|
201
|
Private Capital Group
West Hartford,
Connecticut
|
$4K
|
–
|
–
|
–
|
|
|
202
|
Shine Investment Advisory Services
Lone Tree,
Colorado
|
$4K
|
–
|
–
|
–
|
|
|
203
|
Valeo Financial Advisors
Carmel,
Indiana
|
$4K
|
–
|
–
|
–
|
|
|
204
|
Kelly Financial Services
Braintree,
Massachusetts
|
$3.77K
|
–
|
–
|
–
|
|
|
205
|
Lee Financial
Dallas,
Texas
|
$3K
|
–
|
–
|
–
|
|
|
206
|
Oakworth Capital
Birmingham,
Alabama
|
$3K
|
+$2.6K
|
+140
|
New
|
|
|
207
|
Bogart Wealth LLC
Mclean,
Virginia
|
$2K
|
–
|
–
|
–
|
|
|
208
|
FAS Wealth Partners
Leawood,
Kansas
|
$1K
|
–
|
–
|
–
|
|
|
209
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1K
|
+$185
|
+10
|
New
|
|
|
210
|
Brendel Financial Advisors
Hanover,
New Hampshire
|
–
|
-$3.27M
|
-204,960
|
Closed
|
|
|
211
|
Parcion Private Wealth
Bellevue,
Washington
|
–
|
-$2.05M
|
-128,620
|
Closed
|
|
|
212
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
–
|
-$1.28M
|
-80,000
|
Closed
|
|
|
213
|
Lido Advisors
Los Angeles,
California
|
–
|
-$1.25M
|
-78,580
|
Closed
|
|
|
214
|
GPM Growth Investors
Bloomfield Hills,
Michigan
|
–
|
-$683K
|
-42,850
|
Closed
|
|
|
215
|
Cypress Wealth Services
Palm Desert,
California
|
–
|
-$386K
|
-24,190
|
Closed
|
|
|
216
|
Trexquant Investment
Stamford,
Connecticut
|
–
|
-$383K
|
-24,050
|
Closed
|
|
|
217
|
Hayden Royal
Charlotte,
North Carolina
|
–
|
-$370K
|
-23,210
|
Closed
|
|
|
218
|
Claraphi Advisory Network
Aliso Viejo,
United States
|
–
|
-$357K
|
-22,370
|
Closed
|
|
|
219
|
Capital Square
Chattanooga,
Tennessee
|
–
|
-$283K
|
-17,720
|
Closed
|
|
|
220
|
Landmark Financial Advisors
Bowling Green,
Kentucky
|
–
|
-$260K
|
-14,820
|
Closed
|
|
|
221
|
Soltis Investment Advisors
St. George,
Utah
|
–
|
-$233K
|
-14,600
|
Closed
|
|
|
222
|
Certuity
North Palm Beach,
Florida
|
–
|
-$219K
|
-13,720
|
Closed
|
|
|
223
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
–
|
-$206K
|
-12,920
|
Closed
|
|
|
224
|
Darwin Wealth Management
Tampa,
Florida
|
–
|
-$56K
|
-3,540
|
Closed
|
|
|
225
|
Advisory Alpha
Holland,
Michigan
|
–
|
-$45.5K
|
-2,640
|
Closed
|
|
