|
176
|
Golden State Equity Partners
South Coast Metro,
California
|
–
|
-$2.91M
|
-126,633
|
Closed
|
|
|
177
|
|
–
|
-$1.58M
|
-68,881
|
Closed
|
|
|
178
|
Beacon Pointe Advisors
Newport Beach,
California
|
–
|
-$391K
|
-17,037
|
Closed
|
|
|
179
|
Creative Planning
Overland Park,
Kansas
|
–
|
-$287K
|
-12,526
|
Closed
|
|
|
180
|
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
|
–
|
-$266K
|
-11,586
|
Closed
|
|
|
181
|
Two Sigma Securities
New York
|
–
|
-$249K
|
-10,849
|
Closed
|
|
|
182
|
Spartan Wealth Advisory Services LLC
Bingham Farms,
Michigan
|
–
|
-$228K
|
-9,952
|
Closed
|
|
|
183
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
–
|
-$228K
|
-9,918
|
Closed
|
|
|
184
|
M3 Advisory Group
Needham Heights,
Massachusetts
|
–
|
-$215K
|
-9,374
|
Closed
|
|
|
185
|
OneAscent Financial Services
Birmingham,
Alabama
|
–
|
-$206K
|
-8,981
|
Closed
|
|
|
186
|
Bank of New York Mellon
New York
|
–
|
-$200K
|
-8,717
|
Closed
|
|
|
187
|
Intentional Wealth Strategies
Colorado Springs,
Colorado
|
–
|
-$193K
|
-8,414
|
Closed
|
|
|
188
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$92.9K
|
-4,049
|
Closed
|
|
|
189
|
Clearstead Advisors
Cleveland,
Ohio
|
–
|
-$56K
|
-2,440
|
Closed
|
|
|
190
|
CX Institutional
Auburn,
Indiana
|
–
|
-$21K
|
-929
|
Closed
|
|
|
191
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
-$21K
|
-914
|
Closed
|
|
|
192
|
Gilpin Wealth Management
Denver,
Colorado
|
–
|
-$15.7K
|
-683
|
Closed
|
|
|
193
|
VSM Wealth Advisory
Hunt Valley,
Maryland
|
–
|
-$8.81K
|
-384
|
Closed
|
|
|
194
|
Lloyd Advisory Services
Suwanee,
Georgia
|
–
|
-$8.39K
|
-366
|
Closed
|
|
|
195
|
|
–
|
-$7.82K
|
-341
|
Closed
|
|
|
196
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
–
|
-$4K
|
-175
|
Closed
|
|
