|
226
|
Safeguard Investment Advisory Group
Corona,
California
|
$1K
|
+$1.05K
|
+25
|
New
|
|
|
227
|
Aveo Capital Partners
Englewood,
Colorado
|
–
|
-$1.56M
|
-38,091
|
Closed
|
|
|
228
|
Avantax Advisory Services
Dallas,
Texas
|
–
|
-$1.13M
|
-27,459
|
Closed
|
|
|
229
|
Citadel Advisors
Miami,
Florida
|
–
|
-$1.12M
|
-27,311
|
Closed
|
|
|
230
|
SlateStone Wealth
Jupiter,
Florida
|
–
|
-$480K
|
-11,703
|
Closed
|
|
|
231
|
Charles Schwab
San Francisco,
California
|
–
|
-$341K
|
-8,304
|
Closed
|
|
|
232
|
Fort Point Capital Partners
San Francisco,
California
|
–
|
-$338K
|
-8,237
|
Closed
|
|
|
233
|
Cahaba Wealth Management
Atlanta,
Georgia
|
–
|
-$246K
|
-6,008
|
Closed
|
|
|
234
|
Brio Consultants
San Francisco,
California
|
–
|
-$243K
|
-5,926
|
Closed
|
|
|
235
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
–
|
-$205K
|
-5,000
|
Closed
|
|
|
236
|
TrustCore Financial Services
Brentwood,
Tennessee
|
–
|
-$152K
|
-3,702
|
Closed
|
|
|
237
|
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
–
|
-$150K
|
-3,648
|
Closed
|
|
|
238
|
Pacific Capital Wealth Advisors
Corona,
California
|
–
|
-$76K
|
-1,850
|
Closed
|
|
|
239
|
WealthShield Partners
Cary,
North Carolina
|
–
|
-$58K
|
-1,417
|
Closed
|
|
|
240
|
Prospera Financial Services
Dallas,
Texas
|
–
|
-$49K
|
-1,200
|
Closed
|
|
|
241
|
Nachman Norwood & Parrott
Greenville,
South Carolina
|
–
|
-$13K
|
-325
|
Closed
|
|
|
242
|
Gemmer Asset Management
Walnut Creek,
California
|
–
|
-$6K
|
-151
|
Closed
|
|
|
243
|
Cullen/Frost Bankers
San Antonio,
Texas
|
–
|
-$3K
|
-70
|
Closed
|
|
|
244
|
Inspire Advisors
Meridian,
Idaho
|
–
|
+$253
|
+6
|
New
|
|
