|
801
|
Kelly Financial Services
Braintree,
Massachusetts
|
$1.27K
|
–
|
–
|
–
|
|
|
802
|
Cassaday & Co
Mclean,
Virginia
|
$1K
|
-$462K
|
-9,398
|
-100%
|
|
|
803
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$1K
|
-$18.9K
|
-385
|
-89%
|
|
|
804
|
CKW Financial Group
Honolulu,
Hawaii
|
$1K
|
–
|
–
|
–
|
|
|
805
|
Clearstead Trust
Portland,
Maine
|
$1K
|
–
|
–
|
–
|
|
|
806
|
Richard Bernstein Advisors
New York
|
$1K
|
–
|
–
|
–
|
|
|
807
|
Engrave Wealth Partners
The Woodlands,
Texas
|
$1K
|
+$1.43K
|
+29
|
New
|
|
|
808
|
Capital City Trust
Tallahassee,
Florida
|
$460
|
-$33.1K
|
-674
|
-6%
|
|
|
809
|
Freestone Capital Holdings
Seattle,
Washington
|
$260
|
-$127K
|
-2,582
|
-29%
|
|
|
810
|
Westside Investment Management
Santa Monica,
California
|
$24
|
+$29.2K
|
+594
|
New
|
|
|
811
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$59.1M
|
-1,201,243
|
Closed
|
|
|
812
|
Polaris Wealth Advisory Group
San Rafael,
California
|
–
|
-$40.4M
|
-739,349
|
Closed
|
|
|
813
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
–
|
-$25.6M
|
-476,148
|
Closed
|
|
|
814
|
State Street
Boston,
Massachusetts
|
–
|
-$18.2M
|
-338,747
|
Closed
|
|
|
815
|
Atria Investments
Charlotte,
North Carolina
|
–
|
-$17.1M
|
-317,844
|
Closed
|
|
|
816
|
Financial Services Advisory
Rockville,
Maryland
|
–
|
-$12.7M
|
-237,083
|
Closed
|
|
|
817
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
–
|
-$11.6M
|
-215,152
|
Closed
|
|
|
818
|
Madrona Financial Services
Everett,
Washington
|
–
|
-$9.3M
|
-172,998
|
Closed
|
|
|
819
|
Raub Brock Capital Management
Larkspur,
California
|
–
|
-$8.99M
|
-167,210
|
Closed
|
|
|
820
|
J.M. Forbes & Co
Boston,
Massachusetts
|
–
|
-$8.97M
|
-166,862
|
Closed
|
|
|
821
|
Oakworth Capital
Birmingham,
Alabama
|
–
|
-$8.68M
|
-160,953
|
Closed
|
|
|
822
|
Brave Asset Management
Summit,
New Jersey
|
–
|
-$8.29M
|
-154,273
|
Closed
|
|
|
823
|
Surevest
Los Angeles,
California
|
–
|
-$7.18M
|
-133,566
|
Closed
|
|
|
824
|
Empirical Finance
Havertown,
Pennsylvania
|
–
|
-$3.7M
|
-68,810
|
Closed
|
|
|
825
|
Sunflower Bank Wealth Management
Scottsdale,
Arizona
|
–
|
-$3.58M
|
-66,695
|
Closed
|
|
