|
1501
|
Romano Brothers & Co
Evanston,
Illinois
|
–
|
-$16.5K
|
-62
|
Closed
|
|
|
1502
|
|
–
|
-$16K
|
-61
|
Closed
|
|
|
1503
|
Phocas Financial Corp
Alameda,
California
|
–
|
-$12.7K
|
-48
|
Closed
|
|
|
1504
|
Private Ocean
San Rafael,
California
|
–
|
-$8.23K
|
-31
|
Closed
|
|
|
1505
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
–
|
-$7.43K
|
-28
|
Closed
|
|
|
1506
|
Jones Financial Companies
Des Peres,
Missouri
|
–
|
-$6K
|
-21
|
Closed
|
|
|
1507
|
McElhenny Sheffield Capital Management
Dallas,
Texas
|
–
|
-$5.57K
|
-21
|
Closed
|
|
|
1508
|
Bourgeon Capital Management
Darien,
Connecticut
|
–
|
-$5.31K
|
-20
|
Closed
|
|
|
1509
|
My Personal CFO LLC
Vancouver,
Washington
|
–
|
-$4.25K
|
-16
|
Closed
|
|
|
1510
|
Arrow Financial
Glens Falls,
New York
|
–
|
-$4K
|
-15
|
Closed
|
|
|
1511
|
Goodwin Investment Advisory
Woodstock,
Georgia
|
–
|
-$3.98K
|
-15
|
Closed
|
|
|
1512
|
Lumature Wealth Partners
Alpharetta,
Georgia
|
–
|
-$3.98K
|
-15
|
Closed
|
|
|
1513
|
Retirement Financial Solutions
Knoxville,
Tennessee
|
–
|
-$3.18K
|
-12
|
Closed
|
|
|
1514
|
Sierra Capital
Miami,
Florida
|
–
|
-$3K
|
-12
|
Closed
|
|
|
1515
|
EWG Elevate
Roseville,
California
|
–
|
-$2.92K
|
-11
|
Closed
|
|
|
1516
|
Kelly Financial Services
Braintree,
Massachusetts
|
–
|
-$1.33K
|
-5
|
Closed
|
|
|
1517
|
Affiance Financial
St. Louis Park,
Minnesota
|
–
|
-$796
|
-3
|
Closed
|
|
|
1518
|
Destiny Wealth Partners
Tavares,
Florida
|
–
|
-$531
|
-2
|
Closed
|
|
|
1519
|
Sageworth Trust
Lancaster,
Pennsylvania
|
–
|
-$1K
|
-2
|
Closed
|
|
|
1520
|
GW&K Investment Management
Boston,
Massachusetts
|
–
|
+$246
|
+1
|
New
|
|
|
1521
|
Summit Wealth Group
White River Junction,
Vermont
|
–
|
+$10.2M
|
+41,386
|
New
|
|
|
1522
|
EP Wealth Advisors
Torrance,
California
|
–
|
+$12.5M
|
+50,779
|
+324%
|
|
