|
301
|
Truvestments Capital
Sarasota,
Florida
|
$1.73K
|
-$1.73K
|
-60
|
-50%
|
|
|
302
|
Retirement Financial Solutions
Knoxville,
Tennessee
|
$1.21K
|
+$1.21K
|
+42
|
New
|
|
|
303
|
Fidelity Investments
Boston,
Massachusetts
|
$809
|
-$1.18K
|
-41
|
-59%
|
|
|
304
|
Crewe Advisors
Salt Lake City,
Utah
|
$376
|
+$376
|
+13
|
New
|
|
|
305
|
Farther Finance Advisors
San Francisco,
California
|
$29
|
+$29
|
+1
|
New
|
|
|
306
|
Charles Schwab
San Francisco,
California
|
–
|
-$154M
|
-5,332,836
|
Closed
|
|
|
307
|
Capitol Family Office
Beaverton,
Oregon
|
–
|
-$24.6M
|
-850,921
|
Closed
|
|
|
308
|
Simplicity Wealth
Summit,
New Jersey
|
–
|
-$4.19M
|
-144,857
|
Closed
|
|
|
309
|
Horizon Financial Services
Winston Salem,
North Carolina
|
–
|
-$2.95M
|
-102,095
|
Closed
|
|
|
310
|
Flow Traders U.S.
New York
|
–
|
-$2.81M
|
-97,090
|
Closed
|
|
|
311
|
New Harbor Financial Group
Worcester,
Massachusetts
|
–
|
-$2.47M
|
-85,498
|
Closed
|
|
|
312
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
–
|
-$2.35M
|
-81,489
|
Closed
|
|
|
313
|
|
–
|
-$1.83M
|
-63,174
|
Closed
|
|
|
314
|
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
–
|
-$1.82M
|
-62,959
|
Closed
|
|
|
315
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
–
|
-$1.69M
|
-58,349
|
Closed
|
|
|
316
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
–
|
-$1.19M
|
-41,136
|
Closed
|
|
|
317
|
Waycross Partners
Louisville,
Kentucky
|
–
|
-$723K
|
-25,000
|
Closed
|
|
|
318
|
Acute Investment Advisory
Mesa,
Arizona
|
–
|
-$586K
|
-20,268
|
Closed
|
|
|
319
|
Brendel Financial Advisors
Hanover,
New Hampshire
|
–
|
-$582K
|
-20,120
|
Closed
|
|
|
320
|
Spectrum Planning & Advisory Services
San Diego,
California
|
–
|
-$541K
|
-18,719
|
Closed
|
|
|
321
|
Resource Planning Group
Atlanta,
Georgia
|
–
|
-$537K
|
-18,575
|
Closed
|
|
|
322
|
Tri-Star Advisors
Houston,
Texas
|
–
|
-$522K
|
-18,092
|
Closed
|
|
|
323
|
Moloney Securities Asset Management
Manchester,
Missouri
|
–
|
-$519K
|
-17,965
|
Closed
|
|
|
324
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
–
|
-$510K
|
-17,657
|
Closed
|
|
|
325
|
Allen Capital Group
Grand Island,
Nebraska
|
–
|
-$481K
|
-16,653
|
Closed
|
|
