|
2301
|
Annex Advisory Services
Brookfield,
Wisconsin
|
–
|
-$206K
|
-1,454
|
Closed
|
|
|
2302
|
SkyOak Wealth
Southfield,
Michigan
|
–
|
-$204K
|
-1,445
|
Closed
|
|
|
2303
|
Accredited Investors
Edina,
Minnesota
|
–
|
-$204K
|
-1,439
|
Closed
|
|
|
2304
|
GYL Financial Synergies
West Hartford,
Connecticut
|
–
|
-$201K
|
-1,423
|
Closed
|
|
|
2305
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
–
|
-$201K
|
-1,422
|
Closed
|
|
|
2306
|
Wealth Advisors of Iowa
West Des Moines,
Iowa
|
–
|
-$201K
|
-1,422
|
Closed
|
|
|
2307
|
American Trust Investment Advisors
Lebanon,
New Hampshire
|
–
|
-$200K
|
-1,415
|
Closed
|
|
|
2308
|
Ballast Advisors
Woodbury,
Minnesota
|
–
|
-$200K
|
-1,412
|
Closed
|
|
|
2309
|
Portfolio Strategies
Monsey,
New York
|
–
|
-$200K
|
-1,412
|
Closed
|
|
|
2310
|
Curi Wealth Management
Raleigh,
North Carolina
|
–
|
-$181K
|
-1,280
|
Closed
|
|
|
2311
|
Newfound Research
Wellesley Hills,
Massachusetts
|
–
|
-$136K
|
-961
|
Closed
|
|
|
2312
|
Vantage Consulting Group
Virginia Beach,
Virginia
|
–
|
-$98K
|
-696
|
Closed
|
|
|
2313
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
–
|
-$93K
|
-660
|
Closed
|
|
|
2314
|
Capital Asset Advisory Services
Williamston,
Michigan
|
–
|
-$83K
|
-588
|
Closed
|
|
|
2315
|
Altus Wealth Group
Colorado Springs,
Colorado
|
–
|
-$76K
|
-541
|
Closed
|
|
|
2316
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
–
|
-$74K
|
-525
|
Closed
|
|
|
2317
|
James Investment Research
Alpha,
Ohio
|
–
|
-$73K
|
-513
|
Closed
|
|
|
2318
|
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
|
–
|
-$69K
|
-489
|
Closed
|
|
|
2319
|
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
|
–
|
-$67K
|
-475
|
Closed
|
|
|
2320
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
–
|
-$59K
|
-415
|
Closed
|
|
|
2321
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
–
|
-$58K
|
-408
|
Closed
|
|
|
2322
|
B, B, H, & B Inc
Birmingham,
Alabama
|
–
|
-$41K
|
-295
|
Closed
|
|
|
2323
|
Sowa Financial Group
Lincoln,
Rhode Island
|
–
|
-$38K
|
-269
|
Closed
|
|
|
2324
|
Planned Solutions
Folsom,
California
|
–
|
-$36K
|
-253
|
Closed
|
|
|
2325
|
Oder Investment Management
Woodland Hills,
California
|
–
|
-$36K
|
-249
|
Closed
|
|
