|
401
|
Center for Financial Planning
Southfied,
Michigan
|
$5K
|
+$5.01K
|
+100
|
New
|
|
|
402
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$4K
|
+$1.85M
|
+36,904
|
+86%
|
|
|
403
|
Retirement Group
San Diego,
California
|
$3K
|
–
|
–
|
–
|
|
|
404
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$3K
|
+$2.9K
|
+58
|
New
|
|
|
405
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$2K
|
-$27.3K
|
-546
|
-92%
|
|
|
406
|
Fure Financial Corporation
Bloomington,
Minnesota
|
$2K
|
–
|
–
|
–
|
|
|
407
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$2K
|
+$1.75K
|
+35
|
New
|
|
|
408
|
Better Money Decisions
Santa Fe,
New Mexico
|
$2K
|
+$2.1K
|
+42
|
New
|
|
|
409
|
CX Institutional
Auburn,
Indiana
|
$1K
|
+$501
|
+10
|
New
|
|
|
410
|
Gradient Investments
Arden Hills,
Minnesota
|
$1K
|
+$751
|
+15
|
New
|
|
|
411
|
PFG Private Wealth Management
Lutz,
Florida
|
$1K
|
+$1.05K
|
+21
|
New
|
|
|
412
|
Concord Wealth Partners
Abingdon,
Virginia
|
$1K
|
+$1.3K
|
+26
|
New
|
|
|
413
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$228
|
–
|
–
|
–
|
|
|
414
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$228
|
+$198K
|
+3,963
|
+668%
|
|
|
415
|
Sun Life Financial
Toronto,
Ontario, Canada
|
–
|
-$172M
|
-3,422,000
|
Closed
|
|
|
416
|
Shufro Rose & Co
New York
|
–
|
-$16M
|
-319,718
|
Closed
|
|
|
417
|
Jackson Wealth Management
Lake Mary,
Florida
|
–
|
-$12.9M
|
-256,448
|
Closed
|
|
|
418
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
–
|
-$2K
|
-104,563
|
Closed
|
|
|
419
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
–
|
-$2.58M
|
-51,505
|
Closed
|
|
|
420
|
Hamilton Capital
Columbus,
Ohio
|
–
|
-$2.15M
|
-42,815
|
Closed
|
|
|
421
|
Eaton Vance Management
Boston,
Massachusetts
|
–
|
-$1.57M
|
-31,380
|
Closed
|
|
|
422
|
55I LLC
Boston,
Massachusetts
|
–
|
-$1.4M
|
-27,902
|
Closed
|
|
|
423
|
Howard Wealth Management
Madison,
Connecticut
|
–
|
-$872K
|
-17,395
|
Closed
|
|
|
424
|
Stokes Capital Advisors
Greenwood,
South Carolina
|
–
|
-$685K
|
-13,650
|
Closed
|
|
|
425
|
Ironwood Investment Counsel
Scottsdale,
Arizona
|
–
|
-$649K
|
-12,960
|
Closed
|
|
