|
451
|
Strive Financial Group
Carmel,
Indiana
|
$299
|
+$299
|
+6
|
New
|
|
|
452
|
Spectrum Wealth Advisory Group
Granite Bay,
California
|
$239
|
+$249
|
+5
|
New
|
|
|
453
|
Huntington National Bank
Columbus,
Ohio
|
$100
|
–
|
–
|
–
|
|
|
454
|
SBI Securities
Tokyo,
Japan
|
$50
|
–
|
–
|
–
|
|
|
455
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
–
|
-$15.2M
|
-304,752
|
Closed
|
|
|
456
|
Mercer Global Advisors
Denver,
Colorado
|
–
|
-$12.7M
|
-255,771
|
Closed
|
|
|
457
|
Vivaldi Capital Management
Chicago,
Illinois
|
–
|
-$5.99M
|
-120,305
|
Closed
|
|
|
458
|
Entruity Wealth
Bakersfield,
California
|
–
|
-$3.38M
|
-67,864
|
Closed
|
|
|
459
|
Pacific Excel Wealth Advisors
Walnut Creek,
California
|
–
|
-$1.55M
|
-31,163
|
Closed
|
|
|
460
|
Win Advisors
Palm Beach Gardens,
Florida
|
–
|
-$1M
|
-20,107
|
Closed
|
|
|
461
|
Flaharty Asset Management
Clearwater,
Florida
|
–
|
-$724K
|
-14,530
|
Closed
|
|
|
462
|
CMC Financial Group
Atlanta,
Georgia
|
–
|
-$633K
|
-12,706
|
Closed
|
|
|
463
|
Triad Wealth Partners
Lawrence,
Kansas
|
–
|
-$518K
|
-10,390
|
Closed
|
|
|
464
|
Narwhal Capital Management
Marietta,
Georgia
|
–
|
-$436K
|
-8,753
|
Closed
|
|
|
465
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
–
|
-$407K
|
-8,165
|
Closed
|
|
|
466
|
Vise Technologies
New York
|
–
|
-$254K
|
-5,090
|
Closed
|
|
|
467
|
Essex LLC
Deer Park,
Illinois
|
–
|
-$253K
|
-5,081
|
Closed
|
|
|
468
|
TRB Wealth Management
Houston,
Texas
|
–
|
-$235K
|
-4,721
|
Closed
|
|
|
469
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
–
|
-$233K
|
-4,686
|
Closed
|
|
|
470
|
Occidental Asset Management
Burlingame,
California
|
–
|
-$225K
|
-4,524
|
Closed
|
|
|
471
|
Evolve Private Wealth
Los Angeles,
California
|
–
|
-$212K
|
-4,260
|
Closed
|
|
|
472
|
Moment Partners
San Francisco,
California
|
–
|
-$207K
|
-4,147
|
Closed
|
|
|
473
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
–
|
-$27.4K
|
-550
|
Closed
|
|
|
474
|
First Command Advisory Services
Fort Worth,
Texas
|
–
|
-$12.2K
|
-244
|
Closed
|
|
|
475
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
-$10.6K
|
-212
|
Closed
|
|
