|
151
|
Bison Wealth
Atlanta,
Georgia
|
$14K
|
–
|
–
|
–
|
|
|
152
|
IMA Advisory Services
Denver,
Colorado
|
$11K
|
–
|
–
|
–
|
|
|
153
|
LifePlan Financial Group
Dayton,
Ohio
|
$11K
|
–
|
–
|
–
|
|
|
154
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$10K
|
–
|
–
|
–
|
|
|
155
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$10K
|
+$9.37K
|
+346
|
New
|
|
|
156
|
|
$9K
|
-$27.1K
|
-1,000
|
-74%
|
|
|
157
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$9K
|
–
|
–
|
–
|
|
|
158
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$8K
|
–
|
–
|
–
|
|
|
159
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$6K
|
–
|
–
|
–
|
|
|
160
|
Davis Capital Management
Jacksonville,
Florida
|
$5K
|
+$54
|
+2
|
+1%
|
|
|
161
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$4K
|
–
|
–
|
–
|
|
|
162
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$3K
|
–
|
–
|
–
|
|
|
163
|
Parallel Advisors
San Francisco,
California
|
$2K
|
+$2.06K
|
+76
|
New
|
|
|
164
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
165
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$1K
|
+$54
|
+2
|
+9%
|
|
|
166
|
|
–
|
-$2.14M
|
-78,306
|
Closed
|
|
|
167
|
Lincoln National Corp
Radnor,
Pennsylvania
|
–
|
-$803K
|
-29,348
|
Closed
|
|
|
168
|
Mariner
Overland Park,
Kansas
|
–
|
-$784K
|
-28,672
|
Closed
|
|
|
169
|
Blue Square Asset Management
New York
|
–
|
-$726K
|
-26,522
|
Closed
|
|
|
170
|
Creative Planning
Overland Park,
Kansas
|
–
|
-$632K
|
-23,104
|
Closed
|
|
|
171
|
BHF RG Capital
Scottsdale,
Arizona
|
–
|
-$621K
|
-22,724
|
Closed
|
|
|
172
|
USA Financial Formulas
Ada,
Michigan
|
–
|
-$602K
|
-22,008
|
Closed
|
|
|
173
|
Atria Investments
Charlotte,
North Carolina
|
–
|
-$564K
|
-20,612
|
Closed
|
|
|
174
|
|
–
|
-$521K
|
-19,058
|
Closed
|
|
|
175
|
ProVise Management Group
Clearwater,
Florida
|
–
|
-$513K
|
-18,760
|
Closed
|
|
