|
1301
|
Proficio Capital Partners
Newton,
Massachusetts
|
–
|
-$343K
|
-7,837
|
Closed
|
|
|
1302
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
–
|
-$327K
|
-7,484
|
Closed
|
|
|
1303
|
Consilium Wealth Advisory
Richardson,
Texas
|
–
|
-$326K
|
-7,444
|
Closed
|
|
|
1304
|
Triumph Capital Management
Denver,
Colorado
|
–
|
-$324K
|
-7,409
|
Closed
|
|
|
1305
|
Robertson Stephens Wealth Management
San Francisco,
California
|
–
|
-$323K
|
-7,400
|
Closed
|
|
|
1306
|
Leo Brokerage
Hurst,
Texas
|
–
|
-$317K
|
-7,242
|
Closed
|
|
|
1307
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
–
|
-$313K
|
-7,153
|
Closed
|
|
|
1308
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
–
|
-$310K
|
-7,089
|
Closed
|
|
|
1309
|
Aljian Capital Management
Carson City,
Nevada
|
–
|
-$312K
|
-7,060
|
Closed
|
|
|
1310
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
–
|
-$307K
|
-7,020
|
Closed
|
|
|
1311
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
–
|
-$296K
|
-6,756
|
Closed
|
|
|
1312
|
WealthShield Partners
Cary,
North Carolina
|
–
|
-$285K
|
-6,505
|
Closed
|
|
|
1313
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
–
|
-$283K
|
-6,469
|
Closed
|
|
|
1314
|
US Financial Advisors
Braintree,
Massachusetts
|
–
|
-$279K
|
-6,374
|
Closed
|
|
|
1315
|
V Wealth Advisors
Overland Park,
Kansas
|
–
|
-$271K
|
-6,199
|
Closed
|
|
|
1316
|
Allen Mooney & Barnes Investment Advisors
Thomasville,
Georgia
|
–
|
-$271K
|
-6,196
|
Closed
|
|
|
1317
|
KCM Investment Advisors
Greenbrae,
California
|
–
|
-$267K
|
-6,105
|
Closed
|
|
|
1318
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
–
|
-$266K
|
-6,089
|
Closed
|
|
|
1319
|
John G. Ullman & Associates
Corning,
New York
|
–
|
-$265K
|
-6,050
|
Closed
|
|
|
1320
|
KG&L Capital Management
Saint Francisville,
Louisiana
|
–
|
-$264K
|
-6,035
|
Closed
|
|
|
1321
|
Fayez Sarofim & Co
Houston,
Texas
|
–
|
-$264K
|
-6,031
|
Closed
|
|
|
1322
|
CRA Financial Services
Northfield,
New Jersey
|
–
|
-$262K
|
-5,979
|
Closed
|
|
|
1323
|
NTB Financial
Centennial,
Colorado
|
–
|
-$261K
|
-5,971
|
Closed
|
|
|
1324
|
|
–
|
-$259K
|
-5,924
|
Closed
|
|
|
1325
|
Old Port Advisors
Portland,
Maine
|
–
|
-$253K
|
-5,883
|
Closed
|
|
