|
401
|
Geneos Wealth Management
Englewood,
Colorado
|
–
|
-$73K
|
-1,085
|
Closed
|
|
|
402
|
Venture Visionary Partners
Sylvania,
Ohio
|
–
|
-$56K
|
-832
|
Closed
|
|
|
403
|
CX Institutional
Auburn,
Indiana
|
–
|
-$35K
|
-519
|
Closed
|
|
|
404
|
CoreCap Advisors
Southfield,
Michigan
|
–
|
-$18K
|
-265
|
Closed
|
|
|
405
|
Clearstead Advisors
Cleveland,
Ohio
|
–
|
-$17K
|
-250
|
Closed
|
|
|
406
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
–
|
-$10K
|
-133
|
Closed
|
|
|
407
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
–
|
-$7K
|
-100
|
Closed
|
|
|
408
|
Cascade Investment Advisors
Oregon City,
Oregon
|
–
|
-$6.72K
|
-100
|
Closed
|
|
|
409
|
Heritage Financial Services
Westwood,
Massachusetts
|
–
|
-$6K
|
-100
|
Closed
|
|
|
410
|
Jones Financial Companies
Des Peres,
Missouri
|
–
|
-$7K
|
-100
|
Closed
|
|
|
411
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
–
|
-$5K
|
-81
|
Closed
|
|
|
412
|
Concord Wealth Partners
Abingdon,
Virginia
|
–
|
-$5K
|
-70
|
Closed
|
|
|
413
|
Life Planning Partners
Jacksonville,
Florida
|
–
|
-$4K
|
-60
|
Closed
|
|
|
414
|
UMB Bank
Kansas City,
Missouri
|
–
|
-$3K
|
-50
|
Closed
|
|
|
415
|
BDO Wealth Advisors
Jacksonville,
Florida
|
–
|
-$3K
|
-41
|
Closed
|
|
|
416
|
Steward Financial Group
Colleyville,
Texas
|
–
|
-$2K
|
-37
|
Closed
|
|
|
417
|
Global Retirement Partners
San Rafael,
California
|
–
|
-$1.53K
|
-21
|
-88%
|
|
|
418
|
Financial Management Professionals
Austin,
Texas
|
–
|
+$219
|
+3
|
New
|
|
|
419
|
TCI Wealth Advisors
Tucson,
Arizona
|
–
|
+$365
|
+5
|
New
|
|
