|
501
|
Basepoint Wealth
Cedar Rapids,
Iowa
|
$569
|
+$569
|
+23
|
New
|
|
|
502
|
Solstein Capital
Menlo Park,
California
|
$444
|
–
|
–
|
–
|
|
|
503
|
St. Johns Investment Management
Jacksonville,
Florida
|
$247
|
–
|
–
|
–
|
|
|
504
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$158
|
–
|
–
|
–
|
|
|
505
|
Signature Resources Capital Management
Newport Beach,
California
|
$123
|
–
|
–
|
–
|
|
|
506
|
Activest Wealth Management
Aventure,
Florida
|
$25
|
–
|
–
|
–
|
|
|
507
|
Morling Financial Advisors
Fremont,
California
|
$15
|
–
|
–
|
–
|
|
|
508
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$8
|
-$10.1K
|
-409
|
Closed
|
|
|
509
|
Vestwell Advisors
New York
|
$7
|
–
|
–
|
–
|
|
|
510
|
Montag & Associates
Atlanta,
Georgia
|
$6
|
-$13.4K
|
-542
|
Closed
|
|
|
511
|
State Street
Boston,
Massachusetts
|
–
|
-$72.2M
|
-2,900,000
|
Closed
|
|
|
512
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
–
|
-$15.7M
|
-630,313
|
Closed
|
|
|
513
|
Scarborough Advisors
Annapolis,
Maryland
|
–
|
-$9.68M
|
-388,797
|
Closed
|
|
|
514
|
Financial & Tax Architects
St Louis,
Missouri
|
–
|
-$4.1M
|
-164,648
|
Closed
|
|
|
515
|
CWA Asset Management Group
Naples,
Florida
|
–
|
-$2.1M
|
-84,178
|
Closed
|
|
|
516
|
Rede Wealth
Charlottesville,
Virginia
|
–
|
-$1.76M
|
-70,454
|
Closed
|
|
|
517
|
Alternative Investment Advisors
Maitland,
Florida
|
–
|
-$1.68M
|
-67,640
|
Closed
|
|
|
518
|
Beacon Bridge Wealth Partners
Lower Gwynedd,
Pennsylvania
|
–
|
-$965K
|
-38,744
|
Closed
|
|
|
519
|
Truist Financial
Charlotte,
North Carolina
|
–
|
-$913K
|
-36,652
|
Closed
|
|
|
520
|
Net Worth Advisory Group
Sandy,
Utah
|
–
|
-$888K
|
-35,666
|
Closed
|
|
|
521
|
South Plains Financial
Lubbock,
Texas
|
–
|
-$812K
|
-32,613
|
Closed
|
|
|
522
|
Empirical Wealth Management
Seattle,
Washington
|
–
|
-$570K
|
-22,879
|
Closed
|
|
|
523
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
–
|
-$352K
|
-14,141
|
Closed
|
|
|
524
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
–
|
-$345K
|
-13,834
|
Closed
|
|
|
525
|
&Partners
Nashville,
Tennessee
|
–
|
-$289K
|
-12,255
|
Closed
|
|
