|
301
|
Oder Investment Management
Woodland Hills,
California
|
–
|
-$2.77M
|
-127,168
|
Closed
|
|
|
302
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$1.35M
|
-61,905
|
Closed
|
|
|
303
|
Simplicity Solutions
Minneapolis,
Minnesota
|
–
|
-$969K
|
-44,533
|
Closed
|
|
|
304
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
–
|
-$863K
|
-39,685
|
Closed
|
|
|
305
|
Bank of New York Mellon
New York
|
–
|
-$224K
|
-10,305
|
Closed
|
|
|
306
|
Robertson Stephens Wealth Management
San Francisco,
California
|
–
|
-$216K
|
-9,964
|
Closed
|
|
|
307
|
Creative Planning
Overland Park,
Kansas
|
–
|
-$215K
|
-9,877
|
Closed
|
|
|
308
|
RDA Financial Network
Akron,
Iowa
|
–
|
-$200K
|
-9,209
|
Closed
|
|
|
309
|
Capstone Triton Financial Group
Oklahoma City,
Oklahoma
|
–
|
-$184K
|
-8,476
|
Closed
|
|
|
310
|
Orion Capital Management
Coronado,
California
|
–
|
-$162K
|
-7,462
|
Closed
|
|
|
311
|
Brown Brothers Harriman & Co
New York
|
–
|
-$130K
|
-5,978
|
Closed
|
|
|
312
|
EP Wealth Advisors
Torrance,
California
|
–
|
-$123K
|
-5,677
|
Closed
|
|
|
313
|
Laffer Tengler Investments
Nashville,
Tennessee
|
–
|
-$95.7K
|
-4,400
|
Closed
|
|
|
314
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$75K
|
-3,450
|
Closed
|
|
|
315
|
Bison Wealth
Atlanta,
Georgia
|
–
|
-$37K
|
-1,724
|
Closed
|
|
|
316
|
IFS Advisors
Overland Park,
Kansas
|
–
|
-$32K
|
-1,503
|
Closed
|
|
|
317
|
Caldwell Trust
Venice,
Florida
|
–
|
-$21.8K
|
-1,000
|
Closed
|
|
|
318
|
Lee Financial
Dallas,
Texas
|
–
|
-$22K
|
-1,000
|
Closed
|
|
|
319
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
–
|
-$14K
|
-629
|
Closed
|
|
|
320
|
Marquette Asset Management
Minneapolis,
Minnesota
|
–
|
-$13K
|
-590
|
Closed
|
|
|
321
|
Quadrant Capital Group
Cincinnati,
Ohio
|
–
|
-$6K
|
-272
|
Closed
|
|
|
322
|
Clean Yield Group
Norwich,
Vermont
|
–
|
-$5K
|
-240
|
Closed
|
|
|
323
|
Bartlett & Co
Cincinnati,
Ohio
|
–
|
-$4K
|
-205
|
Closed
|
|
|
324
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
–
|
-$4.46K
|
-205
|
Closed
|
|
|
325
|
Lloyd Advisory Services
Suwanee,
Georgia
|
–
|
-$1K
|
-39
|
Closed
|
|
