|
1326
|
KeyBank National Association
Cleveland,
Ohio
|
–
|
-$275K
|
-4,810
|
Closed
|
|
|
1327
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
–
|
-$274K
|
-4,803
|
Closed
|
|
|
1328
|
Signet Financial Management
Parsippany,
New Jersey
|
–
|
-$261K
|
-4,574
|
Closed
|
|
|
1329
|
First Bankers Trust
Louisville,
Kentucky
|
–
|
-$249K
|
-4,350
|
Closed
|
|
|
1330
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
–
|
-$245K
|
-4,294
|
Closed
|
|
|
1331
|
BlackDiamond Wealth Management
New York
|
–
|
-$218K
|
-3,915
|
Closed
|
|
|
1332
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
–
|
-$223K
|
-3,907
|
Closed
|
|
|
1333
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
–
|
-$206K
|
-3,851
|
Closed
|
|
|
1334
|
Zhang Financial
Portage,
Michigan
|
–
|
-$218K
|
-3,807
|
Closed
|
|
|
1335
|
FLC Capital Advisors
Palm Desert,
California
|
–
|
-$210K
|
-3,672
|
Closed
|
|
|
1336
|
Empirical Wealth Management
Seattle,
Washington
|
–
|
-$206K
|
-3,612
|
Closed
|
|
|
1337
|
NorthRock Partners
Minneapolis,
Minnesota
|
–
|
-$205K
|
-3,590
|
Closed
|
|
|
1338
|
Brown Wealth Management
Naperville,
Illinois
|
–
|
-$201K
|
-3,522
|
Closed
|
|
|
1339
|
Winnow Wealth
Waco,
Texas
|
–
|
-$122K
|
-2,137
|
Closed
|
|
|
1340
|
GoalVest Advisory
New York
|
–
|
-$114K
|
-2,000
|
Closed
|
|
|
1341
|
SVB Wealth
Boston,
Massachusetts
|
–
|
-$105K
|
-1,834
|
Closed
|
|
|
1342
|
Hughes Financial Services
Herndon,
Virginia
|
–
|
-$86.8K
|
-1,529
|
Closed
|
|
|
1343
|
Quadrant Capital Group
Cincinnati,
Ohio
|
–
|
-$85.7K
|
-1,500
|
Closed
|
|
|
1344
|
First Pacific Financial
Vancouver,
Washington
|
–
|
-$82.4K
|
-1,442
|
Closed
|
|
|
1345
|
ORG Partners
Roanoke,
Indiana
|
–
|
-$80K
|
-1,410
|
Closed
|
|
|
1346
|
Longview Asset Management (California)
San Rafael,
California
|
–
|
-$80.3K
|
-1,406
|
Closed
|
|
|
1347
|
Washington Trust
Westerly,
Rhode Island
|
–
|
-$72.6K
|
-1,270
|
Closed
|
|
|
1348
|
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
|
–
|
-$57.1K
|
-1,000
|
Closed
|
|
|
1349
|
First United Bank & Trust
Oakland,
Maryland
|
–
|
-$44.6K
|
-780
|
Closed
|
|
|
1350
|
PSI Advisors
Tampa,
Florida
|
–
|
-$39.1K
|
-685
|
Closed
|
|
