|
1551
|
Golden State Equity Partners
South Coast Metro,
California
|
–
|
-$4.49M
|
-12,600
|
Closed
|
|
|
1552
|
Phillip James Consulting
Plymouth,
Minnesota
|
–
|
-$1.83M
|
-12,082
|
Closed
|
|
|
1553
|
GK Wealth Management
Reno,
Nevada
|
–
|
-$2.47M
|
-7,117
|
Closed
|
|
|
1554
|
Flaharty Asset Management
Clearwater,
Florida
|
–
|
-$1.21M
|
-3,388
|
Closed
|
|
|
1555
|
Chandler Asset Management
San Diego,
California
|
–
|
-$1.07M
|
-3,000
|
Closed
|
|
|
1556
|
Aprio Wealth Management
Atlanta,
Georgia
|
–
|
-$1.06M
|
-2,969
|
Closed
|
|
|
1557
|
|
–
|
-$723K
|
-2,029
|
Closed
|
|
|
1558
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
–
|
-$723K
|
-2,027
|
Closed
|
|
|
1559
|
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
–
|
-$648K
|
-1,817
|
Closed
|
|
|
1560
|
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
–
|
-$428K
|
-1,199
|
Closed
|
|
|
1561
|
Heirloom Wealth Management
Greenwood Village,
Colorado
|
–
|
-$372K
|
-1,043
|
Closed
|
|
|
1562
|
CPR Investments
Rochester,
Michigan
|
–
|
-$357K
|
-1,000
|
Closed
|
|
|
1563
|
Redwood Wealth Management Group
Medford,
New Jersey
|
–
|
-$332K
|
-930
|
Closed
|
|
|
1564
|
Kestra Investment Management
Austin,
Texas
|
–
|
-$320K
|
-897
|
Closed
|
|
|
1565
|
Centurion Wealth Management
Mclean,
Virginia
|
–
|
-$311K
|
-872
|
Closed
|
|
|
1566
|
Farringdon Capital
London,
United Kingdom
|
–
|
-$261K
|
-731
|
Closed
|
|
|
1567
|
Iams Wealth Management
Omaha,
Nebraska
|
–
|
-$240K
|
-672
|
Closed
|
|
|
1568
|
LWM Advisory Services
Plantation,
Florida
|
–
|
-$235K
|
-659
|
Closed
|
|
|
1569
|
Evolution Wealth Advisors
Aventura,
Florida
|
–
|
-$206K
|
-579
|
Closed
|
|
|
1570
|
Curio Wealth
Annapolis,
Maryland
|
–
|
-$162K
|
-453
|
Closed
|
|
|
1571
|
Delta Asset Management
Memphis,
Tennessee
|
–
|
-$125K
|
-350
|
Closed
|
|
|
1572
|
RetireMitten Financial
Milford,
Michigan
|
–
|
-$104K
|
-292
|
Closed
|
|
|
1573
|
Global Assets Advisory
Orlando,
Florida
|
–
|
-$103K
|
-290
|
Closed
|
|
|
1574
|
Grove Bank & Trust
Miami,
Florida
|
–
|
-$95.9K
|
-269
|
Closed
|
|
|
1575
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
–
|
-$82.7K
|
-232
|
Closed
|
|
