|
226
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$25K
|
–
|
–
|
–
|
|
|
227
|
Rockefeller Capital Management
New York
|
$22K
|
–
|
–
|
–
|
|
|
228
|
|
$17K
|
-$657K
|
-13,043
|
-98%
|
|
|
229
|
Campbell Wealth Management
Alexandria,
Virginia
|
$17K
|
+$17.1K
|
+339
|
New
|
|
|
230
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$15K
|
+$15.1K
|
+300
|
New
|
|
|
231
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$14.4K
|
–
|
–
|
–
|
|
|
232
|
CKW Financial Group
Honolulu,
Hawaii
|
$14K
|
–
|
–
|
–
|
|
|
233
|
TimeScale Financial
Danvers,
Massachusetts
|
$8K
|
–
|
–
|
–
|
|
|
234
|
TrueWealth LLC
Atlanta,
Georgia
|
$6K
|
+$1.06K
|
+21
|
+21%
|
|
|
235
|
Sonora Investment Management
Tucson,
Arizona
|
$5K
|
–
|
–
|
–
|
|
|
236
|
American Portfolios Advisors
Holbrook,
New York
|
$3.99K
|
–
|
–
|
–
|
|
|
237
|
Creative Financial Designs
Kokomo,
Indiana
|
$1K
|
+$1.21K
|
+24
|
New
|
|
|
238
|
Retirement Capital Strategies
San Jose,
California
|
–
|
-$12.6M
|
-252,832
|
Closed
|
|
|
239
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$2.55M
|
-51,137
|
Closed
|
|
|
240
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
–
|
-$1.74M
|
-34,819
|
Closed
|
|
|
241
|
|
–
|
-$1.26M
|
-25,316
|
Closed
|
|
|
242
|
B. Riley Wealth Management
Memphis,
Tennessee
|
–
|
-$940K
|
-18,816
|
Closed
|
|
|
243
|
Advisor Partners
Walnut Creek,
California
|
–
|
-$696K
|
-13,935
|
Closed
|
|
|
244
|
IRON Financial
Northbrook,
Illinois
|
–
|
-$520K
|
-10,402
|
Closed
|
|
|
245
|
Harborview Advisors
Portland,
Maine
|
–
|
-$503K
|
-10,079
|
Closed
|
|
|
246
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
–
|
-$315K
|
-6,300
|
Closed
|
|
|
247
|
Robertson Stephens Wealth Management
San Francisco,
California
|
–
|
-$286K
|
-5,720
|
Closed
|
|
|
248
|
Client 1st Advisory Group
Dunedin,
Florida
|
–
|
-$241K
|
-4,823
|
Closed
|
|
|
249
|
Schoolcraft Capital
Boulder,
Colorado
|
–
|
-$229K
|
-4,581
|
Closed
|
|
|
250
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
–
|
-$216K
|
-4,325
|
Closed
|
|
