|
301
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$15K
|
–
|
–
|
–
|
|
|
302
|
Liberty Wealth Management
Oakland,
California
|
$7K
|
–
|
–
|
–
|
|
|
303
|
Rockefeller Capital Management
New York
|
$6K
|
+$6.19K
|
+58
|
New
|
|
|
304
|
Alpha Windward
Westwood,
Massachusetts
|
$5K
|
–
|
–
|
–
|
|
|
305
|
Armor Investment Advisors
Raleigh,
North Carolina
|
$5K
|
–
|
–
|
–
|
|
|
306
|
Global Retirement Partners
San Rafael,
California
|
$5K
|
–
|
–
|
–
|
|
|
307
|
|
–
|
-$8.86M
|
-83,193
|
Closed
|
|
|
308
|
Mariner
Overland Park,
Kansas
|
–
|
-$3.66M
|
-34,324
|
Closed
|
|
|
309
|
AJ Wealth Strategies
New York
|
–
|
-$2.58M
|
-24,181
|
Closed
|
|
|
310
|
Fifth Third Securities
Cincinnati,
Ohio
|
–
|
-$773K
|
-7,255
|
Closed
|
|
|
311
|
Keel Point
Huntsville,
Alabama
|
–
|
-$597K
|
-5,600
|
Closed
|
|
|
312
|
Crabel Capital Management
Los Angeles,
California
|
–
|
-$385K
|
-3,615
|
Closed
|
|
|
313
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
–
|
-$317K
|
-2,975
|
Closed
|
|
|
314
|
CWA Asset Management Group
Naples,
Florida
|
–
|
-$298K
|
-2,800
|
Closed
|
|
|
315
|
Creative Planning
Overland Park,
Kansas
|
–
|
-$257K
|
-2,412
|
Closed
|
|
|
316
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
–
|
-$213K
|
-2,000
|
Closed
|
|
|
317
|
Arcus Capital Partners
Atlanta,
Georgia
|
–
|
-$196K
|
-1,836
|
Closed
|
|
|
318
|
Centaurus Financial
Anaheim,
California
|
–
|
-$142K
|
-1,332
|
Closed
|
|
|
319
|
Destination Wealth Management
Walnut Creek,
California
|
–
|
-$108K
|
-1,009
|
Closed
|
|
|
320
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
–
|
-$100K
|
-938
|
Closed
|
|
|
321
|
|
–
|
-$87K
|
-819
|
Closed
|
|
|
322
|
IBEX Wealth Advisors
Bedminster,
New Jersey
|
–
|
-$81K
|
-769
|
Closed
|
|
|
323
|
Doyle Wealth Management
St. Petersburg,
Florida
|
–
|
-$34K
|
-319
|
Closed
|
|
|
324
|
Central Trust Company
Jefferson City,
Missouri
|
–
|
-$5K
|
-50
|
Closed
|
|
