|
701
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
–
|
-$207K
|
-904
|
Closed
|
|
|
702
|
Root Financial Partners
Encinitas,
California
|
–
|
-$159K
|
-698
|
Closed
|
|
|
703
|
Acadian Asset Management
Boston,
Massachusetts
|
–
|
-$48K
|
-214
|
Closed
|
|
|
704
|
Wealth Preservation Advisors
Chattanooga,
Tennessee
|
–
|
-$39.1K
|
-171
|
Closed
|
|
|
705
|
Innovative Asset Advisors Group
Shelton,
Connecticut
|
–
|
-$28.8K
|
-126
|
Closed
|
|
|
706
|
Wall Street Financial Group
Carlinville,
Illinois
|
–
|
-$18.3K
|
-80
|
Closed
|
|
|
707
|
Meramec Financial Planners
Saint Louis,
Missouri
|
–
|
-$15.1K
|
-61
|
Closed
|
|
|
708
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
–
|
-$11.9K
|
-52
|
Closed
|
|
|
709
|
Forum Finance Group
Geneva,
|
–
|
-$9K
|
-50
|
Closed
|
|
|
710
|
CX Institutional
Auburn,
Indiana
|
–
|
-$10K
|
-45
|
Closed
|
|
|
711
|
Timothy G. Youngquist 2020 Irrevocable Trust
Fort Myers,
Florida
|
–
|
-$8.68K
|
-38
|
Closed
|
|
|
712
|
Bayban
Bayport,
Minnesota
|
–
|
-$7.08K
|
-31
|
Closed
|
|
|
713
|
Kemnay Advisory Services
New York
|
–
|
-$6.85K
|
-30
|
Closed
|
|
|
714
|
Sachetta
Lynnfield,
Massachusetts
|
–
|
-$5.26K
|
-23
|
Closed
|
|
|
715
|
Geneos Wealth Management
Englewood,
Colorado
|
–
|
-$2.74K
|
-12
|
Closed
|
|
|
716
|
NBC Securities
Birmingham,
Alabama
|
–
|
-$1.6K
|
-7
|
Closed
|
|
|
717
|
Vermillion Wealth Management
Rosemount,
Minnesota
|
–
|
-$1.14K
|
-5
|
Closed
|
|
|
718
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
–
|
-$914
|
-4
|
Closed
|
|
|
719
|
Bogart Wealth LLC
Mclean,
Virginia
|
–
|
-$457
|
-2
|
Closed
|
|
|
720
|
Curio Wealth
Annapolis,
Maryland
|
–
|
-$457
|
-2
|
Closed
|
|
|
721
|
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
–
|
-$229
|
-1
|
Closed
|
|
|
722
|
Strategic Wealth Partners
Independence,
Ohio
|
–
|
-$192
|
-1
|
Closed
|
|
|
723
|
CKW Financial Group
Honolulu,
Hawaii
|
–
|
+$431
|
+2
|
New
|
|
