|
176
|
GYL Financial Synergies
West Hartford,
Connecticut
|
–
|
-$501K
|
-16,990
|
Closed
|
|
|
177
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
–
|
-$417K
|
-14,122
|
Closed
|
|
|
178
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
–
|
-$402K
|
-13,648
|
Closed
|
|
|
179
|
ERn Financial LLC
Middleton,
Wisconsin
|
–
|
-$350K
|
-11,872
|
Closed
|
|
|
180
|
Prospera Financial Services
Dallas,
Texas
|
–
|
-$331K
|
-11,220
|
Closed
|
|
|
181
|
Coldstream Capital Management
Bellevue,
Washington
|
–
|
-$314K
|
-10,634
|
Closed
|
|
|
182
|
Partnervest Advisory Services
Santa Barbara,
California
|
–
|
-$313K
|
-10,600
|
Closed
|
|
|
183
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
–
|
-$308K
|
-10,444
|
Closed
|
|
|
184
|
Continuum Advisory
Eagle,
Idaho
|
–
|
-$217K
|
-7,360
|
Closed
|
|
|
185
|
Aspiriant LLC
Los Angeles,
California
|
–
|
-$216K
|
-7,326
|
Closed
|
|
|
186
|
Level Four Advisory Services
Dallas,
Texas
|
–
|
-$215K
|
-7,296
|
Closed
|
|
|
187
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
–
|
-$201K
|
-6,806
|
Closed
|
|
|
188
|
Realta Investment Advisors
Wilmington,
Delaware
|
–
|
-$148K
|
-5,000
|
Closed
|
|
|
189
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
–
|
-$133K
|
-4,500
|
Closed
|
|
|
190
|
Atwood & Palmer
Kansas City,
Missouri
|
–
|
-$62K
|
-2,104
|
Closed
|
|
|
191
|
Personal Wealth Partners
Bloomington,
Minnesota
|
–
|
-$41K
|
-1,400
|
Closed
|
|
|
192
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
–
|
-$31K
|
-1,062
|
Closed
|
|
|
193
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
–
|
-$18K
|
-608
|
Closed
|
|
|
194
|
Advisornet Financial
Minnetonka,
Minnesota
|
–
|
-$12K
|
-394
|
Closed
|
|
|
195
|
US Bancorp
Minneapolis,
Minnesota
|
–
|
-$4K
|
-142
|
Closed
|
|
|
196
|
MCF Advisors
Covington,
Kentucky
|
–
|
-$4K
|
-130
|
Closed
|
|
|
197
|
Global Financial Private Capital
Sarasota,
Florida
|
–
|
-$116
|
-4
|
-25%
|
|
