|
626
|
Canal Insurance Company
Greenville,
South Carolina
|
–
|
-$377K
|
-10,000
|
Closed
|
|
|
627
|
|
–
|
-$364K
|
-9,655
|
Closed
|
|
|
628
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
–
|
-$361K
|
-9,574
|
Closed
|
|
|
629
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
–
|
-$342K
|
-9,052
|
Closed
|
|
|
630
|
Sequoia Financial Advisors
Akron,
Ohio
|
–
|
-$315K
|
-8,352
|
Closed
|
|
|
631
|
Somerset Group
Wayzata,
Minnesota
|
–
|
-$292K
|
-7,731
|
Closed
|
|
|
632
|
FirstPurpose Wealth
Orem,
Utah
|
–
|
-$283K
|
-7,500
|
Closed
|
|
|
633
|
Truepoint Inc
Cincinnati,
Ohio
|
–
|
-$283K
|
-7,500
|
Closed
|
|
|
634
|
Brighton Jones LLC
Seattle,
Washington
|
–
|
-$278K
|
-7,363
|
Closed
|
|
|
635
|
Lebenthal Global Advisors
Hauppauge,
New York
|
–
|
-$275K
|
-7,303
|
Closed
|
|
|
636
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
–
|
-$283K
|
-7,300
|
Closed
|
|
|
637
|
Herbst Group
Westport,
Connecticut
|
–
|
-$271K
|
-7,193
|
Closed
|
|
|
638
|
Greenfield Savings Bank
Greenfield,
Massachusetts
|
–
|
-$268K
|
-7,096
|
Closed
|
|
|
639
|
Diversified
Wilmington,
Delaware
|
–
|
-$267K
|
-7,082
|
Closed
|
|
|
640
|
Crown Wealth Group
Charlotte,
North Carolina
|
–
|
-$264K
|
-7,004
|
Closed
|
|
|
641
|
Essex Financial Services
Essex,
Connecticut
|
–
|
-$255K
|
-6,753
|
Closed
|
|
|
642
|
|
–
|
-$254K
|
-6,744
|
Closed
|
|
|
643
|
Paragon Private Wealth Management
Lexington,
Kentucky
|
–
|
-$247K
|
-6,542
|
Closed
|
|
|
644
|
Avaii Wealth Management
Appleton,
Wisconsin
|
–
|
-$240K
|
-6,369
|
Closed
|
|
|
645
|
Joel Isaacson & Co
New York
|
–
|
-$240K
|
-6,357
|
Closed
|
|
|
646
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
–
|
-$240K
|
-6,356
|
Closed
|
|
|
647
|
Forte Capital
Rochester,
New York
|
–
|
-$237K
|
-6,281
|
Closed
|
|
|
648
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
–
|
-$236K
|
-6,264
|
Closed
|
|
|
649
|
TruWealth Advisors
Metairie,
Louisiana
|
–
|
-$236K
|
-6,250
|
Closed
|
|
|
650
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
–
|
-$234K
|
-6,206
|
Closed
|
|
