|
176
|
Clearview Wealth Advisors
Salem,
Oregon
|
$7K
|
–
|
–
|
–
|
|
|
177
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$6K
|
–
|
–
|
–
|
|
|
178
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$2K
|
–
|
–
|
–
|
|
|
179
|
Simplicity Solutions
Minneapolis,
Minnesota
|
–
|
-$15.7M
|
-271,315
|
Closed
|
|
|
180
|
Focus Financial Network
Minneapolis,
Minnesota
|
–
|
-$1.78M
|
-30,715
|
Closed
|
|
|
181
|
|
–
|
-$1.7M
|
-29,245
|
Closed
|
|
|
182
|
LifePro Asset Management
San Diego,
California
|
–
|
-$415K
|
-7,155
|
Closed
|
|
|
183
|
Legacy Financial Strategies
Overland Park,
Kansas
|
–
|
-$296K
|
-5,105
|
Closed
|
|
|
184
|
Beacon Financial Advisory
Cleveland,
Ohio
|
–
|
-$253K
|
-4,375
|
Closed
|
|
|
185
|
Spotlight Asset Group
Oakbrook Terrace,
Illinois
|
–
|
-$239K
|
-4,130
|
Closed
|
|
|
186
|
Insight Advisors
Newtown,
Pennsylvania
|
–
|
-$228K
|
-3,930
|
Closed
|
|
|
187
|
Gray Wealth Management
Bangor,
Maine
|
–
|
-$208K
|
-3,575
|
Closed
|
|
|
188
|
High Falls Advisors
Rochester,
New York
|
–
|
-$203K
|
-3,500
|
Closed
|
|
|
189
|
Gunderson Capital Management
Mt. Pleasant,
South Carolina
|
–
|
-$200K
|
-3,455
|
Closed
|
|
|
190
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
–
|
-$147K
|
-2,550
|
Closed
|
|
|
191
|
Perigon Wealth Management
San Francisco,
California
|
–
|
-$104K
|
-1,800
|
Closed
|
|
|
192
|
Trust Company of Vermont
Brattleboro,
Vermont
|
–
|
-$40K
|
-690
|
Closed
|
|
|
193
|
Signet Investment Advisory Group
Providence,
Rhode Island
|
–
|
-$31K
|
-535
|
Closed
|
|
|
194
|
HM Payson & Co
Portland,
Maine
|
–
|
-$27K
|
-470
|
Closed
|
|
|
195
|
Freestone Capital Holdings
Seattle,
Washington
|
–
|
-$5.51K
|
-95
|
Closed
|
|
|
196
|
UBS Group
Zurich,
Switzerland
|
–
|
+$288K
|
+4,930
|
+1%
|
|
