|
301
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$2K
|
–
|
–
|
–
|
|
|
302
|
Anchor Investment Management
Columbia,
South Carolina
|
$1.08K
|
–
|
–
|
–
|
|
|
303
|
Private Ocean
San Rafael,
California
|
$1K
|
–
|
–
|
–
|
|
|
304
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$1K
|
+$157
|
+6
|
+33%
|
|
|
305
|
Fulcrum Equity Management
Plano,
Texas
|
$1K
|
+$1.18K
|
+45
|
New
|
|
|
306
|
Cascade Investment Advisors
Oregon City,
Oregon
|
$711
|
+$705
|
+27
|
New
|
|
|
307
|
Strategic Wealth Partners
Independence,
Ohio
|
$30
|
+$29.7K
|
+1,139
|
New
|
|
|
308
|
Financial Advisory Group
Houston,
Texas
|
–
|
-$5.57M
|
-216,780
|
Closed
|
|
|
309
|
Canada Life
Winnipeg,
Manitoba, Canada
|
–
|
-$5M
|
-194,208
|
Closed
|
|
|
310
|
Citadel Advisors
Miami,
Florida
|
–
|
-$1.77M
|
-68,635
|
Closed
|
|
|
311
|
Flow Traders U.S.
New York
|
–
|
-$1.11M
|
-43,032
|
Closed
|
|
|
312
|
Global Trust Asset Management
West Palm Beach,
Florida
|
–
|
-$561K
|
-21,723
|
Closed
|
|
|
313
|
Millennium Management
New York
|
–
|
-$517K
|
-20,019
|
Closed
|
|
|
314
|
Pegasus Partners
Mequon,
Wisconsin
|
–
|
-$329K
|
-12,729
|
Closed
|
|
|
315
|
Truist Financial
Charlotte,
North Carolina
|
–
|
-$280K
|
-10,828
|
Closed
|
|
|
316
|
Mosaic Family Wealth
St. Louis,
Missouri
|
–
|
-$255K
|
-9,891
|
Closed
|
|
|
317
|
WealthOne
Albany,
New York
|
–
|
-$250K
|
-9,685
|
Closed
|
|
|
318
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
–
|
-$233K
|
-9,006
|
Closed
|
|
|
319
|
Moloney Securities Asset Management
Manchester,
Missouri
|
–
|
-$230K
|
-8,915
|
Closed
|
|
|
320
|
Cardan Capital Partners
Denver,
Colorado
|
–
|
-$213K
|
-8,248
|
Closed
|
|
|
321
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
–
|
-$108K
|
-4,178
|
Closed
|
|
|
322
|
Cullen/Frost Bankers
San Antonio,
Texas
|
–
|
-$106K
|
-4,110
|
Closed
|
|
|
323
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
–
|
-$96K
|
-3,705
|
Closed
|
|
|
324
|
Penserra Capital Management
Orinda,
California
|
–
|
-$83K
|
-3,241
|
Closed
|
|
|
325
|
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
–
|
-$25K
|
-979
|
Closed
|
|
