|
351
|
Fiduciary Planning
Englewood,
Florida
|
–
|
-$635K
|
-5,350
|
Closed
|
|
|
352
|
International Assets Investment Management
Orlando,
Florida
|
–
|
-$311K
|
-4,159
|
Closed
|
|
|
353
|
Insight Wealth Strategies
San Ramon,
California
|
–
|
-$352K
|
-2,966
|
Closed
|
|
|
354
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
–
|
-$284K
|
-2,392
|
Closed
|
|
|
355
|
Cooper Financial Group
Irvine,
California
|
–
|
-$275K
|
-2,320
|
Closed
|
|
|
356
|
Slow Capital
Greenbrae,
California
|
–
|
-$227K
|
-1,915
|
Closed
|
|
|
357
|
Sightline Wealth Advisors
Groton,
Connecticut
|
–
|
-$221K
|
-1,860
|
Closed
|
|
|
358
|
Archford Capital Strategies
Swansea,
Illinois
|
–
|
-$200K
|
-1,690
|
Closed
|
|
|
359
|
Barclays
London,
United Kingdom
|
–
|
-$159K
|
-1,340
|
Closed
|
|
|
360
|
Liberty Wealth Management
Oakland,
California
|
–
|
-$99K
|
-834
|
Closed
|
|
|
361
|
Vigilant Capital Management
Portland,
Maine
|
–
|
-$80K
|
-674
|
Closed
|
|
|
362
|
Firestone Capital Management
Coral Gables,
Florida
|
–
|
-$69K
|
-590
|
Closed
|
|
|
363
|
Ranch Capital Advisors
Sarasota,
Florida
|
–
|
-$59K
|
-500
|
Closed
|
|
|
364
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
–
|
-$22K
|
-186
|
Closed
|
|
|
365
|
Bartlett & Co
Cincinnati,
Ohio
|
–
|
-$18K
|
-148
|
Closed
|
|
|
366
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
–
|
-$17.6K
|
-148
|
Closed
|
|
|
367
|
Carroll Financial Associates
Charlotte,
North Carolina
|
–
|
-$13K
|
-111
|
Closed
|
|
|
368
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
–
|
-$12K
|
-100
|
Closed
|
|
|
369
|
Reilly Financial Advisors
La Mesa,
California
|
–
|
-$8K
|
-69
|
Closed
|
|
|
370
|
RPG Investment Advisory
Pleasanton,
California
|
–
|
-$5K
|
-41
|
Closed
|
|
|
371
|
Ironwood Financial
Tucson,
Arizona
|
–
|
-$3K
|
-27
|
Closed
|
|
|
372
|
Capital Asset Advisory Services
Williamston,
Michigan
|
–
|
-$1K
|
-10
|
Closed
|
|
|
373
|
Activest Wealth Management
Aventure,
Florida
|
–
|
+$260
|
+2
|
New
|
|
