|
1851
|
Fairhaven Wealth Management
Oak Brook,
Illinois
|
–
|
-$203K
|
-1,898
|
Closed
|
|
|
1852
|
Oak Harvest Investment Services
Houston,
Texas
|
–
|
-$202K
|
-1,887
|
Closed
|
|
|
1853
|
Middleton & Co
Boston,
Massachusetts
|
–
|
-$202K
|
-1,886
|
Closed
|
|
|
1854
|
Montecito Bank & Trust
Santa Barbara,
California
|
–
|
-$202K
|
-1,884
|
Closed
|
|
|
1855
|
Mengis Capital Management
Portland,
Oregon
|
–
|
-$201K
|
-1,883
|
Closed
|
|
|
1856
|
ASB Consultores
Aventura,
Florida
|
–
|
-$201K
|
-1,877
|
Closed
|
|
|
1857
|
1900 Wealth Management
San Antonio,
Texas
|
–
|
-$201K
|
-1,875
|
Closed
|
|
|
1858
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
–
|
-$201K
|
-1,871
|
Closed
|
|
|
1859
|
Roundview Capital
Princeton,
New Jersey
|
–
|
-$200K
|
-1,868
|
Closed
|
|
|
1860
|
180 Wealth Advisors
Federal Way,
Washington
|
–
|
-$202K
|
-1,846
|
Closed
|
|
|
1861
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
–
|
-$192K
|
-1,791
|
Closed
|
|
|
1862
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
–
|
-$168K
|
-1,569
|
Closed
|
|
|
1863
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
–
|
-$157K
|
-1,460
|
Closed
|
|
|
1864
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
–
|
-$155K
|
-1,448
|
Closed
|
|
|
1865
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
–
|
-$134K
|
-1,253
|
Closed
|
|
|
1866
|
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
|
–
|
-$120K
|
-1,123
|
Closed
|
|
|
1867
|
WFA of San Diego
San Diego,
California
|
–
|
-$104K
|
-972
|
Closed
|
|
|
1868
|
Rockbridge Investment Management
Syracuse,
New York
|
–
|
-$83.4K
|
-778
|
Closed
|
|
|
1869
|
Chilton Capital Management
Houston,
Texas
|
–
|
-$64K
|
-598
|
Closed
|
|
|
1870
|
Cascade Investment Advisors
Oregon City,
Oregon
|
–
|
-$57.4K
|
-535
|
Closed
|
|
|
1871
|
Spartan Planning & Wealth Management
Greensboro,
North Carolina
|
–
|
-$48K
|
-447
|
-100%
|
|
|
1872
|
Regency Capital Management
Honolulu,
Hawaii
|
–
|
-$43K
|
-400
|
Closed
|
|
|
1873
|
Fairfield, Bush & Co
Darien,
Connecticut
|
–
|
-$39K
|
-362
|
Closed
|
|
|
1874
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
–
|
-$33K
|
-305
|
Closed
|
|
|
1875
|
Prentice Wealth Management
Rochester,
New York
|
–
|
-$24K
|
-226
|
Closed
|
|
