|
301
|
HM Payson & Co
Portland,
Maine
|
$521
|
–
|
–
|
–
|
|
|
302
|
Jackson Hole Capital Partners
Tulsa,
Oklahoma
|
$353
|
-$1.3K
|
-54
|
-79%
|
|
|
303
|
Center for Financial Planning
Southfied,
Michigan
|
$253
|
–
|
–
|
–
|
|
|
304
|
Creative Capital Management Investments
San Diego,
California
|
$151
|
–
|
–
|
–
|
|
|
305
|
Pasadena Private Wealth
Pasadena,
California
|
–
|
-$8.52M
|
-350,138
|
Closed
|
|
|
306
|
Liberty Wealth Management
Oakland,
California
|
–
|
-$5.16M
|
-205,930
|
Closed
|
|
|
307
|
|
–
|
-$2.1M
|
-86,110
|
Closed
|
|
|
308
|
Kestra Advisory Services
Austin,
Texas
|
–
|
-$1.86M
|
-76,366
|
Closed
|
|
|
309
|
OneAscent Wealth Management
Birmingham,
Alabama
|
–
|
-$471K
|
-19,358
|
Closed
|
|
|
310
|
Truist Financial
Charlotte,
North Carolina
|
–
|
-$354K
|
-14,564
|
Closed
|
|
|
311
|
United Capital Financial Advisors
Irving,
Texas
|
–
|
-$296K
|
-12,152
|
Closed
|
|
|
312
|
Beck Capital Management
Austin,
Texas
|
–
|
-$261K
|
-10,710
|
Closed
|
|
|
313
|
Atria Wealth Solutions
New York
|
–
|
-$248K
|
-10,182
|
Closed
|
|
|
314
|
Guardian Financial Partners
Orange,
California
|
–
|
-$243K
|
-10,004
|
Closed
|
|
|
315
|
KCM Investment Advisors
Greenbrae,
California
|
–
|
-$231K
|
-9,494
|
Closed
|
|
|
316
|
Rockefeller Capital Management
New York
|
–
|
-$215K
|
-8,894
|
Closed
|
|
|
317
|
Bristlecone Advisors
Bellevue,
Washington
|
–
|
-$109K
|
-4,496
|
Closed
|
|
|
318
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
–
|
-$96.9K
|
-4,012
|
Closed
|
|
|
319
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
–
|
-$55.5K
|
-2,280
|
Closed
|
|
|
320
|
Syverson Strege & Co
West Des Moines,
Iowa
|
–
|
-$28K
|
-1,150
|
Closed
|
|
|
321
|
Blue Trust Inc
Alpharetta,
Georgia
|
–
|
-$23K
|
-966
|
Closed
|
|
|
322
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$23.2K
|
-952
|
Closed
|
|
|
323
|
Robbins Farley
Bedford,
New Hampshire
|
–
|
-$5.65K
|
-232
|
Closed
|
|
|
324
|
Ten Capital Wealth Advisors
Spokane,
Washington
|
–
|
-$4.23K
|
-174
|
Closed
|
|
|
325
|
Strategic Investment Solutions
Orland Park,
Illinois
|
–
|
-$3.89K
|
-160
|
Closed
|
|
