|
251
|
Independent Portfolio Consultants
Boca Raton,
Florida
|
–
|
-$730K
|
-22,572
|
Closed
|
|
|
252
|
Ronald Blue & Co
Roswell,
Georgia
|
–
|
-$665K
|
-20,558
|
Closed
|
|
|
253
|
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
–
|
-$610K
|
-18,867
|
Closed
|
|
|
254
|
First Foundation Advisors
Irvine,
California
|
–
|
-$586K
|
-18,118
|
Closed
|
|
|
255
|
Mid Continent Capital
Chicago,
Illinois
|
–
|
-$577K
|
-17,850
|
Closed
|
|
|
256
|
Lincoln National Corp
Radnor,
Pennsylvania
|
–
|
-$412K
|
-12,673
|
Closed
|
|
|
257
|
Oarsman Capital
Milwaukee,
Wisconsin
|
–
|
-$363K
|
-11,220
|
Closed
|
|
|
258
|
TD Asset Management
Toronto,
Ontario, Canada
|
–
|
-$343K
|
-9,682
|
Closed
|
|
|
259
|
Essex Financial Services
Essex,
Connecticut
|
–
|
-$294K
|
-9,105
|
Closed
|
|
|
260
|
Yorktown Management & Research Company
Forest,
Virginia
|
–
|
-$226K
|
-7,000
|
Closed
|
|
|
261
|
Bison Wealth
Atlanta,
Georgia
|
–
|
-$214K
|
-6,605
|
Closed
|
|
|
262
|
|
–
|
-$212K
|
-6,554
|
Closed
|
|
|
263
|
Valmark Advisers
Akron,
Ohio
|
–
|
-$203K
|
-6,267
|
Closed
|
|
|
264
|
Weatherly Asset Management
Del Mar,
California
|
–
|
-$202K
|
-6,252
|
Closed
|
|
|
265
|
United Capital Financial Advisors
Irving,
Texas
|
–
|
-$202K
|
-6,245
|
Closed
|
|
|
266
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
–
|
-$177K
|
-5,487
|
Closed
|
|
|
267
|
Fusion Investment Group
Pittsburgh,
Pennsylvania
|
–
|
-$133K
|
-4,124
|
Closed
|
|
|
268
|
Security National Trust
Wheeling,
West Virginia
|
–
|
-$98K
|
-3,030
|
Closed
|
|
|
269
|
Canada Life
Winnipeg,
Manitoba, Canada
|
–
|
-$26K
|
-782
|
Closed
|
|
|
270
|
Central Bank & Trust
Lexington,
Kentucky
|
–
|
-$17K
|
-529
|
Closed
|
|
|
271
|
B. Riley Wealth Management
Memphis,
Tennessee
|
–
|
-$9K
|
-300
|
Closed
|
|
|
272
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
–
|
-$5.14K
|
-160
|
Closed
|
|
|
273
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
–
|
-$2K
|
-68
|
Closed
|
|
|
274
|
Wealthfront
Palo Alto,
California
|
–
|
+$275
|
+9
|
New
|
|
