|
326
|
Asset Dedication LLC
San Francisco,
California
|
$2K
|
+$2.12K
|
+25
|
New
|
|
|
327
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
328
|
Polaris Wealth Advisory Group
San Rafael,
California
|
–
|
-$28.6M
|
-326,079
|
Closed
|
|
|
329
|
|
–
|
-$23.2M
|
-264,568
|
Closed
|
|
|
330
|
Virtu KCG Holdings
New York
|
–
|
-$11.6M
|
-132,179
|
Closed
|
|
|
331
|
Jackson Wealth Management
Lake Mary,
Florida
|
–
|
-$7.31M
|
-83,898
|
Closed
|
|
|
332
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
–
|
-$3.29M
|
-37,583
|
Closed
|
|
|
333
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
–
|
-$968K
|
-11,045
|
Closed
|
|
|
334
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
–
|
-$536K
|
-6,116
|
Closed
|
|
|
335
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
-$464K
|
-5,286
|
Closed
|
|
|
336
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
–
|
-$438K
|
-5,000
|
Closed
|
|
|
337
|
Oarsman Capital
Milwaukee,
Wisconsin
|
–
|
-$426K
|
-4,855
|
Closed
|
|
|
338
|
Sanders Morris Harris
Houston,
Texas
|
–
|
-$386K
|
-4,394
|
Closed
|
|
|
339
|
SteelBridge Private Wealth Advisors
Naples,
Florida
|
–
|
-$339K
|
-3,867
|
Closed
|
|
|
340
|
Truepoint Inc
Cincinnati,
Ohio
|
–
|
-$324K
|
-3,693
|
Closed
|
|
|
341
|
WealthSource Partners
San Luis Obispo,
California
|
–
|
-$312K
|
-3,561
|
Closed
|
|
|
342
|
CIBC World Market
Toronto,
Ontario, Canada
|
–
|
-$272K
|
-3,105
|
Closed
|
|
|
343
|
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
|
–
|
-$220K
|
-2,507
|
Closed
|
|
|
344
|
AllianceBernstein
Nashville,
Tennessee
|
–
|
-$219K
|
-2,500
|
Closed
|
|
|
345
|
Essex Financial Services
Essex,
Connecticut
|
–
|
-$211K
|
-2,412
|
Closed
|
|
|
346
|
Kissinger Financial Services
Hunt Valley,
Maryland
|
–
|
-$207K
|
-2,365
|
Closed
|
|
|
347
|
Lincoln National Corp
Radnor,
Pennsylvania
|
–
|
-$202K
|
-2,307
|
Closed
|
|
|
348
|
Mirador Capital Partners
Pleasanton,
California
|
–
|
-$200K
|
-2,276
|
Closed
|
|
|
349
|
Klingman & Associates
New York
|
–
|
-$188K
|
-2,147
|
Closed
|
|
|
350
|
St. Johns Investment Management
Jacksonville,
Florida
|
–
|
-$110K
|
-1,260
|
Closed
|
|
