|
251
|
Centric Wealth Management
Chicago,
Illinois
|
–
|
-$367K
|
-13,155
|
Closed
|
|
|
252
|
Oak Family Advisors
Chicago,
Illinois
|
–
|
-$358K
|
-12,850
|
Closed
|
|
|
253
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
–
|
-$343K
|
-12,315
|
Closed
|
|
|
254
|
Southland Equity Partners
Wildwood,
Missouri
|
–
|
-$332K
|
-11,913
|
Closed
|
|
|
255
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
–
|
-$323K
|
-11,600
|
Closed
|
|
|
256
|
Litman Gregory Wealth Management
Larkspur,
California
|
–
|
-$321K
|
-11,510
|
Closed
|
|
|
257
|
YHB Investment Advisors
West Hartford,
Connecticut
|
–
|
-$298K
|
-10,698
|
Closed
|
|
|
258
|
Simplicity Solutions
Minneapolis,
Minnesota
|
–
|
-$278K
|
-9,989
|
Closed
|
|
|
259
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
–
|
-$266K
|
-9,546
|
Closed
|
|
|
260
|
Moors & Cabot
Boston,
Massachusetts
|
–
|
-$204K
|
-7,300
|
Closed
|
|
|
261
|
Stratos Wealth Partners
Beachwood,
Ohio
|
–
|
-$200K
|
-7,179
|
Closed
|
|
|
262
|
Danda Trouve Investment Management
Prairie Village,
Kansas
|
–
|
-$192K
|
-6,899
|
Closed
|
|
|
263
|
Wolff Wiese Magana
Carslbad,
California
|
–
|
-$163K
|
-5,852
|
Closed
|
|
|
264
|
SVB Wealth
Boston,
Massachusetts
|
–
|
-$41K
|
-1,500
|
Closed
|
|
|
265
|
Kelly Financial Services
Braintree,
Massachusetts
|
–
|
-$20.4K
|
-732
|
Closed
|
|
|
266
|
Covington Capital Management
Los Angeles,
California
|
–
|
-$16K
|
-560
|
Closed
|
|
|
267
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
–
|
-$14K
|
-504
|
Closed
|
|
|
268
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
–
|
-$7.66K
|
-280
|
Closed
|
|
|
269
|
TCI Wealth Advisors
Tucson,
Arizona
|
–
|
-$2K
|
-86
|
Closed
|
|
|
270
|
Global Retirement Partners
San Rafael,
California
|
–
|
-$1K
|
-25
|
Closed
|
|
|
271
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
+$27
|
+1
|
+50%
|
|
|
272
|
Carroll Financial Associates
Charlotte,
North Carolina
|
–
|
+$301
|
+11
|
New
|
|
