|
1101
|
Portfolio Strategies
Monsey,
New York
|
–
|
-$471K
|
-23,157
|
Closed
|
|
|
1102
|
NWAM LLC
Mercer Island,
Washington
|
–
|
-$438K
|
-21,612
|
Closed
|
|
|
1103
|
Relative Value Partners Group
|
–
|
-$385K
|
-20,523
|
Closed
|
|
|
1104
|
OneAscent Wealth Management
Birmingham,
Alabama
|
–
|
-$407K
|
-20,022
|
Closed
|
|
|
1105
|
Evoke Wealth
Los Angeles,
California
|
–
|
-$407K
|
-19,998
|
Closed
|
|
|
1106
|
Empowered Funds
Havertown,
Pennsylvania
|
–
|
-$400K
|
-19,674
|
Closed
|
|
|
1107
|
Optimum Investment Advisors
Chicago,
Illinois
|
–
|
-$309K
|
-15,192
|
Closed
|
|
|
1108
|
Glenview Trust
Louisville,
Kentucky
|
–
|
-$238K
|
-11,712
|
Closed
|
|
|
1109
|
|
–
|
-$234K
|
-11,505
|
Closed
|
|
|
1110
|
Aveo Capital Partners
Englewood,
Colorado
|
–
|
-$219K
|
-11,010
|
Closed
|
|
|
1111
|
Wellington Wealth Strategies
Indianapolis,
Indiana
|
–
|
-$216K
|
-10,638
|
Closed
|
|
|
1112
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
–
|
-$212K
|
-10,431
|
Closed
|
|
|
1113
|
PFG Investments
Woodbury,
New York
|
–
|
-$212K
|
-10,431
|
Closed
|
|
|
1114
|
Carson Advisory
Athens,
Georgia
|
–
|
-$211K
|
-10,344
|
Closed
|
|
|
1115
|
Treynor Bancshares
Treynor,
Iowa
|
–
|
-$206K
|
-10,122
|
Closed
|
|
|
1116
|
Mogy Joel R Investment Counsel
Beverly Hills,
California
|
–
|
-$205K
|
-10,083
|
Closed
|
|
|
1117
|
Trevian Wealth Management
Weston,
Massachusetts
|
–
|
-$203K
|
-9,996
|
Closed
|
|
|
1118
|
TFO Wealth Partners
Maumee,
Ohio
|
–
|
-$163K
|
-8,016
|
Closed
|
|
|
1119
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
–
|
-$122K
|
-5,988
|
Closed
|
|
|
1120
|
SYSTM Wealth Solutions
Chicago,
Illinois
|
–
|
-$98.8K
|
-4,857
|
Closed
|
|
|
1121
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
–
|
-$63.7K
|
-3,129
|
Closed
|
|
|
1122
|
Valued Wealth Advisors
Holladay,
Utah
|
–
|
-$61K
|
-3,000
|
Closed
|
|
|
1123
|
Impact Partnership Wealth
Marietta,
Georgia
|
–
|
-$56.8K
|
-2,790
|
Closed
|
|
|
1124
|
Palisade Asset Management
Minneapolis,
Minnesota
|
–
|
-$56.5K
|
-2,775
|
Closed
|
|
|
1125
|
CoreCap Advisors
Southfield,
Michigan
|
–
|
-$38.8K
|
-1,905
|
Closed
|
|
