|
401
|
Legacy Investment Solutions
Meridian,
Idaho
|
$779
|
–
|
–
|
–
|
|
|
402
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$779
|
–
|
–
|
–
|
|
|
403
|
Golden State Wealth Management
Santa Ana,
California
|
$547
|
+$562
|
+13
|
New
|
|
|
404
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$210
|
-$528K
|
-12,219
|
-100%
|
|
|
405
|
Financial Life Planners
Tempe,
Arizona
|
$127
|
+$130
|
+3
|
New
|
|
|
406
|
BNP Paribas Financial Markets
Paris,
France
|
$42
|
+$43
|
+1
|
New
|
|
|
407
|
Morningstar Investment Services
Chicago,
Illinois
|
–
|
-$3.81M
|
-91,363
|
Closed
|
|
|
408
|
RFG Advisory
Birmingham,
Alabama
|
–
|
-$627K
|
-14,997
|
Closed
|
|
|
409
|
Savvy Advisors Inc
New York
|
–
|
-$389K
|
-9,312
|
Closed
|
|
|
410
|
West Coast Financial
Santa Barbara,
California
|
–
|
-$346K
|
-8,281
|
Closed
|
|
|
411
|
SWS Partners
Columbus,
Ohio
|
–
|
-$323K
|
-7,730
|
Closed
|
|
|
412
|
First Horizon Advisors
Memphis,
Tennessee
|
–
|
-$267K
|
-6,376
|
Closed
|
|
|
413
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
–
|
-$228K
|
-5,453
|
Closed
|
|
|
414
|
ProVise Management Group
Clearwater,
Florida
|
–
|
-$201K
|
-4,798
|
Closed
|
|
|
415
|
Bogart Wealth LLC
Mclean,
Virginia
|
–
|
-$131K
|
-3,136
|
Closed
|
|
|
416
|
Paladin Wealth
Arden Hills,
Minnesota
|
–
|
-$59.3K
|
-1,417
|
Closed
|
|
|
417
|
Hobbs Group Advisors
Columbia,
South Carolina
|
–
|
-$25.5K
|
-609
|
Closed
|
|
|
418
|
LGT Financial Advisors
Dallas,
Texas
|
–
|
-$22K
|
-526
|
Closed
|
|
|
419
|
Focused Wealth Management
Newburgh,
New York
|
–
|
-$273K
|
-403
|
Closed
|
|
|
420
|
Realta Investment Advisors
Wilmington,
Delaware
|
–
|
-$16.5K
|
-390
|
Closed
|
|
|
421
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
–
|
-$11.9K
|
-285
|
Closed
|
|
|
422
|
Northwest Capital Management
Lake Oswego,
Oregon
|
–
|
-$11.1K
|
-265
|
Closed
|
|
|
423
|
|
–
|
-$7.32K
|
-175
|
Closed
|
|
|
424
|
Eastern Bank
Boston,
Massachusetts
|
–
|
-$4.68K
|
-112
|
Closed
|
|
|
425
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
–
|
-$3.92K
|
-94
|
Closed
|
|
