|
401
|
West Financial Advisors
Des Moines,
Iowa
|
$3.9K
|
–
|
–
|
–
|
|
|
402
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$2.97K
|
+$2.94K
|
+115
|
New
|
|
|
403
|
Bangor Savings Bank
Bangor,
Maine
|
$2.86K
|
–
|
–
|
–
|
|
|
404
|
Fidelity Investments
Boston,
Massachusetts
|
$2.81K
|
-$2.28K
|
-89
|
-45%
|
|
|
405
|
PSI Advisors
Tampa,
Florida
|
$2.55K
|
+$2.53K
|
+99
|
New
|
|
|
406
|
|
$2K
|
+$1.84K
|
+72
|
New
|
|
|
407
|
Avior Wealth Management
Omaha,
Nebraska
|
$1.65K
|
-$1.51K
|
-59
|
-48%
|
|
|
408
|
Rain Capital Management
Lake Oswego,
Oregon
|
$1.38K
|
+$26
|
+1
|
+2%
|
|
|
409
|
Franklin Resources
San Mateo,
California
|
$1.14K
|
+$1.13K
|
+44
|
New
|
|
|
410
|
Abound Wealth Management
Franklin,
Tennessee
|
$1.11K
|
+$1.1K
|
+43
|
New
|
|
|
411
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1K
|
-$33.7K
|
-1,318
|
-98%
|
|
|
412
|
Aspire Wealth Management
Waltham,
Massachusetts
|
$799
|
-$384
|
-15
|
-33%
|
|
|
413
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$464
|
+$460
|
+18
|
New
|
|
|
414
|
BNP Paribas Financial Markets
Paris,
France
|
$26
|
-$475K
|
-18,557
|
-100%
|
|
|
415
|
Rational Advisors
Huntington,
New York
|
–
|
-$121M
|
-4,796,257
|
Closed
|
|
|
416
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
–
|
-$32.7M
|
-1,300,000
|
Closed
|
|
|
417
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
–
|
-$28.3M
|
-1,126,911
|
Closed
|
|
|
418
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
–
|
-$21.3M
|
-850,000
|
Closed
|
|
|
419
|
WealthPlan Investment Management
Omaha,
Nebraska
|
–
|
-$13.5M
|
-530,245
|
Closed
|
|
|
420
|
Bull Oak Capital
San Diego,
California
|
–
|
-$11.4M
|
-444,647
|
Closed
|
|
|
421
|
Peak Financial Advisors
Denver,
Colorado
|
–
|
-$7.89M
|
-314,100
|
Closed
|
|
|
422
|
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
|
–
|
-$4.77M
|
-189,663
|
Closed
|
|
|
423
|
Private Portfolio Partners
Paramus,
New Jersey
|
–
|
-$4.66M
|
-185,245
|
Closed
|
|
|
424
|
MGO Private Wealth
Irvine,
California
|
–
|
-$2.85M
|
-113,563
|
Closed
|
|
|
425
|
Ford Financial Group
Fresno,
California
|
–
|
-$2.49M
|
-99,222
|
Closed
|
|
