|
951
|
PDS Planning
Dublin,
Ohio
|
–
|
-$228K
|
-347
|
Closed
|
|
|
952
|
|
–
|
-$226K
|
-344
|
Closed
|
|
|
953
|
9258 Wealth Management
Blue Ash,
Ohio
|
–
|
-$220K
|
-334
|
Closed
|
|
|
954
|
Intrua Financial
Houston,
Texas
|
–
|
-$219K
|
-334
|
Closed
|
|
|
955
|
Peconic Partners
New York
|
–
|
-$217K
|
-330
|
Closed
|
|
|
956
|
NewEdge Advisors
New Orleans,
Louisiana
|
–
|
-$215K
|
-327
|
Closed
|
|
|
957
|
Cypress Asset Management
Houston,
Texas
|
–
|
-$213K
|
-324
|
Closed
|
|
|
958
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
–
|
-$212K
|
-323
|
Closed
|
|
|
959
|
Aveo Capital Partners
Englewood,
Colorado
|
–
|
-$211K
|
-321
|
Closed
|
|
|
960
|
MJP Associates
Farmington,
Connecticut
|
–
|
-$209K
|
-319
|
Closed
|
|
|
961
|
Boston Common Asset Management
Boston,
Massachusetts
|
–
|
-$208K
|
-317
|
Closed
|
|
|
962
|
Wexford Capital
West Palm Beach,
Florida
|
–
|
-$208K
|
-316
|
Closed
|
|
|
963
|
Becker Capital Management
Portland,
Oregon
|
–
|
-$206K
|
-313
|
Closed
|
|
|
964
|
Personal CFO Solutions
Chester,
New Jersey
|
–
|
-$205K
|
-312
|
Closed
|
|
|
965
|
|
–
|
-$203K
|
-309
|
Closed
|
|
|
966
|
Veracity Capital
Atlanta,
Georgia
|
–
|
-$202K
|
-307
|
Closed
|
|
|
967
|
Curi Wealth Management
Raleigh,
North Carolina
|
–
|
-$125K
|
-191
|
Closed
|
|
|
968
|
Concord Wealth Partners
Abingdon,
Virginia
|
–
|
-$119K
|
-181
|
Closed
|
|
|
969
|
CX Institutional
Auburn,
Indiana
|
–
|
-$108K
|
-165
|
Closed
|
|
|
970
|
|
–
|
-$104K
|
-158
|
Closed
|
|
|
971
|
Venture Visionary Partners
Sylvania,
Ohio
|
–
|
-$59.8K
|
-91
|
Closed
|
|
|
972
|
Better Money Decisions
Santa Fe,
New Mexico
|
–
|
-$36K
|
-55
|
Closed
|
|
|
973
|
|
–
|
-$28.7K
|
-44
|
Closed
|
|
|
974
|
Heritage Financial Services
Westwood,
Massachusetts
|
–
|
-$28K
|
-43
|
Closed
|
|
|
975
|
CoreCap Advisors
Southfield,
Michigan
|
–
|
-$25K
|
-38
|
Closed
|
|
