|
301
|
Ironwood Investment Counsel
Scottsdale,
Arizona
|
–
|
-$270K
|
-6,750
|
Closed
|
|
|
302
|
Vanguard Personalized Indexing Management
Oakland,
California
|
–
|
-$239K
|
-6,177
|
Closed
|
|
|
303
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
–
|
-$237K
|
-5,916
|
Closed
|
|
|
304
|
Lido Advisors
Los Angeles,
California
|
–
|
-$230K
|
-5,751
|
Closed
|
|
|
305
|
Congress Wealth Management
Boston,
Massachusetts
|
–
|
-$226K
|
-5,650
|
Closed
|
|
|
306
|
Mercer Global Advisors
Denver,
Colorado
|
–
|
-$216K
|
-5,394
|
Closed
|
|
|
307
|
Crossmark Global Holdings
Houston,
Texas
|
–
|
-$206K
|
-5,152
|
Closed
|
|
|
308
|
Schulhoff & Co
Cincinnati,
Ohio
|
–
|
-$200K
|
-5,000
|
Closed
|
|
|
309
|
S&CO Inc
Boston,
Massachusetts
|
–
|
-$200K
|
-5,000
|
Closed
|
|
|
310
|
Allspring Global Investments
Charlotte,
North Carolina
|
–
|
-$192K
|
-4,801
|
Closed
|
|
|
311
|
Innealta Capital
Austin,
Texas
|
–
|
-$92.7K
|
-2,317
|
Closed
|
|
|
312
|
Summit Securities Group
New York
|
–
|
-$90K
|
-2,248
|
Closed
|
|
|
313
|
|
–
|
-$84K
|
-2,100
|
Closed
|
|
|
314
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
–
|
-$12K
|
-300
|
Closed
|
|
|
315
|
Bessemer Group
Woodbridge,
New Jersey
|
–
|
-$9K
|
-243
|
Closed
|
|
|
316
|
Asset Dedication LLC
San Francisco,
California
|
–
|
-$8K
|
-200
|
Closed
|
|
|
317
|
Wetzel Investment Advisors
Indianapolis,
Indiana
|
–
|
-$6.64K
|
-132
|
Closed
|
|
|
318
|
UMB Bank
Kansas City,
Missouri
|
–
|
-$3.32K
|
-83
|
Closed
|
|
|
319
|
Westend Capital Management
Sausalito,
California
|
–
|
-$2.81K
|
-80
|
Closed
|
|
|
320
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
–
|
-$1.88K
|
-47
|
Closed
|
|
|
321
|
Hemington Wealth Management
Falls Church,
Virginia
|
–
|
+$316
|
+9
|
New
|
|
