|
551
|
MGO One Seven
Beachwood,
Ohio
|
–
|
-$241K
|
-11,188
|
Closed
|
|
|
552
|
First United Bank & Trust
Oakland,
Maryland
|
–
|
-$234K
|
-10,895
|
Closed
|
|
|
553
|
Investment Advisory Services
The Woodlands,
Texas
|
–
|
-$231K
|
-10,757
|
Closed
|
|
|
554
|
Willner & Heller
Encino,
California
|
–
|
-$223K
|
-10,545
|
Closed
|
|
|
555
|
Sanford Advisory Services
Portage,
Michigan
|
–
|
-$223K
|
-10,343
|
Closed
|
|
|
556
|
tru Independence
Portland,
Oregon
|
–
|
-$215K
|
-10,000
|
Closed
|
|
|
557
|
Aufman Associates
Sewickley,
Pennsylvania
|
–
|
-$214K
|
-9,954
|
Closed
|
|
|
558
|
Apella Capital
West Hartford,
Connecticut
|
–
|
-$210K
|
-9,754
|
Closed
|
|
|
559
|
Curtis Advisory Group
Santa Barbara,
California
|
–
|
-$209K
|
-9,718
|
Closed
|
|
|
560
|
Transcend Capital Advisors
Madison,
New Jersey
|
–
|
-$207K
|
-9,607
|
Closed
|
|
|
561
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
–
|
-$207K
|
-9,603
|
Closed
|
|
|
562
|
Howard Financial Services
Dallas,
Texas
|
–
|
-$206K
|
-9,576
|
Closed
|
|
|
563
|
Rather & Kittrell
Knoxville,
Tennessee
|
–
|
-$203K
|
-9,459
|
Closed
|
|
|
564
|
Robertson Stephens Wealth Management
San Francisco,
California
|
–
|
-$202K
|
-9,420
|
Closed
|
|
|
565
|
AssetMark Inc
Concord,
California
|
–
|
-$151K
|
-7,740
|
-100%
|
|
|
566
|
Monumental Financial Group
Rockville,
Maryland
|
–
|
-$157K
|
-7,275
|
Closed
|
|
|
567
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
–
|
-$75.3K
|
-3,500
|
Closed
|
|
|
568
|
Bessemer Group
Woodbridge,
New Jersey
|
–
|
-$71K
|
-3,300
|
Closed
|
|
|
569
|
Future Financial Wealth Management
Cincinnati,
Ohio
|
–
|
-$65K
|
-3,039
|
Closed
|
|
|
570
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
–
|
-$63K
|
-2,918
|
Closed
|
|
|
571
|
Resolute Advisors
San Francisco,
California
|
–
|
-$45K
|
-2,105
|
Closed
|
|
|
572
|
Clearstead Trust
Portland,
Maine
|
–
|
-$38.8K
|
-1,992
|
-100%
|
|
|
573
|
Asset Dedication LLC
San Francisco,
California
|
–
|
-$42K
|
-1,949
|
Closed
|
|
|
574
|
Koshinski Asset Management
Decatur,
Illinois
|
–
|
-$37.1K
|
-1,722
|
Closed
|
|
|
575
|
EPG Wealth Management
Atlanta,
Georgia
|
–
|
-$37K
|
-1,712
|
Closed
|
|
