|
1201
|
Horan Securities
Cincinnati,
United States
|
$3K
|
–
|
–
|
–
|
|
|
1202
|
Howe & Rusling
Rochester,
New York
|
$3K
|
–
|
–
|
–
|
|
|
1203
|
Castleview Partners
Dallas,
Texas
|
$2.92K
|
-$31.2K
|
-472
|
-93%
|
|
|
1204
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$2.9K
|
-$19.9K
|
-301
|
-86%
|
|
|
1205
|
WR Wealth Planners
Columbia,
Missouri
|
$2.05K
|
–
|
–
|
–
|
|
|
1206
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$2K
|
–
|
–
|
–
|
|
|
1207
|
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
|
$1K
|
–
|
–
|
–
|
|
|
1208
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$1K
|
–
|
–
|
–
|
|
|
1209
|
Artemis Wealth Advisors
New York
|
$908
|
–
|
–
|
–
|
|
|
1210
|
Old North State Trust
Greensboro,
North Carolina
|
$330
|
–
|
–
|
–
|
|
|
1211
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
–
|
-$228M
|
-2,981,916
|
Closed
|
|
|
1212
|
ERn Financial LLC
Middleton,
Wisconsin
|
–
|
-$18M
|
-235,868
|
Closed
|
|
|
1213
|
F3Logic
Burnsville,
Minnesota
|
–
|
-$12M
|
-157,102
|
Closed
|
|
|
1214
|
American International Group
New York
|
–
|
-$11.8M
|
-155,000
|
Closed
|
|
|
1215
|
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
–
|
-$10.3M
|
-134,835
|
Closed
|
|
|
1216
|
Personal Wealth Partners
Bloomington,
Minnesota
|
–
|
-$9.46M
|
-123,909
|
Closed
|
|
|
1217
|
Polaris Wealth Advisory Group
San Rafael,
California
|
–
|
-$9.19M
|
-122,265
|
Closed
|
|
|
1218
|
Clear Creek Financial Management
Silverdale,
Washington
|
–
|
-$7.8M
|
-102,157
|
Closed
|
|
|
1219
|
SigFig Wealth Management
San Francisco,
California
|
–
|
-$7.59M
|
-97,867
|
Closed
|
|
|
1220
|
|
–
|
-$7.08M
|
-92,759
|
Closed
|
|
|
1221
|
Glovista Investments
Jersey City,
New Jersey
|
–
|
-$6.95M
|
-91,050
|
Closed
|
|
|
1222
|
EWG Elevate
Roseville,
California
|
–
|
-$6.82M
|
-89,303
|
Closed
|
|
|
1223
|
Barber Financial Group
Lenexa,
Kansas
|
–
|
-$6.54M
|
-85,692
|
Closed
|
|
|
1224
|
Centennial Wealth Advisory
Traverse City,
Michigan
|
–
|
-$5.64M
|
-73,823
|
Closed
|
|
|
1225
|
Texas Capital Bancshares
Dallas,
Texas
|
–
|
-$5.12M
|
-67,045
|
Closed
|
|
