|
226
|
Oxford Financial Group
Carmel,
Indiana
|
–
|
-$57K
|
-10,141
|
Closed
|
|
|
227
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
–
|
-$17K
|
-3,028
|
Closed
|
|
|
228
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
–
|
-$17K
|
-3,000
|
Closed
|
|
|
229
|
Liberty Wealth Management
Oakland,
California
|
–
|
-$11K
|
-2,000
|
Closed
|
|
|
230
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
–
|
-$8K
|
-1,500
|
Closed
|
|
|
231
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
–
|
-$4.5K
|
-900
|
-90%
|
|
|
232
|
Rockbridge Investment Management
Syracuse,
New York
|
–
|
-$4K
|
-750
|
Closed
|
|
|
233
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
–
|
-$3K
|
-500
|
Closed
|
|
|
234
|
Tradition Wealth Management
Edina,
Minnesota
|
–
|
-$3K
|
-470
|
Closed
|
|
|
235
|
RPG Investment Advisory
Pleasanton,
California
|
–
|
-$2K
|
-400
|
Closed
|
|
|
236
|
Firestone Capital Management
Coral Gables,
Florida
|
–
|
-$2K
|
-275
|
Closed
|
|
|
237
|
MCF Advisors
Covington,
Kentucky
|
–
|
-$1K
|
-200
|
Closed
|
|
|
238
|
Allworth Financial
Folsom,
California
|
–
|
-$1K
|
-110
|
Closed
|
|
|
239
|
Toth Financial Advisory
Leesburg,
Virginia
|
–
|
-$1K
|
-100
|
Closed
|
|
|
240
|
AssetMark Inc
Concord,
California
|
–
|
+$5
|
+1
|
New
|
|
|
241
|
Larson Financial Group
St Louis,
Missouri
|
–
|
+$220
|
+44
|
New
|
|
|
242
|
|
–
|
+$270
|
+54
|
New
|
|
|
243
|
Huntington National Bank
Columbus,
Ohio
|
–
|
+$575
|
+115
|
New
|
|
|
244
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
–
|
+$600
|
+120
|
New
|
|
|
245
|
Snowden Capital Advisors
New York
|
–
|
+$625
|
+125
|
New
|
|
|
246
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
–
|
+$1.26K
|
+252
|
New
|
|
