|
1201
|
Blankinship & Foster
Solana Beach,
California
|
–
|
-$208K
|
-1,532
|
Closed
|
|
|
1202
|
NWAM LLC
Mercer Island,
Washington
|
–
|
-$207K
|
-1,522
|
Closed
|
|
|
1203
|
Tevis Investment Management
Plano,
Texas
|
–
|
-$206K
|
-1,512
|
Closed
|
|
|
1204
|
KCM Investment Advisors
Greenbrae,
California
|
–
|
-$204K
|
-1,500
|
Closed
|
|
|
1205
|
Neville Rodie & Shaw
New York
|
–
|
-$204K
|
-1,500
|
Closed
|
|
|
1206
|
Washington Trust Bank
Spokane,
Washington
|
–
|
-$203K
|
-1,488
|
Closed
|
|
|
1207
|
EJMK Ventures
Itasca,
Illinois
|
–
|
-$202K
|
-1,482
|
Closed
|
|
|
1208
|
Livet Wealth
Salt Lake City,
Utah
|
–
|
-$202K
|
-1,482
|
Closed
|
|
|
1209
|
Stockman Wealth Management
Billings,
Montana
|
–
|
-$201K
|
-1,480
|
Closed
|
|
|
1210
|
Fisher Asset Management
Camas,
Washington
|
–
|
-$200K
|
-1,471
|
Closed
|
|
|
1211
|
Root Financial Partners
Encinitas,
California
|
–
|
-$88.5K
|
-650
|
Closed
|
|
|
1212
|
Intentional Wealth Strategies
Colorado Springs,
Colorado
|
–
|
-$56.5K
|
-415
|
Closed
|
|
|
1213
|
Clayton Financial Group
St. Louis,
Missouri
|
–
|
-$41.9K
|
-308
|
Closed
|
|
|
1214
|
Ameliora Wealth Management
Zurich,
Switzerland
|
–
|
-$40.4K
|
-297
|
Closed
|
|
|
1215
|
Global Assets Advisory
Orlando,
Florida
|
–
|
-$33.1K
|
-243
|
Closed
|
|
|
1216
|
Vega Investment Solutions
Paris,
France
|
–
|
-$31.8K
|
-234
|
Closed
|
|
|
1217
|
Whipplewood Advisors
Littleton,
Colorado
|
–
|
-$30.2K
|
-222
|
Closed
|
|
|
1218
|
Golden State Equity Partners
South Coast Metro,
California
|
–
|
-$27.1K
|
-199
|
Closed
|
|
|
1219
|
Asset Dedication LLC
San Francisco,
California
|
–
|
-$25.4K
|
-187
|
Closed
|
|
|
1220
|
True Link Financial Advisors
San Francisco,
California
|
–
|
-$24.5K
|
-180
|
Closed
|
|
|
1221
|
Wall Street Financial Group
Carlinville,
Illinois
|
–
|
-$22.7K
|
-167
|
Closed
|
|
|
1222
|
Byrne Asset Management
Kingston,
New Jersey
|
–
|
-$20.4K
|
-150
|
Closed
|
|
|
1223
|
Salomon & Ludwin
Richmond,
Virginia
|
–
|
-$16.3K
|
-118
|
Closed
|
|
|
1224
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
–
|
-$15K
|
-110
|
Closed
|
|
|
1225
|
Clarity Asset Management
Ames,
Iowa
|
–
|
-$12.4K
|
-91
|
Closed
|
|
