin,
Texas
|
$860
|
–
|
–
|
–
|
|
|
603
|
Greykasell Wealth Strategies
Danville,
California
|
$860
|
–
|
–
|
–
|
|
|
604
|
HFM Investment Advisors
Glassboro,
New Jersey
|
$860
|
–
|
–
|
–
|
|
|
605
|
|
$635
|
+$546
|
+2
|
New
|
|
|
606
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$574
|
–
|
–
|
–
|
|
|
607
|
Rachor Investment Advisory Services
Linden,
Michigan
|
$574
|
–
|
–
|
–
|
|
|
608
|
Crewe Advisors
Salt Lake City,
Utah
|
$574
|
+$546
|
+2
|
New
|
|
|
609
|
Advisornet Financial
Minnetonka,
Minnesota
|
$573
|
–
|
–
|
–
|
|
|
610
|
Cornerstone Financial Management
Burlington,
Massachusetts
|
$573
|
+$546
|
+2
|
New
|
|
|
611
|
Curio Wealth
Annapolis,
Maryland
|
$573
|
+$546
|
+2
|
New
|
|
|
612
|
Essential Partners
Rancho Santa Fe,
California
|
$573
|
+$546
|
+2
|
New
|
|
|
613
|
Hughes Financial Services
Herndon,
Virginia
|
$573
|
+$546
|
+2
|
New
|
|
|
614
|
Wall Street Financial Group
Carlinville,
Illinois
|
$573
|
+$546
|
+2
|
New
|
|
|
615
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$290
|
–
|
–
|
–
|
|
|
616
|
Strategic Advocates
Logan,
Utah
|
$287
|
-$377K
|
-1,380
|
-100%
|
|
|
617
|
Principia Wealth Advisory
Dallas,
Texas
|
$287
|
–
|
–
|
–
|
|
|
618
|
GHP Investment Advisors
Denver,
Colorado
|
$287
|
+$273
|
+1
|
New
|
|
|
619
|
Intentional Wealth Strategies
Colorado Springs,
Colorado
|
$287
|
+$273
|
+1
|
New
|
|
|
620
|
Raffa Wealth Management
Washington,
District of Columbia
|
$287
|
+$273
|
+1
|
New
|
|
|
621
|
SHP Wealth Management
Plymouth,
Massachusetts
|
$287
|
+$273
|
+1
|
New
|
|
|
622
|
USA Financial Formulas
Ada,
Michigan
|
$287
|
+$273
|
+1
|
New
|
|
|
623
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$286
|
–
|
–
|
–
|
|
|
624
|
|
–
|
-$152M
|
-649,075
|
Closed
|
|
|
625
|
Palestra Capital Management
New York
|
–
|
-$134M
|
-569,991
|
Closed
|
|
