|
201
|
YANKCOM Partnership
Yankton,
South Dakota
|
$8.02K
|
–
|
–
|
–
|
|
|
202
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$7.13K
|
–
|
–
|
–
|
|
|
203
|
Golden State Wealth Management
Santa Ana,
California
|
$5.64K
|
+$5.14K
|
+57
|
New
|
|
|
204
|
IMG Wealth Management
Jacksonville,
Florida
|
$5.63K
|
–
|
–
|
–
|
|
|
205
|
Ancora Advisors
Cleveland,
Ohio
|
$5.35K
|
–
|
–
|
–
|
|
|
206
|
First Command Advisory Services
Fort Worth,
Texas
|
$5.35K
|
–
|
–
|
–
|
|
|
207
|
Bogart Wealth LLC
Mclean,
Virginia
|
$5.02K
|
–
|
–
|
–
|
|
|
208
|
North Star Investment Management
Chicago,
Illinois
|
$1.08K
|
–
|
–
|
–
|
|
|
209
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$891
|
–
|
–
|
–
|
|
|
210
|
Kilter Group
Rhinebeck,
New York
|
$85
|
+$90
|
+1
|
New
|
|
|
211
|
Aptus Capital Advisors
Fairhope,
Alabama
|
–
|
-$24.8M
|
-286,543
|
Closed
|
|
|
212
|
McElhenny Sheffield Capital Management
Dallas,
Texas
|
–
|
-$17.6M
|
-202,612
|
Closed
|
|
|
213
|
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
–
|
-$8.07M
|
-93,112
|
Closed
|
|
|
214
|
Virtue Capital Management
Brentwood,
Tennessee
|
–
|
-$6.43M
|
-76,344
|
Closed
|
|
|
215
|
St. Louis Financial Planners Asset Management
Chesterfield,
Missouri
|
–
|
-$1.2M
|
-13,804
|
Closed
|
|
|
216
|
WorthPointe
La Jolla,
California
|
–
|
-$666K
|
-7,683
|
Closed
|
|
|
217
|
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
|
–
|
-$530K
|
-6,117
|
Closed
|
|
|
218
|
Purewater Capital
Fort Worth,
Texas
|
–
|
-$526K
|
-6,072
|
Closed
|
|
|
219
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
–
|
-$439K
|
-5,069
|
Closed
|
|
|
220
|
Csenge Advisory Group
Clearwater,
Florida
|
–
|
-$277K
|
-3,200
|
Closed
|
|
|
221
|
|
–
|
-$277K
|
-3,195
|
Closed
|
|
|
222
|
Guardian Asset Advisors
Mechanicsburg,
Pennsylvania
|
–
|
-$229K
|
-2,637
|
Closed
|
|
|
223
|
Root Financial Partners
Encinitas,
California
|
–
|
-$60.3K
|
-696
|
Closed
|
|
|
224
|
MAI Capital Management
Independence,
Ohio
|
–
|
-$54.4K
|
-628
|
Closed
|
|
|
225
|
Virginia Estate & Retirement Planning Advisors
Glen Allen,
Virginia
|
–
|
-$37.7K
|
-401
|
Closed
|
|
