|
176
|
Confluence Wealth Management
Portland,
Oregon
|
–
|
-$648K
|
-26,756
|
Closed
|
|
|
177
|
Stratos Wealth Partners
Beachwood,
Ohio
|
–
|
-$480K
|
-19,816
|
Closed
|
|
|
178
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
–
|
-$319K
|
-13,196
|
Closed
|
|
|
179
|
Legacy Wealth Planning
Reno,
Nevada
|
–
|
-$267K
|
-11,029
|
Closed
|
|
|
180
|
Linscomb Wealth
Houston,
Texas
|
–
|
-$261K
|
-10,785
|
Closed
|
|
|
181
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
–
|
-$256K
|
-10,564
|
Closed
|
|
|
182
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
–
|
-$256K
|
-10,564
|
Closed
|
|
|
183
|
Relative Value Partners Group
|
–
|
-$246K
|
-10,174
|
Closed
|
|
|
184
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
–
|
-$238K
|
-9,811
|
Closed
|
|
|
185
|
Donor Advised Charitable Giving
San Francisco,
California
|
–
|
-$215K
|
-8,863
|
Closed
|
|
|
186
|
Synovus Financial
Columbus,
Georgia
|
–
|
-$46K
|
-1,915
|
Closed
|
|
|
187
|
Golden State Wealth Management
Santa Ana,
California
|
–
|
-$21K
|
-850
|
Closed
|
|
|
188
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
–
|
-$21.5K
|
-823
|
Closed
|
|
|
189
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
–
|
-$15K
|
-622
|
Closed
|
|
|
190
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
–
|
-$15K
|
-601
|
Closed
|
|
|
191
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
–
|
-$10K
|
-421
|
Closed
|
|
|
192
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
–
|
-$2K
|
-72
|
Closed
|
|
|
193
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
–
|
-$1K
|
-42
|
Closed
|
|
|
194
|
Global Financial Private Capital
Sarasota,
Florida
|
–
|
-$1K
|
-33
|
Closed
|
|
|
195
|
Larson Financial Group
St Louis,
Missouri
|
–
|
+$157
|
+6
|
New
|
|
