|
501
|
West Family Investments
Carlsbad,
California
|
–
|
-$61.5K
|
-13,669
|
Closed
|
|
|
502
|
Napatree Capital
Westerly,
Rhode Island
|
–
|
-$62K
|
-13,125
|
Closed
|
|
|
503
|
First Trust Direct Indexing
Boston,
Massachusetts
|
–
|
-$54.3K
|
-12,075
|
Closed
|
|
|
504
|
Edge Wealth Management
New York
|
–
|
-$54K
|
-12,000
|
Closed
|
|
|
505
|
Adams Asset Advisors
Dallas,
Texas
|
–
|
-$52K
|
-11,554
|
Closed
|
|
|
506
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
–
|
-$49.2K
|
-10,939
|
Closed
|
|
|
507
|
KeyBank National Association
Cleveland,
Ohio
|
–
|
-$47.2K
|
-10,485
|
Closed
|
|
|
508
|
Acadian Asset Management
Boston,
Massachusetts
|
–
|
-$36K
|
-8,081
|
Closed
|
|
|
509
|
|
–
|
-$16.3K
|
-3,620
|
Closed
|
|
|
510
|
Chilton Capital Management
Houston,
Texas
|
–
|
-$12.2K
|
-2,718
|
Closed
|
|
|
511
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
–
|
-$9K
|
-2,000
|
Closed
|
|
|
512
|
Manchester Capital Management
Manchester,
Vermont
|
–
|
-$3.83K
|
-852
|
Closed
|
|
|
513
|
SouthState Corp
Winter Haven,
Florida
|
–
|
-$3.57K
|
-793
|
Closed
|
|
|
514
|
Fernwood Investment Management
Quincy,
Massachusetts
|
–
|
-$2.17K
|
-481
|
Closed
|
|
|
515
|
Old Point Trust & Financial Services N A
Newport News,
Virginia
|
–
|
-$1.8K
|
-400
|
Closed
|
|
|
516
|
FRG Family Wealth Advisors
Bellevue,
Washington
|
–
|
-$1.34K
|
-285
|
Closed
|
|
|
517
|
Future Financial Wealth Management
Cincinnati,
Ohio
|
–
|
-$1.13K
|
-250
|
Closed
|
|
|
518
|
Game Plan Financial Advisors
Westlake,
Ohio
|
–
|
-$378
|
-84
|
Closed
|
|
|
519
|
CNB Bank
Clearfield,
Pennsylvania
|
–
|
-$180
|
-40
|
Closed
|
|
|
520
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
–
|
-$122
|
-27
|
Closed
|
|
|
521
|
|
–
|
-$263
|
-25
|
Closed
|
|
|
522
|
AssetMark Inc
Concord,
California
|
–
|
-$18
|
-4
|
Closed
|
|
|
523
|
Breakwater Investment Management
Seattle,
Washington
|
–
|
-$18
|
-4
|
Closed
|
|
