|
626
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
–
|
-$86K
|
-3,443
|
Closed
|
|
|
627
|
Siena Capital
Cincinnati,
Ohio
|
–
|
-$68K
|
-2,711
|
Closed
|
|
|
628
|
GHP Investment Advisors
Denver,
Colorado
|
–
|
-$38K
|
-1,539
|
Closed
|
|
|
629
|
Lloyd Advisory Services
Suwanee,
Georgia
|
–
|
-$31K
|
-1,263
|
Closed
|
|
|
630
|
Gemmer Asset Management
Walnut Creek,
California
|
–
|
-$30K
|
-1,239
|
Closed
|
|
|
631
|
Focused Wealth Management
Newburgh,
New York
|
–
|
-$29K
|
-1,170
|
Closed
|
|
|
632
|
Choate Investment Advisors
Boston,
Massachusetts
|
–
|
-$26K
|
-1,035
|
Closed
|
|
|
633
|
WhitTier Trust Company
Reno,
Nevada
|
–
|
-$20K
|
-805
|
Closed
|
|
|
634
|
Meeder Asset Management
Dublin,
Ohio
|
–
|
-$18K
|
-729
|
Closed
|
|
|
635
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
–
|
-$18K
|
-726
|
Closed
|
|
|
636
|
Future Financial Wealth Management
Cincinnati,
Ohio
|
–
|
-$13K
|
-535
|
Closed
|
|
|
637
|
Clean Yield Group
Norwich,
Vermont
|
–
|
-$12K
|
-477
|
Closed
|
|
|
638
|
Clear Perspectives Financial Planning
Cincinnati,
Ohio
|
–
|
-$10K
|
-414
|
Closed
|
|
|
639
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
–
|
-$10K
|
-389
|
Closed
|
|
|
640
|
Westside Investment Management
Santa Monica,
California
|
–
|
-$9
|
-385
|
Closed
|
|
|
641
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
–
|
-$8K
|
-314
|
Closed
|
|
|
642
|
GoalVest Advisory
New York
|
–
|
-$6K
|
-232
|
Closed
|
|
|
643
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
–
|
-$3K
|
-120
|
Closed
|
|
|
644
|
EPG Wealth Management
Atlanta,
Georgia
|
–
|
-$3K
|
-117
|
Closed
|
|
|
645
|
First Command Advisory Services
Fort Worth,
Texas
|
–
|
-$2.26K
|
-94
|
-94%
|
|
|
646
|
Retirement Group
San Diego,
California
|
–
|
-$2K
|
-76
|
Closed
|
|
|
647
|
|
–
|
-$1K
|
-47
|
Closed
|
|
|
648
|
Hexagon Capital Partners
Rogers,
Arkansas
|
–
|
-$1K
|
-45
|
Closed
|
|
|
649
|
Sandy Spring Bank
Olney,
Maryland
|
–
|
-$1K
|
-27
|
Closed
|
|
|
650
|
BOK Financial Private Wealth
Denver,
Colorado
|
–
|
+$72
|
+3
|
New
|
|
