|
551
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$895
|
-$426K
|
-8,510
|
-100%
|
|
|
552
|
Gill Capital Partners
Denver,
Colorado
|
$860
|
–
|
–
|
–
|
|
|
553
|
United Financial Planning Group
Hauppauge,
New York
|
$557
|
–
|
–
|
–
|
|
|
554
|
Trust Company
Manhattan,
Kansas
|
$506
|
-$501
|
-10
|
-50%
|
|
|
555
|
Copia Wealth Management
Bend,
Oregon
|
$455
|
–
|
–
|
–
|
|
|
556
|
Imprint Wealth
Mount Pleasant,
South Carolina
|
$304
|
–
|
–
|
–
|
|
|
557
|
Longview Asset Management (California)
San Rafael,
California
|
$304
|
–
|
–
|
–
|
|
|
558
|
Luminist Capital
Grand Rapids,
Michigan
|
$304
|
–
|
–
|
–
|
|
|
559
|
Capital Advisor Network
Lafayette,
Indiana
|
$202
|
-$107K
|
-2,139
|
-100%
|
|
|
560
|
American National Bank & Trust
Wichita Falls,
Texas
|
$200
|
–
|
–
|
–
|
|
|
561
|
Institute for Wealth Management
Denver,
Colorado
|
$152
|
+$150
|
+3
|
New
|
|
|
562
|
Retirement Wealth Solutions
Marshfield,
Wisconsin
|
$110
|
-$731K
|
-14,590
|
-100%
|
|
|
563
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$102
|
–
|
–
|
–
|
|
|
564
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$51
|
-$301
|
-6
|
-86%
|
|
|
565
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$51
|
–
|
–
|
–
|
|
|
566
|
Huntington National Bank
Columbus,
Ohio
|
$51
|
–
|
–
|
–
|
|
|
567
|
Russell Investments Group
London,
United Kingdom
|
$51
|
–
|
–
|
–
|
|
|
568
|
Oakworth Capital
Birmingham,
Alabama
|
$50
|
+$50
|
+1
|
New
|
|
|
569
|
Strategic Wealth Partners
Independence,
Ohio
|
$20
|
–
|
–
|
–
|
|
|
570
|
SignatureFD
Atlanta,
Georgia
|
$16
|
-$1.4K
|
-28
|
Closed
|
|
|
571
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$1
|
–
|
–
|
–
|
|
|
572
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
–
|
-$124M
|
-2,470,476
|
Closed
|
|
|
573
|
JB Capital
Wethersfield,
Connecticut
|
–
|
-$29.9M
|
-597,376
|
Closed
|
|
|
574
|
Kelly Financial Services
Braintree,
Massachusetts
|
–
|
-$11.6M
|
-232,388
|
Closed
|
|
|
575
|
SteelPeak Wealth
Woodland Hills,
California
|
–
|
-$10.6M
|
-211,579
|
Closed
|
|
