|
251
|
Creative Financial Designs
Kokomo,
Indiana
|
$42K
|
+$42K
|
+762
|
New
|
|
|
252
|
Eudaimonia Partners
Winchester,
Tennessee
|
$39K
|
–
|
–
|
–
|
|
|
253
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$24K
|
+$2.75K
|
+50
|
+13%
|
|
|
254
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$22K
|
–
|
–
|
–
|
|
|
255
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$14K
|
+$13.9K
|
+252
|
New
|
|
|
256
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$13K
|
-$41K
|
-744
|
-75%
|
|
|
257
|
Bellevue Asset Management
Bellevue,
Washington
|
$9K
|
+$9.04K
|
+164
|
New
|
|
|
258
|
|
$7K
|
–
|
–
|
–
|
|
|
259
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$2K
|
+$1.87K
|
+34
|
New
|
|
|
260
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$1K
|
+$771
|
+14
|
New
|
|
|
261
|
Horizon Investments
Charlotte,
North Carolina
|
–
|
-$62.2M
|
-1,132,233
|
Closed
|
|
|
262
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
–
|
-$12.5M
|
-227,416
|
Closed
|
|
|
263
|
Citadel Advisors
Miami,
Florida
|
–
|
-$8.28M
|
-150,500
|
Closed
|
|
|
264
|
Wealth Enhancement & Preservation of GA
Alpharetta,
Georgia
|
–
|
-$2.45M
|
-44,698
|
Closed
|
|
|
265
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$1.65M
|
-29,930
|
Closed
|
|
|
266
|
Brendel Financial Advisors
Hanover,
New Hampshire
|
–
|
-$1.27M
|
-23,079
|
Closed
|
|
|
267
|
Merit Financial Group
Alpharetta,
Georgia
|
–
|
-$1M
|
-18,223
|
Closed
|
|
|
268
|
Castle Rock Wealth Management
Walnut Creek,
California
|
–
|
-$785K
|
-14,293
|
Closed
|
|
|
269
|
Andesa Financial Management
Allentown,
Pennsylvania
|
–
|
-$553K
|
-10,040
|
Closed
|
|
|
270
|
EPG Wealth Management
Atlanta,
Georgia
|
–
|
-$395K
|
-7,181
|
Closed
|
|
|
271
|
Cullen/Frost Bankers
San Antonio,
Texas
|
–
|
-$69K
|
-1,250
|
Closed
|
|
|
272
|
Clearstead Advisors
Cleveland,
Ohio
|
–
|
-$48K
|
-880
|
Closed
|
|
|
273
|
Laffer Tengler Investments
Nashville,
Tennessee
|
–
|
-$11K
|
-200
|
Closed
|
|
|
274
|
Founders Financial Alliance
Raleigh,
North Carolina
|
–
|
-$10K
|
-190
|
Closed
|
|
|
275
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
–
|
-$7K
|
-145
|
Closed
|
|
