|
876
|
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
|
$1.58K
|
–
|
–
|
–
|
|
|
877
|
WR Wealth Planners
Columbia,
Missouri
|
$1.51K
|
–
|
–
|
–
|
|
|
878
|
Golden State Equity Partners
South Coast Metro,
California
|
$1.33K
|
+$1.28K
|
+48
|
New
|
|
|
879
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$1K
|
–
|
–
|
–
|
|
|
880
|
Abound Wealth Management
Franklin,
Tennessee
|
$907
|
–
|
–
|
–
|
|
|
881
|
Dogwood Wealth Management
Lenexa,
Kansas
|
$577
|
–
|
–
|
–
|
|
|
882
|
Russell Investments Group
London,
United Kingdom
|
$551
|
-$1.6K
|
-60
|
-74%
|
|
|
883
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
$334
|
+$319
|
+12
|
New
|
|
|
884
|
TCTC Holdings
Dallas,
Texas
|
$166
|
–
|
–
|
–
|
|
|
885
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$84
|
–
|
–
|
–
|
|
|
886
|
GeoWealth Management
Chicago,
Illinois
|
$11
|
–
|
–
|
–
|
|
|
887
|
Simplicity Wealth
Summit,
New Jersey
|
–
|
-$16.6M
|
-640,557
|
Closed
|
|
|
888
|
Strategic Financial Concepts
San Antonio,
Texas
|
–
|
-$484
|
-117,006
|
Closed
|
|
|
889
|
Holistic Planning
Nacogdoches,
Texas
|
–
|
-$1.45M
|
-53,451
|
Closed
|
|
|
890
|
Maia Wealth
Denver,
Colorado
|
–
|
-$476K
|
-17,748
|
Closed
|
|
|
891
|
Portside Wealth Group
Provo,
Utah
|
–
|
-$410K
|
-15,807
|
Closed
|
|
|
892
|
Wealthcare Capital Management
Richmond,
Virginia
|
–
|
-$382K
|
-14,715
|
Closed
|
|
|
893
|
Praetorian Wealth Management
Carmel,
California
|
–
|
-$361K
|
-13,908
|
Closed
|
|
|
894
|
Choate Investment Advisors
Boston,
Massachusetts
|
–
|
-$351K
|
-13,530
|
Closed
|
|
|
895
|
Trexquant Investment
Stamford,
Connecticut
|
–
|
-$341K
|
-13,161
|
Closed
|
|
|
896
|
Calamos Wealth Management
Naperville,
Illinois
|
–
|
-$298K
|
-11,499
|
Closed
|
|
|
897
|
Gryphon Financial Partners
Columbus,
Ohio
|
–
|
-$296K
|
-11,424
|
Closed
|
|
|
898
|
Verity & Verity
Beaufort,
South Carolina
|
–
|
-$282K
|
-10,863
|
Closed
|
|
|
899
|
TrueWealth Advisors
Birmingham,
Alabama
|
–
|
-$280K
|
-10,806
|
Closed
|
|
|
900
|
Founders Financial Securities
Towson,
Maryland
|
–
|
-$228K
|
-8,781
|
Closed
|
|
