|
301
|
Key Financial Inc
West Chester,
Pennsylvania
|
$2.1K
|
–
|
–
|
–
|
|
|
302
|
Lazard Asset Management
New York
|
$2K
|
–
|
–
|
–
|
|
|
303
|
Concord Wealth Partners
Abingdon,
Virginia
|
$1.7K
|
+$1.1K
|
+11
|
+183%
|
|
|
304
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$1.4K
|
–
|
–
|
–
|
|
|
305
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$1.1K
|
+$1.1K
|
+11
|
New
|
|
|
306
|
Bourgeon Capital Management
Darien,
Connecticut
|
$998
|
+$999
|
+10
|
New
|
|
|
307
|
SouthState Corp
Winter Haven,
Florida
|
$997
|
+$999
|
+10
|
New
|
|
|
308
|
Rockbridge Investment Management
Syracuse,
New York
|
$300
|
+$300
|
+3
|
New
|
|
|
309
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$100
|
–
|
–
|
–
|
|
|
310
|
Tower Research Capital (TRC)
New York
|
$100
|
–
|
–
|
–
|
|
|
311
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
–
|
-$366M
|
-3,652,937
|
Closed
|
|
|
312
|
|
–
|
-$14.9M
|
-148,687
|
Closed
|
|
|
313
|
Cabana LLC
Fayetteville,
Arkansas
|
–
|
-$13.4M
|
-133,606
|
Closed
|
|
|
314
|
Win Advisors
Palm Beach Gardens,
Florida
|
–
|
-$12M
|
-119,756
|
Closed
|
|
|
315
|
Ledge Wealth Management
Sartell,
Minnesota
|
–
|
-$10.2M
|
-102,035
|
Closed
|
|
|
316
|
Centennial Wealth Advisory
Traverse City,
Michigan
|
–
|
-$3.66M
|
-36,541
|
Closed
|
|
|
317
|
Creative Planning
Overland Park,
Kansas
|
–
|
-$1.48M
|
-14,813
|
Closed
|
|
|
318
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
–
|
-$1.18M
|
-11,745
|
Closed
|
|
|
319
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
–
|
-$996K
|
-9,950
|
Closed
|
|
|
320
|
Madrona Financial Services
Everett,
Washington
|
–
|
-$848K
|
-8,466
|
Closed
|
|
|
321
|
|
–
|
-$772K
|
-7,711
|
Closed
|
|
|
322
|
SageView Advisory Group
Newport Beach,
California
|
–
|
-$661K
|
-6,598
|
Closed
|
|
|
323
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
–
|
-$477K
|
-4,769
|
Closed
|
|
|
324
|
Intellectus Partners
San Francisco,
California
|
–
|
-$401K
|
-4,006
|
Closed
|
|
|
325
|
IHT Wealth Management
Chicago,
Illinois
|
–
|
-$380K
|
-3,796
|
Closed
|
|
