|
1201
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
–
|
-$259K
|
-11,812
|
Closed
|
|
|
1202
|
Keystone Financial Services (Colorado)
Loveland,
Colorado
|
–
|
-$251K
|
-11,431
|
Closed
|
|
|
1203
|
IronBridge Private Wealth
Austin,
Texas
|
–
|
-$246K
|
-11,190
|
Closed
|
|
|
1204
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
–
|
-$262K
|
-11,000
|
Closed
|
|
|
1205
|
Washington Trust Bank
Spokane,
Washington
|
–
|
-$234K
|
-10,672
|
Closed
|
|
|
1206
|
Clal Insurance
Tel-Aviv,
Israel
|
–
|
-$233K
|
-10,600
|
Closed
|
|
|
1207
|
ACG Wealth
Atlanta,
Georgia
|
–
|
-$231K
|
-10,532
|
Closed
|
|
|
1208
|
Sage Investment Advisers
Wappingers Falls,
New York
|
–
|
-$224K
|
-10,180
|
Closed
|
|
|
1209
|
Augustine Asset Management
Jacksonville,
Florida
|
–
|
-$223K
|
-10,150
|
Closed
|
|
|
1210
|
HSBC Holdings
London,
United Kingdom
|
–
|
-$204K
|
-9,300
|
Closed
|
|
|
1211
|
Carret Asset Management
New York
|
–
|
-$204K
|
-9,290
|
Closed
|
|
|
1212
|
RGT Wealth Advisors
Dallas,
Texas
|
–
|
-$160K
|
-7,263
|
Closed
|
|
|
1213
|
Barnett & Company
Chattanooga,
Tennessee
|
–
|
-$155K
|
-7,053
|
Closed
|
|
|
1214
|
KRS Capital Management
Bloomfield,
Michigan
|
–
|
-$144K
|
-6,580
|
Closed
|
|
|
1215
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
–
|
-$132K
|
-6,018
|
Closed
|
|
|
1216
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
–
|
-$98K
|
-4,497
|
Closed
|
|
|
1217
|
TAP Consulting
Kirkwood,
Missouri
|
–
|
-$91K
|
-4,147
|
Closed
|
|
|
1218
|
Trust Company of Vermont
Brattleboro,
Vermont
|
–
|
-$87K
|
-3,977
|
Closed
|
|
|
1219
|
Signet Financial Management
Parsippany,
New Jersey
|
–
|
-$77K
|
-3,528
|
Closed
|
|
|
1220
|
Eagle Bay Advisors
New York
|
–
|
-$77K
|
-3,500
|
Closed
|
|
|
1221
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
–
|
-$66K
|
-3,010
|
Closed
|
|
|
1222
|
Truvestments Capital
Sarasota,
Florida
|
–
|
-$55K
|
-2,499
|
Closed
|
|
|
1223
|
Investmark Advisory Group
Shelton,
Connecticut
|
–
|
-$50K
|
-2,282
|
Closed
|
|
|
1224
|
Mystic Asset Management
Warwick,
Rhode Island
|
–
|
-$43K
|
-2,000
|
Closed
|
|
|
1225
|
TFO Wealth Partners
Maumee,
Ohio
|
–
|
-$32K
|
-1,500
|
Closed
|
|
