|
1001
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$1.65K
|
–
|
–
|
–
|
|
|
1002
|
Highline Wealth Partners
Sherman Oaks,
California
|
$1.5K
|
–
|
–
|
–
|
|
|
1003
|
Allspring Global Investments
Charlotte,
North Carolina
|
$1.45K
|
-$28.3K
|
-132
|
-95%
|
|
|
1004
|
Signature Resources Capital Management
Newport Beach,
California
|
$1.44K
|
+$1.5K
|
+7
|
New
|
|
|
1005
|
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
|
$1.24K
|
–
|
–
|
–
|
|
|
1006
|
Kerr Financial Planning
Fresno,
California
|
$1.05K
|
+$2.57K
|
+12
|
+200%
|
|
|
1007
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$1.03K
|
–
|
–
|
–
|
|
|
1008
|
West Paces Advisors
Atlanta,
Georgia
|
$1.03K
|
–
|
–
|
–
|
|
|
1009
|
Richards, Merrill & Peterson
Spokane,
Washington
|
$823
|
–
|
–
|
–
|
|
|
1010
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$823
|
+$856
|
+4
|
New
|
|
|
1011
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$654
|
–
|
–
|
–
|
|
|
1012
|
My Portfolio Guide
Seal Beach,
California
|
$256
|
+$214
|
+1
|
New
|
|
|
1013
|
Elevated Capital Advisors
Sandy,
Utah
|
$206
|
+$214
|
+1
|
New
|
|
|
1014
|
SOL Capital Management
Rockville,
Maryland
|
–
|
-$17.7M
|
-84,482
|
Closed
|
|
|
1015
|
J.W. Cole Advisors
Tampa,
Florida
|
–
|
-$16.4M
|
-79,024
|
Closed
|
|
|
1016
|
IFG Advisory
Atlanta,
Georgia
|
–
|
-$8.72M
|
-41,680
|
Closed
|
|
|
1017
|
Strategic Financial Planning
Plano,
Texas
|
–
|
-$4.4M
|
-21,020
|
Closed
|
|
|
1018
|
Marshall Wace
London,
United Kingdom
|
–
|
-$2.35M
|
-11,244
|
Closed
|
|
|
1019
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
–
|
-$2.04M
|
-9,749
|
Closed
|
|
|
1020
|
Worth Financial Advisory Group
Charlotte,
North Carolina
|
–
|
-$1.22M
|
-5,827
|
Closed
|
|
|
1021
|
WESPAC Advisors
Orinda,
California
|
–
|
-$879K
|
-4,201
|
Closed
|
|
|
1022
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
–
|
-$841K
|
-4,020
|
Closed
|
|
|
1023
|
Canandaigua National Trust of Florida
Canandaigua,
New York
|
–
|
-$836K
|
-3,997
|
Closed
|
|
|
1024
|
Tradewinds LLC
Raleigh,
North Carolina
|
–
|
-$798K
|
-3,818
|
Closed
|
|
|
1025
|
Opal Capital
Boca Raton,
Florida
|
–
|
-$826K
|
-3,764
|
Closed
|
|
