|
301
|
Landmark Wealth Management (New York)
Melville,
New York
|
–
|
-$261K
|
-5,209
|
Closed
|
|
|
302
|
Occidental Asset Management
Burlingame,
California
|
–
|
-$246K
|
-4,920
|
Closed
|
|
|
303
|
Summit Financial
Parsippany,
New Jersey
|
–
|
-$221K
|
-4,416
|
Closed
|
|
|
304
|
J2 Capital Management
Troy,
Michigan
|
–
|
-$219K
|
-4,372
|
Closed
|
|
|
305
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
–
|
-$215K
|
-4,305
|
Closed
|
|
|
306
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
–
|
-$215K
|
-4,294
|
Closed
|
|
|
307
|
PCG Wealth Advisors
Overland Park,
Kansas
|
–
|
-$212K
|
-4,232
|
Closed
|
|
|
308
|
Tobias Financial Advisors
Plantation,
Florida
|
–
|
-$212K
|
-4,232
|
Closed
|
|
|
309
|
GYL Financial Synergies
West Hartford,
Connecticut
|
–
|
-$210K
|
-4,204
|
Closed
|
|
|
310
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
–
|
-$207K
|
-4,129
|
Closed
|
|
|
311
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$117K
|
-2,332
|
Closed
|
|
|
312
|
Bellwether Advisors
Lincoln,
Nebraska
|
–
|
-$95.7K
|
-1,912
|
Closed
|
|
|
313
|
Belpointe Asset Management
Reno,
Nevada
|
–
|
-$76K
|
-1,520
|
Closed
|
|
|
314
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
–
|
-$21K
|
-412
|
Closed
|
|
|
315
|
Kalos Management
Alpharetta,
Georgia
|
–
|
-$4K
|
-80
|
Closed
|
|
|
316
|
City Holding Co
Charleston,
West Virginia
|
–
|
-$2.75K
|
-55
|
Closed
|
|
|
317
|
Larson Financial Group
St Louis,
Missouri
|
–
|
-$2.75K
|
-55
|
Closed
|
|
|
318
|
Montag & Associates
Atlanta,
Georgia
|
–
|
-$30
|
-1
|
Closed
|
|
