|
951
|
M Holdings Securities
Portland,
Oregon
|
–
|
-$298K
|
-2,112
|
Closed
|
|
|
952
|
|
–
|
-$284K
|
-2,013
|
Closed
|
|
|
953
|
Crestwood Advisors Group
Boston,
Massachusetts
|
–
|
-$268K
|
-1,895
|
Closed
|
|
|
954
|
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
–
|
-$264K
|
-1,871
|
Closed
|
|
|
955
|
Fisher Asset Management
Camas,
Washington
|
–
|
-$243K
|
-1,723
|
Closed
|
|
|
956
|
First National Corp
Rockland,
Massachusetts
|
–
|
-$223K
|
-1,580
|
Closed
|
|
|
957
|
One Capital Management
Westlake Village,
California
|
–
|
-$218K
|
-1,545
|
Closed
|
|
|
958
|
Stokes Family Office
New Orleans,
Louisiana
|
–
|
-$206K
|
-1,460
|
Closed
|
|
|
959
|
Litman Gregory Wealth Management
Larkspur,
California
|
–
|
-$159K
|
-1,126
|
Closed
|
|
|
960
|
Manchester Financial
Westlake Village,
California
|
–
|
-$141K
|
-1,000
|
Closed
|
|
|
961
|
WealthShield Partners
Cary,
North Carolina
|
–
|
-$126K
|
-889
|
Closed
|
|
|
962
|
MPS Loria Financial Planners
Burr Ridge,
Illinois
|
–
|
-$108K
|
-765
|
Closed
|
|
|
963
|
RMR Wealth Builders
Montclair,
New Jersey
|
–
|
-$55K
|
-391
|
Closed
|
|
|
964
|
Fusion Family Wealth
Woodbury,
New York
|
–
|
-$41K
|
-290
|
Closed
|
|
|
965
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
–
|
-$15K
|
-108
|
Closed
|
|
|
966
|
Fiduciary Planning
Englewood,
Florida
|
–
|
-$14K
|
-100
|
Closed
|
|
|
967
|
Eudaimonia Partners
Winchester,
Tennessee
|
–
|
-$13K
|
-89
|
Closed
|
|
|
968
|
AssetMark Inc
Concord,
California
|
–
|
-$1K
|
-10
|
Closed
|
|
|
969
|
Credit Agricole
Montrouge Cedex,
France
|
–
|
-$1.18K
|
-8
|
-5%
|
|
|
970
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
–
|
-$587
|
-4
|
Closed
|
|
