|
1201
|
Insight Wealth Strategies
San Ramon,
California
|
–
|
-$210K
|
-1,333
|
Closed
|
|
|
1202
|
Great Lakes Advisors
Chicago,
Illinois
|
–
|
-$210K
|
-1,330
|
Closed
|
|
|
1203
|
Southland Equity Partners
Wildwood,
Missouri
|
–
|
-$209K
|
-1,323
|
Closed
|
|
|
1204
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
–
|
-$206K
|
-1,305
|
Closed
|
|
|
1205
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
–
|
-$206K
|
-1,305
|
Closed
|
|
|
1206
|
SignalPoint Asset Management
Springfield,
Missouri
|
–
|
-$205K
|
-1,302
|
Closed
|
|
|
1207
|
Beese Fulmer Investment Management
Canton,
Ohio
|
–
|
-$205K
|
-1,300
|
Closed
|
|
|
1208
|
Sabal Trust
St. Petersburg,
Florida
|
–
|
-$205K
|
-1,300
|
Closed
|
|
|
1209
|
FDx Advisors
Chicago,
Illinois
|
–
|
-$204K
|
-1,295
|
Closed
|
|
|
1210
|
Members Trust
Tampa,
Florida
|
–
|
-$202K
|
-1,284
|
Closed
|
|
|
1211
|
Burney Company
Reston,
Virginia
|
–
|
-$202K
|
-1,282
|
Closed
|
|
|
1212
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
–
|
-$201K
|
-1,279
|
Closed
|
|
|
1213
|
Appleton Partners
Boston,
Massachusetts
|
–
|
-$201K
|
-1,276
|
Closed
|
|
|
1214
|
Avaii Wealth Management
Appleton,
Wisconsin
|
–
|
-$201K
|
-1,275
|
Closed
|
|
|
1215
|
McDonald Capital Investors
Orinda,
California
|
–
|
-$201K
|
-1,275
|
Closed
|
|
|
1216
|
Grimes & Company
Westborough,
Massachusetts
|
–
|
-$200K
|
-1,271
|
Closed
|
|
|
1217
|
Future Financial Wealth Management
Cincinnati,
Ohio
|
–
|
-$186K
|
-1,180
|
Closed
|
|
|
1218
|
Evensky & Katz
Coral Gables,
Florida
|
–
|
-$114K
|
-722
|
Closed
|
|
|
1219
|
Simon Quick Advisors
Morristown,
New Jersey
|
–
|
-$103K
|
-653
|
Closed
|
|
|
1220
|
Cutler Group
San Francisco,
California
|
–
|
-$88.1K
|
-602
|
Closed
|
|
|
1221
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
–
|
-$94K
|
-595
|
Closed
|
|
|
1222
|
Faithward Advisors
Lancaster,
Pennsylvania
|
–
|
-$86K
|
-544
|
Closed
|
|
|
1223
|
Sandy Cove Advisors
Hingham,
Massachusetts
|
–
|
-$79K
|
-500
|
Closed
|
|
|
1224
|
Arrow Financial
Glens Falls,
New York
|
–
|
-$78K
|
-495
|
Closed
|
|
|
1225
|
Tradewinds Capital Management
Bellingham,
Washington
|
–
|
-$75K
|
-475
|
Closed
|
|
