|
801
|
Welch & Forbes
Boston,
Massachusetts
|
–
|
-$205K
|
-9,000
|
Closed
|
|
|
802
|
Horizon Investments
Charlotte,
North Carolina
|
–
|
-$204K
|
-8,990
|
Closed
|
|
|
803
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
–
|
-$200K
|
-8,815
|
Closed
|
|
|
804
|
Community Bank
Dewitt,
New York
|
–
|
-$159K
|
-7,000
|
Closed
|
|
|
805
|
Banco de Sabadell
Miami,
Florida
|
–
|
-$136K
|
-6,000
|
Closed
|
|
|
806
|
Corrado Advisors
Ramsey,
New Jersey
|
–
|
-$114K
|
-5,000
|
Closed
|
|
|
807
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
–
|
-$103K
|
-4,508
|
Closed
|
|
|
808
|
Kavar Capital Partners Group
Leawood,
Kansas
|
–
|
-$98K
|
-4,289
|
Closed
|
|
|
809
|
Squar Milner Financial Services
Irvine,
California
|
–
|
-$81K
|
-3,576
|
Closed
|
|
|
810
|
Camarda Financial Advisors
Fleming Island,
Florida
|
–
|
-$76K
|
-3,349
|
Closed
|
|
|
811
|
Dougherty Wealth Advisers
Wayzata,
Minnesota
|
–
|
-$45K
|
-2,000
|
Closed
|
|
|
812
|
Private Ocean
San Rafael,
California
|
–
|
-$45K
|
-2,000
|
Closed
|
|
|
813
|
First Personal Financial Services
Charlotte,
North Carolina
|
–
|
-$33K
|
-1,436
|
Closed
|
|
|
814
|
Meridian Wealth Management
Lexington,
Kentucky
|
–
|
-$31.7K
|
-1,393
|
Closed
|
|
|
815
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
–
|
-$23K
|
-1,008
|
Closed
|
|
|
816
|
Paragon Capital Management (Kansas)
Overland Park,
Kansas
|
–
|
-$23K
|
-1,000
|
Closed
|
|
|
817
|
YorkBridge Wealth Partners
New York
|
–
|
-$21K
|
-922
|
Closed
|
|
|
818
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
–
|
-$19K
|
-840
|
Closed
|
|
|
819
|
TCG Advisors
Austin,
Texas
|
–
|
-$19K
|
-830
|
Closed
|
|
|
820
|
MKD Wealth Coaches
Troy,
Michigan
|
–
|
-$17K
|
-745
|
Closed
|
|
|
821
|
Proficio Capital Partners
Newton,
Massachusetts
|
–
|
-$15K
|
-667
|
Closed
|
|
|
822
|
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
–
|
-$10K
|
-455
|
Closed
|
|
|
823
|
Next Capital Management
New York
|
–
|
-$9K
|
-392
|
Closed
|
|
|
824
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
–
|
-$7K
|
-300
|
Closed
|
|
|
825
|
G&S Capital
Denver,
Colorado
|
–
|
-$6K
|
-250
|
Closed
|
|
