|
226
|
First Personal Financial Services
Charlotte,
North Carolina
|
$3K
|
–
|
–
|
–
|
|
|
227
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$3K
|
+$2.56K
|
+48
|
New
|
|
|
228
|
Retirement Group
San Diego,
California
|
$3K
|
+$2.56K
|
+48
|
New
|
|
|
229
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$2K
|
–
|
–
|
–
|
|
|
230
|
North Star Investment Management
Chicago,
Illinois
|
$2K
|
–
|
–
|
–
|
|
|
231
|
Weaver Consulting Group
Huntington Beach,
California
|
$2K
|
–
|
–
|
–
|
|
|
232
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1K
|
+$427
|
+8
|
New
|
|
|
233
|
Westside Investment Management
Santa Monica,
California
|
$11
|
–
|
–
|
–
|
|
|
234
|
Venturi Wealth Management
Austin,
Texas
|
–
|
-$6.56M
|
-134,832
|
Closed
|
|
|
235
|
BNP Paribas Financial Markets
Paris,
France
|
–
|
-$3.79M
|
-78,000
|
Closed
|
|
|
236
|
Engrave Wealth Partners
The Woodlands,
Texas
|
–
|
-$2.04M
|
-38,216
|
-100%
|
|
|
237
|
YHB Investment Advisors
West Hartford,
Connecticut
|
–
|
-$332K
|
-31,850
|
Closed
|
|
|
238
|
Circle Wealth Management
Summit,
New Jersey
|
–
|
-$1.41M
|
-29,000
|
Closed
|
|
|
239
|
Calamos Advisors
Naperville,
Illinois
|
–
|
-$1.22M
|
-25,000
|
Closed
|
|
|
240
|
American Century Companies
Kansas City,
Missouri
|
–
|
-$756K
|
-15,542
|
Closed
|
|
|
241
|
FCG Advisors
Chatham,
New Jersey
|
–
|
-$756K
|
-15,534
|
Closed
|
|
|
242
|
Dowling & Yahnke
San Diego,
California
|
–
|
-$485K
|
-9,970
|
Closed
|
|
|
243
|
Choate Investment Advisors
Boston,
Massachusetts
|
–
|
-$414K
|
-8,510
|
Closed
|
|
|
244
|
Colony Group
Boston,
Massachusetts
|
–
|
-$301K
|
-6,194
|
Closed
|
|
|
245
|
Capital Fund Management (CFM)
Paris,
France
|
–
|
-$292K
|
-6,002
|
Closed
|
|
|
246
|
Northern Trust
Chicago,
Illinois
|
–
|
-$217K
|
-4,466
|
Closed
|
|
|
247
|
Advanced Asset Management Advisors
Dublin,
Ohio
|
–
|
-$217K
|
-4,462
|
Closed
|
|
|
248
|
Advisory Alpha
Holland,
Michigan
|
–
|
-$70.3K
|
-1,402
|
Closed
|
|
|
249
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
–
|
-$49K
|
-1,002
|
Closed
|
|
|
250
|
MBE Wealth Management
Tomah,
Wisconsin
|
–
|
-$34K
|
-700
|
Closed
|
|
