|
1026
|
Fiduciary Planning
Englewood,
Florida
|
–
|
-$62K
|
-900
|
Closed
|
|
|
1027
|
Hoey Investments
Coatesville,
Pennsylvania
|
–
|
-$59K
|
-856
|
Closed
|
|
|
1028
|
HM Payson & Co
Portland,
Maine
|
–
|
-$54K
|
-787
|
Closed
|
|
|
1029
|
Alpha DNA Investment Management
Columbia,
Maryland
|
–
|
-$48K
|
-702
|
Closed
|
|
|
1030
|
Grandview Asset Management
Harrisburg,
Pennsylvania
|
–
|
-$44K
|
-630
|
Closed
|
|
|
1031
|
Annapolis Financial Services
Annapolis,
Maryland
|
–
|
-$42K
|
-611
|
Closed
|
|
|
1032
|
TFO Wealth Partners
Maumee,
Ohio
|
–
|
-$39K
|
-560
|
Closed
|
|
|
1033
|
Lenox Wealth Advisors
New York
|
–
|
-$38K
|
-542
|
Closed
|
|
|
1034
|
Janiczek Wealth Management
Denver,
Colorado
|
–
|
-$36K
|
-516
|
Closed
|
|
|
1035
|
Barnett & Company
Chattanooga,
Tennessee
|
–
|
-$35K
|
-513
|
Closed
|
|
|
1036
|
Security National Trust
Wheeling,
West Virginia
|
–
|
-$35K
|
-500
|
Closed
|
|
|
1037
|
Jones Financial Companies
Des Peres,
Missouri
|
–
|
-$25K
|
-366
|
Closed
|
|
|
1038
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
–
|
-$24K
|
-358
|
Closed
|
|
|
1039
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
–
|
-$20K
|
-282
|
Closed
|
|
|
1040
|
Manchester Financial
Westlake Village,
California
|
–
|
-$9K
|
-133
|
Closed
|
|
|
1041
|
First Financial Corp
Terre Haute,
Indiana
|
–
|
-$7K
|
-96
|
Closed
|
|
|
1042
|
Crescent Capital Consulting
New Orleans,
Louisiana
|
–
|
-$5K
|
-75
|
Closed
|
|
|
1043
|
Brand Asset Management Group
Chesterfield,
Missouri
|
–
|
-$1K
|
-21
|
Closed
|
|
|
1044
|
McCarthy Asset Management
Redwood Shores,
California
|
–
|
-$1K
|
-17
|
Closed
|
|
|
1045
|
First Command Advisory Services
Fort Worth,
Texas
|
–
|
-$217
|
-3
|
-8%
|
|
|
1046
|
Resources Management Corp
West Hartford,
Connecticut
|
–
|
+$361
|
+5
|
New
|
|
