|
851
|
Greenleaf Trust
Kalamazoo,
Michigan
|
–
|
-$217K
|
-7,523
|
Closed
|
|
|
852
|
Caption Management
Oklahoma City,
Oklahoma
|
–
|
-$217K
|
-7,500
|
Closed
|
|
|
853
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
–
|
-$208K
|
-7,221
|
Closed
|
|
|
854
|
WBH Advisory
Baltimore,
Maryland
|
–
|
-$206K
|
-7,147
|
Closed
|
|
|
855
|
Latitude Advisors
Vero Beach,
Florida
|
–
|
-$205K
|
-7,121
|
Closed
|
|
|
856
|
Maverick Capital
Dallas,
Texas
|
–
|
-$203K
|
-7,042
|
Closed
|
|
|
857
|
Valeo Financial Advisors
Carmel,
Indiana
|
–
|
-$162K
|
-5,629
|
Closed
|
|
|
858
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
–
|
-$64K
|
-2,203
|
Closed
|
|
|
859
|
Neo Ivy Capital Management
New York
|
–
|
-$52K
|
-1,815
|
Closed
|
|
|
860
|
Manchester Financial
Westlake Village,
California
|
–
|
-$36K
|
-1,240
|
Closed
|
|
|
861
|
RMR Wealth Builders
Montclair,
New Jersey
|
–
|
-$34K
|
-1,178
|
Closed
|
|
|
862
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
–
|
-$32K
|
-1,142
|
Closed
|
|
|
863
|
Truvestments Capital
Sarasota,
Florida
|
–
|
-$25K
|
-871
|
Closed
|
|
|
864
|
Allred Capital Management
Dallas,
Texas
|
–
|
-$24.4K
|
-846
|
Closed
|
|
|
865
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
–
|
-$16K
|
-540
|
Closed
|
|
|
866
|
Financial Enhancement Group
Anderson,
Indiana
|
–
|
-$14K
|
-500
|
Closed
|
|
|
867
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
–
|
-$14K
|
-500
|
Closed
|
|
|
868
|
Brand Asset Management Group
Chesterfield,
Missouri
|
–
|
-$9K
|
-299
|
Closed
|
|
|
869
|
Destiny Wealth Partners
Tavares,
Florida
|
–
|
-$6K
|
-204
|
Closed
|
|
|
870
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
–
|
-$5K
|
-184
|
Closed
|
|
|
871
|
Jones Financial Companies
Des Peres,
Missouri
|
–
|
-$4K
|
-130
|
Closed
|
|
|
872
|
Alpha DNA Investment Management
Columbia,
Maryland
|
–
|
-$3K
|
-128
|
Closed
|
|
|
873
|
Fiduciary Planning
Englewood,
Florida
|
–
|
-$3K
|
-114
|
Closed
|
|
|
874
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
–
|
-$3K
|
-108
|
Closed
|
|
|
875
|
Halpern Financial
Ashburn,
Virginia
|
–
|
-$2.97K
|
-103
|
Closed
|
|
