|
801
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
–
|
-$241K
|
-2,408
|
Closed
|
|
|
802
|
Personal CFO Solutions
Chester,
New Jersey
|
–
|
-$230K
|
-2,301
|
Closed
|
|
|
803
|
Cornell Pochily Investment Advisors
Ithaca,
New York
|
–
|
-$224K
|
-2,241
|
Closed
|
|
|
804
|
Cypress Asset Management
Houston,
Texas
|
–
|
-$212K
|
-2,125
|
Closed
|
|
|
805
|
Regal Investment Advisors
Kentwood,
Michigan
|
–
|
-$209K
|
-2,091
|
Closed
|
|
|
806
|
Veracity Capital
Atlanta,
Georgia
|
–
|
-$208K
|
-2,077
|
Closed
|
|
|
807
|
WrapManager Inc
Mill Valley,
California
|
–
|
-$205K
|
-2,048
|
Closed
|
|
|
808
|
Fortem Financial Group
Palm Desert,
California
|
–
|
-$197K
|
-1,975
|
Closed
|
|
|
809
|
Diversified
Wilmington,
Delaware
|
–
|
-$213K
|
-1,943
|
Closed
|
|
|
810
|
Freestone Capital Holdings
Seattle,
Washington
|
–
|
-$129K
|
-1,286
|
Closed
|
|
|
811
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
–
|
-$128K
|
-1,282
|
Closed
|
|
|
812
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
–
|
-$125K
|
-1,248
|
Closed
|
|
|
813
|
Knuff & Co
Foster City,
California
|
–
|
-$121K
|
-1,213
|
Closed
|
|
|
814
|
Oxler Private Wealth
Rye Brook,
New York
|
–
|
-$109K
|
-1,100
|
Closed
|
|
|
815
|
tru Independence
Portland,
Oregon
|
–
|
-$107
|
-1,072
|
Closed
|
|
|
816
|
|
–
|
-$97K
|
-975
|
Closed
|
|
|
817
|
Rational Advisors
Huntington,
New York
|
–
|
-$97K
|
-974
|
Closed
|
|
|
818
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
–
|
-$95K
|
-954
|
Closed
|
|
|
819
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
–
|
-$84K
|
-850
|
Closed
|
|
|
820
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
–
|
-$81K
|
-806
|
Closed
|
|
|
821
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
–
|
-$80K
|
-800
|
Closed
|
|
|
822
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
–
|
-$78K
|
-777
|
Closed
|
|
|
823
|
Childress Capital Advisors
Houston,
Texas
|
–
|
-$68K
|
-678
|
Closed
|
|
|
824
|
Contravisory Investment Management
Norwell,
Massachusetts
|
–
|
-$66K
|
-657
|
Closed
|
|
|
825
|
Merrion Investment Management
Cranford,
New Jersey
|
–
|
-$53K
|
-528
|
Closed
|
|
