|
801
|
Copia Wealth Management
Bend,
Oregon
|
$1.6K
|
+$1.64K
|
+27
|
New
|
|
|
802
|
PlanVest Financial
Gaithersburg,
Maryland
|
$1.6K
|
+$1.64K
|
+27
|
New
|
|
|
803
|
SHP Wealth Management
Plymouth,
Massachusetts
|
$1.3K
|
–
|
–
|
–
|
|
|
804
|
Fortis Group Advisors
Westwood,
New Jersey
|
$1.18K
|
–
|
–
|
–
|
|
|
805
|
Truvestments Capital
Sarasota,
Florida
|
$1.13K
|
+$1.16K
|
+19
|
New
|
|
|
806
|
Networth Advisors
Canonsburg,
Pennsylvania
|
$829
|
+$852
|
+14
|
New
|
|
|
807
|
EPG Wealth Management
Atlanta,
Georgia
|
$592
|
–
|
–
|
–
|
|
|
808
|
Godfrey Financial Associates
Glenmont,
New York
|
$592
|
–
|
–
|
–
|
|
|
809
|
Cheviot Value Management
Beverly Hills,
California
|
$533
|
–
|
–
|
–
|
|
|
810
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
$533
|
+$548
|
+9
|
New
|
|
|
811
|
Community Financial Services Group
Newport,
Vermont
|
$418
|
+$426
|
+7
|
New
|
|
|
812
|
Private Wealth Asset Management
Cedar Rapids,
Iowa
|
$296
|
–
|
–
|
–
|
|
|
813
|
Investment Research & Advisory Group
Atlanta,
Georgia
|
$120
|
–
|
–
|
–
|
|
|
814
|
RHL Group
Holly,
Michigan
|
$119
|
–
|
–
|
–
|
|
|
815
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$60
|
+$61
|
+1
|
New
|
|
|
816
|
SOA Wealth Advisors
New York
|
$59
|
–
|
–
|
–
|
|
|
817
|
Park Avenue Securities
New York
|
–
|
-$12.6M
|
-218,396
|
Closed
|
|
|
818
|
IFG Advisory
Atlanta,
Georgia
|
–
|
-$4.6M
|
-79,375
|
Closed
|
|
|
819
|
SOL Capital Management
Rockville,
Maryland
|
–
|
-$3.96M
|
-68,375
|
Closed
|
|
|
820
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
–
|
-$3.6M
|
-62,200
|
Closed
|
|
|
821
|
Charles Schwab Trust
Henderson,
Nevada
|
–
|
-$2.42M
|
-41,854
|
Closed
|
|
|
822
|
JSF Financial
Los Angeles,
California
|
–
|
-$2.11M
|
-36,431
|
Closed
|
|
|
823
|
Pinnacle Family Advisors
Springfield,
Missouri
|
–
|
-$1.32M
|
-22,855
|
Closed
|
|
|
824
|
Strategic Financial Planning
Plano,
Texas
|
–
|
-$1.04M
|
-17,904
|
Closed
|
|
|
825
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
–
|
-$990K
|
-17,100
|
Closed
|
|
