|
101
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$12K
|
+$136
|
+3
|
+1%
|
|
|
102
|
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
|
$12K
|
+$13.9K
|
+307
|
New
|
|
|
103
|
Barclays
London,
United Kingdom
|
$11K
|
-$45.3K
|
-1,000
|
-79%
|
|
|
104
|
|
$11K
|
–
|
–
|
–
|
|
|
105
|
Cutler Group
San Francisco,
California
|
$11K
|
+$13.6K
|
+300
|
New
|
|
|
106
|
Arax Advisory Partners
Denver,
Colorado
|
$10K
|
–
|
–
|
–
|
|
|
107
|
Elmwood Wealth Management
Berkeley,
California
|
$8K
|
+$9.2K
|
+203
|
New
|
|
|
108
|
Regions Financial Corp
Birmingham,
Alabama
|
$7K
|
+$7.93K
|
+175
|
New
|
|
|
109
|
Asset Dedication LLC
San Francisco,
California
|
$5K
|
–
|
–
|
–
|
|
|
110
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$4K
|
–
|
–
|
–
|
|
|
111
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$4K
|
–
|
–
|
–
|
|
|
112
|
Whitener Capital Management
Rocky Mount,
North Carolina
|
$3K
|
–
|
–
|
–
|
|
|
113
|
Claro Advisors
Boston,
Massachusetts
|
$2K
|
+$2.27K
|
+50
|
New
|
|
|
114
|
Northwest Wealth Management
Spencer,
Iowa
|
$1K
|
–
|
–
|
–
|
|
|
115
|
SPC Financial Inc
Rockville,
Maryland
|
–
|
-$13.4M
|
-273,220
|
Closed
|
|
|
116
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
–
|
-$5.82M
|
-119,254
|
Closed
|
|
|
117
|
Oppenheimer & Co
New York
|
–
|
-$2.94M
|
-59,962
|
Closed
|
|
|
118
|
|
–
|
-$1.82M
|
-37,212
|
Closed
|
|
|
119
|
|
–
|
-$1.67M
|
-34,139
|
Closed
|
|
|
120
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$1.47M
|
-32,492
|
Closed
|
|
|
121
|
EP Wealth Advisors
Torrance,
California
|
–
|
-$677K
|
-13,813
|
Closed
|
|
|
122
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
–
|
-$547K
|
-11,160
|
Closed
|
|
|
123
|
Frontier Wealth Management
Kansas City,
Missouri
|
–
|
-$490K
|
-10,000
|
Closed
|
|
|
124
|
Avitas Wealth Management
Los Angeles,
California
|
–
|
-$433K
|
-8,838
|
Closed
|
|
|
125
|
Schnieders Capital Management
Pasadena,
California
|
–
|
-$428K
|
-8,730
|
Closed
|
|
