|
801
|
Modera Wealth Management
Westwood,
New Jersey
|
–
|
-$207K
|
-1,221
|
Closed
|
|
|
802
|
Douglas Lane & Associates
New York
|
–
|
-$204K
|
-1,200
|
Closed
|
|
|
803
|
|
–
|
-$201K
|
-1,182
|
Closed
|
|
|
804
|
Caxton Associates (New York)
New York
|
–
|
-$201K
|
-1,180
|
Closed
|
|
|
805
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
–
|
-$136K
|
-796
|
Closed
|
|
|
806
|
Rational Advisors
Huntington,
New York
|
–
|
-$98K
|
-577
|
Closed
|
|
|
807
|
Perigon Wealth Management
San Francisco,
California
|
–
|
-$85K
|
-502
|
Closed
|
|
|
808
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$72K
|
-423
|
Closed
|
|
|
809
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
–
|
-$68K
|
-401
|
Closed
|
|
|
810
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
–
|
-$66K
|
-385
|
Closed
|
|
|
811
|
Greenhouse Wealth Management
Westport,
Connecticut
|
–
|
-$61K
|
-357
|
Closed
|
|
|
812
|
Childress Capital Advisors
Houston,
Texas
|
–
|
-$54K
|
-319
|
Closed
|
|
|
813
|
Focused Wealth Management
Newburgh,
New York
|
–
|
-$53K
|
-310
|
Closed
|
|
|
814
|
Capital Asset Advisory Services
Williamston,
Michigan
|
–
|
-$51K
|
-301
|
Closed
|
|
|
815
|
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
|
–
|
-$48K
|
-287
|
Closed
|
|
|
816
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
–
|
-$35K
|
-206
|
Closed
|
|
|
817
|
Pathstone Family Office
Englewood,
New Jersey
|
–
|
-$33K
|
-193
|
Closed
|
|
|
818
|
NuWave Investment Management
Parsippany,
New Jersey
|
–
|
-$19K
|
-112
|
Closed
|
|
|
819
|
B, B, H, & B Inc
Birmingham,
Alabama
|
–
|
-$14K
|
-83
|
Closed
|
|
|
820
|
Safeguard Investment Advisory Group
Corona,
California
|
–
|
-$12K
|
-73
|
Closed
|
|
|
821
|
Fortem Financial Group
Palm Desert,
California
|
–
|
-$12K
|
-68
|
Closed
|
|
|
822
|
AssetMark Inc
Concord,
California
|
–
|
-$11K
|
-66
|
Closed
|
|
|
823
|
FSA Wealth Management
Needham,
Massachusetts
|
–
|
-$11K
|
-64
|
Closed
|
|
|
824
|
|
–
|
-$10K
|
-59
|
Closed
|
|
|
825
|
Filbrandt Wealth Management
Middleton,
Wisconsin
|
–
|
-$4K
|
-21
|
Closed
|
|
