|
801
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
–
|
-$69K
|
-5,800
|
Closed
|
|
|
802
|
Cutler Group
San Francisco,
California
|
–
|
-$72.6K
|
-5,240
|
Closed
|
|
|
803
|
Clean Yield Group
Norwich,
Vermont
|
–
|
-$38K
|
-3,200
|
Closed
|
|
|
804
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
–
|
-$28K
|
-2,422
|
Closed
|
|
|
805
|
Perigon Wealth Management
San Francisco,
California
|
–
|
-$26K
|
-2,219
|
Closed
|
|
|
806
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
–
|
-$23K
|
-2,000
|
Closed
|
|
|
807
|
Safeguard Investment Advisory Group
Corona,
California
|
–
|
-$22K
|
-1,897
|
Closed
|
|
|
808
|
Pathstone Family Office
Englewood,
New Jersey
|
–
|
-$16K
|
-1,315
|
Closed
|
|
|
809
|
First Trust Direct Indexing
Boston,
Massachusetts
|
–
|
-$15K
|
-1,250
|
Closed
|
|
|
810
|
Childress Capital Advisors
Houston,
Texas
|
–
|
-$13K
|
-1,070
|
Closed
|
|
|
811
|
Legacy Bridge
West Des Moines,
Iowa
|
–
|
-$8K
|
-650
|
Closed
|
|
|
812
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
–
|
-$7K
|
-622
|
Closed
|
|
|
813
|
Savior LLC
Wellesley Hills,
Massachusetts
|
–
|
-$6K
|
-500
|
Closed
|
|
|
814
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
–
|
-$5K
|
-328
|
Closed
|
|
|
815
|
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
|
–
|
-$2K
|
-200
|
Closed
|
|
|
816
|
|
–
|
-$2K
|
-143
|
Closed
|
|
|
817
|
Heritage Wealth Advisors
Richmond,
Virginia
|
–
|
-$1K
|
-120
|
Closed
|
|
|
818
|
Altus Wealth Group
Colorado Springs,
Colorado
|
–
|
-$1K
|
-100
|
Closed
|
|
|
819
|
Financial Enhancement Group
Anderson,
Indiana
|
–
|
-$1K
|
-100
|
Closed
|
|
|
820
|
Lee Financial
Dallas,
Texas
|
–
|
-$429
|
-31
|
-97%
|
|
