|
326
|
Avion Wealth
The Woodlands,
Texas
|
$2K
|
–
|
–
|
–
|
|
|
327
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$1K
|
-$551
|
-10
|
-36%
|
|
|
328
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$1K
|
+$55
|
+1
|
+4%
|
|
|
329
|
Westside Investment Management
Santa Monica,
California
|
$555
|
+$10.5K
|
+190
|
+2%
|
|
|
330
|
HBC Financial Services
Seattle,
Washington
|
$291
|
+$606
|
+11
|
New
|
|
|
331
|
GeoWealth Management
Chicago,
Illinois
|
–
|
-$2.19M
|
-40,610
|
Closed
|
|
|
332
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
–
|
-$897K
|
-16,655
|
Closed
|
|
|
333
|
Principal Financial Group
Des Moines,
Iowa
|
–
|
-$523K
|
-9,699
|
Closed
|
|
|
334
|
Goldstein Munger & Associates
San Ramon,
California
|
–
|
-$504K
|
-9,354
|
Closed
|
|
|
335
|
First Trust Advisors
Wheaton,
Illinois
|
–
|
-$483K
|
-8,961
|
Closed
|
|
|
336
|
CI Investments Inc
Toronto,
Ontario, Canada
|
–
|
-$377K
|
-7,006
|
Closed
|
|
|
337
|
Charles Schwab
San Francisco,
California
|
–
|
-$315K
|
-5,847
|
Closed
|
|
|
338
|
Summit Financial Strategies
Columbus,
Ohio
|
–
|
-$265K
|
-4,921
|
Closed
|
|
|
339
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
–
|
-$241K
|
-4,464
|
Closed
|
|
|
340
|
Frontier Wealth Management
Kansas City,
Missouri
|
–
|
-$236K
|
-4,376
|
Closed
|
|
|
341
|
Cahill Financial Advisors
Edina,
Minnesota
|
–
|
-$228K
|
-4,232
|
Closed
|
|
|
342
|
Orin Green Financial
San Diego,
California
|
–
|
-$224K
|
-4,162
|
Closed
|
|
|
343
|
Goodwin Investment Advisory
Woodstock,
Georgia
|
–
|
-$150K
|
-2,782
|
Closed
|
|
|
344
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
–
|
-$147K
|
-2,720
|
Closed
|
|
|
345
|
Perigon Wealth Management
San Francisco,
California
|
–
|
-$100K
|
-1,850
|
Closed
|
|
|
346
|
Planned Solutions
Folsom,
California
|
–
|
-$49K
|
-916
|
Closed
|
|
|
347
|
HBW Advisory Services
Simi Valley,
California
|
–
|
-$36K
|
-674
|
Closed
|
|
|
348
|
Elm Advisors
Burlingame,
California
|
–
|
-$35K
|
-650
|
Closed
|
|
|
349
|
Gradient Investments
Arden Hills,
Minnesota
|
–
|
-$55K
|
-535
|
Closed
|
|
|
350
|
PrairieView Partners
St. Paul,
Minnesota
|
–
|
-$26K
|
-488
|
Closed
|
|
