|
401
|
Clearstead Trust
Portland,
Maine
|
$9.98K
|
–
|
–
|
–
|
|
|
402
|
Clearstead Advisors
Cleveland,
Ohio
|
$9.98K
|
+$9.95K
|
+198
|
New
|
|
|
403
|
Center for Financial Planning
Southfied,
Michigan
|
$9.47K
|
–
|
–
|
–
|
|
|
404
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$7.36K
|
–
|
–
|
–
|
|
|
405
|
Gradient Investments
Arden Hills,
Minnesota
|
$7.3K
|
-$4.57K
|
-91
|
-39%
|
|
|
406
|
Penserra Capital Management
Orinda,
California
|
$7K
|
-$12.5K
|
-249
|
-63%
|
|
|
407
|
NBC Securities
Birmingham,
Alabama
|
$5K
|
+$5.03K
|
+100
|
New
|
|
|
408
|
Retirement Group
San Diego,
California
|
$3.32K
|
–
|
–
|
–
|
|
|
409
|
Bellevue Asset Management
Bellevue,
Washington
|
$1.71K
|
–
|
–
|
–
|
|
|
410
|
Avior Wealth Management
Omaha,
Nebraska
|
$1.41K
|
–
|
–
|
–
|
|
|
411
|
Delos Wealth Advisors
Dallas,
Texas
|
$1.36K
|
+$1.36K
|
+27
|
New
|
|
|
412
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$82
|
–
|
–
|
–
|
|
|
413
|
|
–
|
-$22.5M
|
-447,292
|
Closed
|
|
|
414
|
Keebeck Wealth Management
Chicago,
Illinois
|
–
|
-$10.3M
|
-203,795
|
Closed
|
|
|
415
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
–
|
-$6.41M
|
-127,393
|
Closed
|
|
|
416
|
Zazove Associates
Incline Village,
Nevada
|
–
|
-$4.87M
|
-96,846
|
Closed
|
|
|
417
|
CCG Wealth Management
San Diego,
California
|
–
|
-$4.34M
|
-86,281
|
Closed
|
|
|
418
|
Mather Group
Chicago,
Illinois
|
–
|
-$3.73M
|
-74,087
|
Closed
|
|
|
419
|
Client First Capital
San Diego,
California
|
–
|
-$2.01M
|
-40,000
|
Closed
|
|
|
420
|
Secure Asset Management
Troy,
Michigan
|
–
|
-$1.85M
|
-36,792
|
Closed
|
|
|
421
|
Mattern Wealth Management
Lawrence,
Kansas
|
–
|
-$975K
|
-19,378
|
Closed
|
|
|
422
|
Flow Traders U.S.
New York
|
–
|
-$832K
|
-16,532
|
Closed
|
|
|
423
|
Fort Point Capital Partners
San Francisco,
California
|
–
|
-$499K
|
-9,915
|
Closed
|
|
|
424
|
Stratos Wealth Partners
Beachwood,
Ohio
|
–
|
-$429K
|
-8,530
|
Closed
|
|
|
425
|
FDx Advisors
Chicago,
Illinois
|
–
|
-$425K
|
-8,450
|
Closed
|
|
