|
126
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$2.32K
|
–
|
–
|
–
|
|
|
127
|
Crews Bank & Trust
Wauchula,
Florida
|
$1.52K
|
+$1.54K
|
+65
|
New
|
|
|
128
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$704
|
+$711
|
+30
|
New
|
|
|
129
|
Park Square Financial Group
Roswell,
Georgia
|
$291
|
+$24
|
+1
|
+9%
|
|
|
130
|
Huntington National Bank
Columbus,
Ohio
|
$281
|
–
|
–
|
–
|
|
|
131
|
|
$164
|
–
|
–
|
–
|
|
|
132
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$70
|
-$593
|
-25
|
-89%
|
|
|
133
|
Ocean Park Asset Management
Santa Monica,
California
|
–
|
-$9.81M
|
-408,400
|
Closed
|
|
|
134
|
Ashford Capital Management
Wilmington,
Delaware
|
–
|
-$8.76M
|
-364,498
|
Closed
|
|
|
135
|
Foundations Investment Advisors
Phoenix,
Arizona
|
–
|
-$5.35M
|
-222,857
|
Closed
|
|
|
136
|
|
–
|
-$3.14M
|
-130,908
|
Closed
|
|
|
137
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
–
|
-$1.94M
|
-81,642
|
Closed
|
|
|
138
|
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
|
–
|
-$524K
|
-21,813
|
Closed
|
|
|
139
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
–
|
-$488K
|
-20,336
|
Closed
|
|
|
140
|
Sightline Wealth Advisors
Groton,
Connecticut
|
–
|
-$407K
|
-16,947
|
Closed
|
|
|
141
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
–
|
-$373K
|
-15,542
|
Closed
|
|
|
142
|
Adams Wealth Management
Logan,
Utah
|
–
|
-$319K
|
-13,264
|
Closed
|
|
|
143
|
CacheTech Inc
Logan,
Utah
|
–
|
-$319K
|
-13,264
|
Closed
|
|
|
144
|
Zurich Cantonal Bank
Zurich,
Switzerland
|
–
|
-$299K
|
-12,630
|
Closed
|
|
|
145
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
–
|
-$287K
|
-11,957
|
Closed
|
|
|
146
|
OneAscent Wealth Management
Birmingham,
Alabama
|
–
|
-$240K
|
-10,003
|
Closed
|
|
|
147
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
–
|
-$222K
|
-9,244
|
Closed
|
|
|
148
|
Claris Financial
Glen Allen,
Virginia
|
–
|
-$210K
|
-8,735
|
Closed
|
|
|
149
|
Anfield Capital Management
Irvine,
California
|
–
|
-$121K
|
-5,026
|
Closed
|
|
|
150
|
Bangor Savings Bank
Bangor,
Maine
|
–
|
-$17K
|
-707
|
Closed
|
|
