|
326
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$187
|
–
|
–
|
–
|
|
|
327
|
Rossby Financial
Melbourne,
Florida
|
$95
|
+$100
|
+2
|
New
|
|
|
328
|
POM Investment Strategies
Raleigh,
North Carolina
|
$47
|
–
|
–
|
–
|
|
|
329
|
Trek Financial
Scottsdale,
Arizona
|
–
|
-$8.16M
|
-169,312
|
Closed
|
|
|
330
|
Investor's Fiduciary Advisor Network
Snoqualmie,
Washington
|
–
|
-$3.09M
|
-64,238
|
Closed
|
|
|
331
|
Retirement Capital Strategies
San Jose,
California
|
–
|
-$942K
|
-19,561
|
Closed
|
|
|
332
|
CIBC World Market
Toronto,
Ontario, Canada
|
–
|
-$667K
|
-13,838
|
Closed
|
|
|
333
|
D.A. Davidson & Co
Great Falls,
Montana
|
–
|
-$609K
|
-12,630
|
Closed
|
|
|
334
|
Kingswood Wealth Advisors
San Diego,
California
|
–
|
-$522K
|
-10,836
|
Closed
|
|
|
335
|
Ehrlich Financial Group
Laguna Niguel,
California
|
–
|
-$514K
|
-10,669
|
Closed
|
|
|
336
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
–
|
-$382K
|
-7,928
|
Closed
|
|
|
337
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
–
|
-$309K
|
-6,408
|
Closed
|
|
|
338
|
Robertson Stephens Wealth Management
San Francisco,
California
|
–
|
-$289K
|
-6,000
|
Closed
|
|
|
339
|
Liberty Wealth Management
Oakland,
California
|
–
|
-$224K
|
-4,657
|
Closed
|
|
|
340
|
Snowden Capital Advisors
New York
|
–
|
-$214K
|
-4,450
|
Closed
|
|
|
341
|
Legacy Capital Wealth Management
The Woodlands,
Texas
|
–
|
-$208K
|
-4,307
|
Closed
|
|
|
342
|
Perennial Investment Advisors
Los Angeles,
California
|
–
|
-$203K
|
-4,207
|
Closed
|
|
|
343
|
Cascade Financial Partners
San Diego,
California
|
–
|
-$202K
|
-4,200
|
Closed
|
|
|
344
|
GEM Asset Management
Plymouth,
Michigan
|
–
|
-$202K
|
-4,015
|
Closed
|
|
|
345
|
|
–
|
-$154K
|
-3,158
|
Closed
|
|
|
346
|
Concord Wealth Partners
Abingdon,
Virginia
|
–
|
-$117K
|
-2,419
|
Closed
|
|
|
347
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
–
|
-$101K
|
-2,095
|
Closed
|
|
|
348
|
Elyxium Wealth
San Mateo,
California
|
–
|
-$39.1K
|
-812
|
Closed
|
|
|
349
|
SageView Advisory Group
Newport Beach,
California
|
–
|
-$35K
|
-726
|
Closed
|
|
|
350
|
First Command Advisory Services
Fort Worth,
Texas
|
–
|
-$25.1K
|
-522
|
Closed
|
|
