|
1201
|
Bank of Stockton
Stockton,
California
|
–
|
-$253K
|
-1,935
|
Closed
|
|
|
1202
|
Laurel Oak Wealth Management
Marlton,
New Jersey
|
–
|
-$252K
|
-1,933
|
Closed
|
|
|
1203
|
HUB Investment Partners
Austin,
Texas
|
–
|
-$249K
|
-1,905
|
Closed
|
|
|
1204
|
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
–
|
-$246K
|
-1,887
|
Closed
|
|
|
1205
|
Optimize Financial
Laguna Hills,
California
|
–
|
-$233K
|
-1,784
|
Closed
|
|
|
1206
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
–
|
-$230K
|
-1,761
|
Closed
|
|
|
1207
|
Catalyst Financial Partners
Boston,
Massachusetts
|
–
|
-$227K
|
-1,742
|
Closed
|
|
|
1208
|
One Wealth Capital Management
Scottsdale,
Arizona
|
–
|
-$226K
|
-1,733
|
Closed
|
|
|
1209
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
–
|
-$225K
|
-1,725
|
Closed
|
|
|
1210
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
–
|
-$224K
|
-1,717
|
Closed
|
|
|
1211
|
Kingswood Wealth Advisors
San Diego,
California
|
–
|
-$212K
|
-1,624
|
Closed
|
|
|
1212
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
–
|
-$209K
|
-1,599
|
Closed
|
|
|
1213
|
NIA Impact Advisors
Berkeley,
California
|
–
|
-$207K
|
-1,588
|
Closed
|
|
|
1214
|
CWS Financial Advisors
Kalamazoo,
Michigan
|
–
|
-$205K
|
-1,573
|
Closed
|
|
|
1215
|
Evergreen Capital Management
Bellevue,
Washington
|
–
|
-$205K
|
-1,569
|
Closed
|
|
|
1216
|
Elyxium Wealth
San Mateo,
California
|
–
|
-$181K
|
-1,386
|
Closed
|
|
|
1217
|
SageView Advisory Group
Newport Beach,
California
|
–
|
-$106K
|
-813
|
Closed
|
|
|
1218
|
Sentry Investment Management
Stevens Point,
Wisconsin
|
–
|
-$65K
|
-500
|
Closed
|
|
|
1219
|
Commonwealth Retirement Investments
Richmond,
Virginia
|
–
|
-$57.9K
|
-444
|
Closed
|
|
|
1220
|
Meramec Financial Planners
Saint Louis,
Missouri
|
–
|
-$51.5K
|
-414
|
Closed
|
|
|
1221
|
DV Trading
Chicago,
Illinois
|
–
|
-$39.8K
|
-305
|
Closed
|
|
|
1222
|
Nemes Rush Group
Novi,
Michigan
|
–
|
-$26.8K
|
-205
|
Closed
|
|
|
1223
|
Reflection Asset Management
Isle Of Palms,
South Carolina
|
–
|
-$24.7K
|
-189
|
Closed
|
|
|
1224
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
–
|
-$17.7K
|
-136
|
Closed
|
|
|
1225
|
Flagship Wealth Advisors
Wakefield,
Massachusetts
|
–
|
-$13.1K
|
-100
|
Closed
|
|
