|
1101
|
McAdam LLC
Philadelphia,
Pennsylvania
|
–
|
-$368K
|
-7,243
|
Closed
|
|
|
1102
|
Koss-Olinger Consulting
Gainesville,
Florida
|
–
|
-$354K
|
-6,984
|
Closed
|
|
|
1103
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
–
|
-$353K
|
-6,959
|
Closed
|
|
|
1104
|
WealthPLAN Partners
Omaha,
Nebraska
|
–
|
-$333K
|
-6,554
|
Closed
|
|
|
1105
|
Opes Wealth Management
Menlo Park,
California
|
–
|
-$327K
|
-6,450
|
Closed
|
|
|
1106
|
Sterling Financial Group
Pasadena,
California
|
–
|
-$313K
|
-6,178
|
Closed
|
|
|
1107
|
FMA Wealth Management
Duxbury,
Massachusetts
|
–
|
-$309K
|
-6,086
|
Closed
|
|
|
1108
|
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
–
|
-$299K
|
-5,885
|
Closed
|
|
|
1109
|
Spinnaker Investment Group
Newport Beach,
California
|
–
|
-$297K
|
-5,849
|
Closed
|
|
|
1110
|
Prosperity Wealth Management
San Ramon,
California
|
–
|
-$292K
|
-5,754
|
Closed
|
|
|
1111
|
TritonPoint Wealth
Chevy Chase,
Maryland
|
–
|
-$270K
|
-5,321
|
Closed
|
|
|
1112
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
–
|
-$259K
|
-5,109
|
Closed
|
|
|
1113
|
Calton & Associates
Tampa,
Florida
|
–
|
-$256K
|
-5,045
|
Closed
|
|
|
1114
|
Community Trust & Investment
Versailles,
Kentucky
|
–
|
-$238K
|
-4,700
|
Closed
|
|
|
1115
|
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
–
|
-$235K
|
-4,628
|
Closed
|
|
|
1116
|
HeadInvest LLC
Portland,
Maine
|
–
|
-$234K
|
-4,620
|
Closed
|
|
|
1117
|
TrueMark Investments
Chicago,
Illinois
|
–
|
-$221K
|
-4,357
|
Closed
|
|
|
1118
|
Aveo Capital Partners
Englewood,
Colorado
|
–
|
-$220K
|
-4,334
|
Closed
|
|
|
1119
|
Financial Strategies Group
Okemos,
Michigan
|
–
|
-$219K
|
-4,328
|
Closed
|
|
|
1120
|
Revisor Wealth Management
Akron,
Ohio
|
–
|
-$218K
|
-4,288
|
Closed
|
|
|
1121
|
Level Four Advisory Services
Dallas,
Texas
|
–
|
-$213K
|
-4,213
|
Closed
|
|
|
1122
|
Centennial Wealth Advisory
Traverse City,
Michigan
|
–
|
-$209K
|
-4,115
|
Closed
|
|
|
1123
|
|
–
|
-$208K
|
-4,094
|
Closed
|
|
|
1124
|
Westbourne Investment Advisors
Annapolis,
Maryland
|
–
|
-$207K
|
-4,075
|
Closed
|
|
|
1125
|
Sectoral Asset Management
Montreal,
Quebec, Canada
|
–
|
-$127K
|
-2,500
|
Closed
|
|
