|
201
|
Silver Oak Securities
Jackson,
Tennessee
|
–
|
-$680K
|
-24,813
|
Closed
|
|
|
202
|
Aspire Capital Advisors
Seattle,
Washington
|
–
|
-$572K
|
-20,871
|
Closed
|
|
|
203
|
Personal CFO Solutions
Chester,
New Jersey
|
–
|
-$543K
|
-19,806
|
Closed
|
|
|
204
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
–
|
-$405K
|
-14,790
|
Closed
|
|
|
205
|
KCM Investment Advisors
Greenbrae,
California
|
–
|
-$342K
|
-12,465
|
Closed
|
|
|
206
|
Citadel Advisors
Miami,
Florida
|
–
|
-$324K
|
-11,809
|
Closed
|
|
|
207
|
Legacy Private Trust
Neenah,
Wisconsin
|
–
|
-$238K
|
-8,686
|
Closed
|
|
|
208
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
–
|
-$237K
|
-8,655
|
Closed
|
|
|
209
|
|
–
|
-$221K
|
-8,053
|
Closed
|
|
|
210
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
–
|
-$214K
|
-7,792
|
Closed
|
|
|
211
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
–
|
-$56.2K
|
-2,050
|
Closed
|
|
|
212
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
–
|
-$34.3K
|
-1,250
|
Closed
|
|
|
213
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
–
|
-$21.9K
|
-800
|
Closed
|
|
|
214
|
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
|
–
|
-$17K
|
-620
|
Closed
|
|
|
215
|
Realta Investment Advisors
Wilmington,
Delaware
|
–
|
-$55.2K
|
-185
|
Closed
|
|
|
216
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
–
|
-$3.06K
|
-120
|
Closed
|
|
|
217
|
Savior LLC
Wellesley Hills,
Massachusetts
|
–
|
-$822
|
-30
|
Closed
|
|
