|
226
|
Sowell Financial Services
North Little Rock,
Arkansas
|
–
|
-$847K
|
-22,166
|
Closed
|
|
|
227
|
KeyBank National Association
Cleveland,
Ohio
|
–
|
-$689K
|
-18,044
|
Closed
|
|
|
228
|
Cahaba Wealth Management
Atlanta,
Georgia
|
–
|
-$610K
|
-15,969
|
Closed
|
|
|
229
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
–
|
-$558K
|
-14,745
|
Closed
|
|
|
230
|
GYL Financial Synergies
West Hartford,
Connecticut
|
–
|
-$541K
|
-14,156
|
Closed
|
|
|
231
|
Merriman Wealth Management
Seattle,
Washington
|
–
|
-$494K
|
-12,923
|
Closed
|
|
|
232
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
–
|
-$283K
|
-7,408
|
Closed
|
|
|
233
|
Baker Avenue Asset Management
San Francisco,
California
|
–
|
-$112K
|
-2,931
|
Closed
|
|
|
234
|
WR Wealth Planners
Columbia,
Missouri
|
–
|
-$12.3K
|
-322
|
Closed
|
|
|
235
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
–
|
-$7.64K
|
-200
|
Closed
|
|
|
236
|
Farther Finance Advisors
San Francisco,
California
|
–
|
-$3.9K
|
-102
|
Closed
|
|
|
237
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
–
|
-$3.44K
|
-90
|
Closed
|
|
|
238
|
Avior Wealth Management
Omaha,
Nebraska
|
–
|
-$3.39K
|
-88
|
Closed
|
|
|
239
|
Realta Investment Advisors
Wilmington,
Delaware
|
–
|
-$3.41K
|
-83
|
Closed
|
|
|
240
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
–
|
-$1.53K
|
-40
|
Closed
|
|
|
241
|
WealthShield Partners
Cary,
North Carolina
|
–
|
-$1.41K
|
-37
|
Closed
|
|
|
242
|
DecisionPoint Financial
Mesa,
Arizona
|
–
|
-$344
|
-9
|
Closed
|
|
|
243
|
|
–
|
-$153
|
-4
|
Closed
|
|
