|
701
|
|
–
|
-$297K
|
-2,999
|
Closed
|
|
|
702
|
Sage Capital Advisors
Sioux Falls,
South Dakota
|
–
|
-$297K
|
-2,996
|
Closed
|
|
|
703
|
KMG Fiduciary Partners
Toledo,
Ohio
|
–
|
-$295K
|
-2,972
|
Closed
|
|
|
704
|
Dowling & Yahnke
San Diego,
California
|
–
|
-$268K
|
-2,700
|
Closed
|
|
|
705
|
EP Wealth Advisors
Torrance,
California
|
–
|
-$222K
|
-2,237
|
Closed
|
|
|
706
|
Redwood Financial Network
Solon,
Ohio
|
–
|
-$216K
|
-2,178
|
Closed
|
|
|
707
|
International Assets Investment Management
Orlando,
Florida
|
–
|
-$210
|
-2,117
|
Closed
|
|
|
708
|
Haverford Trust Company
Radnor,
Pennsylvania
|
–
|
-$207K
|
-2,090
|
Closed
|
|
|
709
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
–
|
-$204K
|
-2,063
|
Closed
|
|
|
710
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
–
|
-$204K
|
-2,057
|
Closed
|
|
|
711
|
CX Institutional
Auburn,
Indiana
|
–
|
-$199K
|
-2,006
|
Closed
|
|
|
712
|
WFA of San Diego
San Diego,
California
|
–
|
-$71K
|
-721
|
Closed
|
|
|
713
|
Clearview Wealth Advisors
Salem,
Oregon
|
–
|
-$38K
|
-380
|
Closed
|
|
|
714
|
Benjamin Edwards Inc
Clayton,
Missouri
|
–
|
-$28K
|
-280
|
Closed
|
|
|
715
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
–
|
-$14K
|
-139
|
Closed
|
|
|
716
|
West Financial Advisors
Des Moines,
Iowa
|
–
|
-$11K
|
-107
|
Closed
|
|
|
717
|
Accel Wealth Management
Waverly,
Iowa
|
–
|
-$10K
|
-101
|
Closed
|
|
|
718
|
Founders Capital Management (Texas)
Houston,
Texas
|
–
|
-$10K
|
-99
|
Closed
|
|
|
719
|
Chilton Capital Management
Houston,
Texas
|
–
|
-$6K
|
-57
|
Closed
|
|
|
720
|
Albion Financial Group
Salt Lake City,
Utah
|
–
|
-$5K
|
-55
|
Closed
|
|
|
721
|
Heritage Financial Services
Westwood,
Massachusetts
|
–
|
-$3K
|
-38
|
Closed
|
|
|
722
|
Baystate Wealth Management
Boston,
Massachusetts
|
–
|
-$2K
|
-22
|
Closed
|
|
|
723
|
PSI Advisors
Tampa,
Florida
|
–
|
+$396
|
+4
|
New
|
|
