|
1801
|
AJ Wealth Strategies
New York
|
–
|
-$210K
|
-3,268
|
Closed
|
|
|
1802
|
Trek Financial
Scottsdale,
Arizona
|
–
|
-$210K
|
-3,266
|
Closed
|
|
|
1803
|
Advisory Resource Group
Tulsa,
Oklahoma
|
–
|
-$210K
|
-3,265
|
Closed
|
|
|
1804
|
Prentice Wealth Management
Rochester,
New York
|
–
|
-$210K
|
-3,265
|
Closed
|
|
|
1805
|
Berger Financial Group
Plymouth,
Minnesota
|
–
|
-$208K
|
-3,233
|
Closed
|
|
|
1806
|
Day & Ennis
Macon,
Georgia
|
–
|
-$207K
|
-3,225
|
Closed
|
|
|
1807
|
Retirement Capital Strategies
San Jose,
California
|
–
|
-$207K
|
-3,220
|
Closed
|
|
|
1808
|
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
–
|
-$206K
|
-3,213
|
Closed
|
|
|
1809
|
PDS Planning
Dublin,
Ohio
|
–
|
-$206K
|
-3,212
|
Closed
|
|
|
1810
|
Monument Capital Management
Alexandria,
Virginia
|
–
|
-$206K
|
-3,209
|
Closed
|
|
|
1811
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
–
|
-$206K
|
-3,204
|
Closed
|
|
|
1812
|
Check Capital Management
Costa Mesa,
California
|
–
|
-$205K
|
-3,199
|
Closed
|
|
|
1813
|
Shapiro Capital Management
Atlanta,
Georgia
|
–
|
-$205K
|
-3,199
|
Closed
|
|
|
1814
|
US Financial Advisors
Braintree,
Massachusetts
|
–
|
-$204K
|
-3,185
|
Closed
|
|
|
1815
|
Wells Trecaso Financial Group
Akron,
Ohio
|
–
|
-$204K
|
-3,172
|
Closed
|
|
|
1816
|
Asset Management Group
Stamford,
Connecticut
|
–
|
-$203K
|
-3,164
|
Closed
|
|
|
1817
|
Shulman DeMeo Asset Management
Lake Success,
New York
|
–
|
-$203K
|
-3,164
|
Closed
|
|
|
1818
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
–
|
-$203K
|
-3,162
|
Closed
|
|
|
1819
|
New Jersey Better Educational Savings Trust
Trenton,
New Jersey
|
–
|
-$202K
|
-3,149
|
Closed
|
|
|
1820
|
Capital Asset Advisory Services
Williamston,
Michigan
|
–
|
-$201K
|
-3,124
|
Closed
|
|
|
1821
|
Verus Financial Partners
Richmond,
Virginia
|
–
|
-$202K
|
-3,119
|
Closed
|
|
|
1822
|
Bedell Frazier Investment Counselling
Walnut Creek,
California
|
–
|
-$200K
|
-3,111
|
Closed
|
|
|
1823
|
|
–
|
-$206K
|
-3,035
|
Closed
|
|
|
1824
|
IBEX Wealth Advisors
Bedminster,
New Jersey
|
–
|
-$172K
|
-2,679
|
Closed
|
|
|
1825
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
–
|
-$125K
|
-1,941
|
Closed
|
|
