|
701
|
tru Independence
Portland,
Oregon
|
–
|
-$531K
|
-16,707
|
Closed
|
|
|
702
|
Human Investing
Lake Oswego,
Oregon
|
–
|
-$430K
|
-13,530
|
Closed
|
|
|
703
|
Ferris Capital
Marlborough,
Massachusetts
|
–
|
-$413K
|
-13,007
|
Closed
|
|
|
704
|
Soundmark Wealth Management
Kirkland,
Washington
|
–
|
-$332K
|
-10,401
|
Closed
|
|
|
705
|
Mengis Capital Management
Portland,
Oregon
|
–
|
-$279K
|
-8,796
|
Closed
|
|
|
706
|
Avidian Wealth Enterprises
Houston,
Texas
|
–
|
-$250K
|
-7,881
|
Closed
|
|
|
707
|
Palladium Partners
Norfolk,
Virginia
|
–
|
-$215K
|
-6,750
|
Closed
|
|
|
708
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
–
|
-$212K
|
-6,679
|
Closed
|
|
|
709
|
|
–
|
-$207K
|
-6,511
|
Closed
|
|
|
710
|
ProVise Management Group
Clearwater,
Florida
|
–
|
-$202K
|
-6,351
|
Closed
|
|
|
711
|
Modera Wealth Management
Westwood,
New Jersey
|
–
|
-$202K
|
-6,344
|
Closed
|
|
|
712
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
–
|
-$133K
|
-4,184
|
Closed
|
|
|
713
|
Litman Gregory Wealth Management
Larkspur,
California
|
–
|
-$51K
|
-1,613
|
Closed
|
|
|
714
|
Evoke Wealth
Los Angeles,
California
|
–
|
-$34K
|
-1,063
|
Closed
|
|
|
715
|
Manchester Financial
Westlake Village,
California
|
–
|
-$24K
|
-768
|
Closed
|
|
|
716
|
Sage Financial Management Group
Mclean,
Virginia
|
–
|
-$24K
|
-741
|
Closed
|
|
|
717
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
–
|
-$17.2K
|
-529
|
-97%
|
|
|
718
|
AssetMark Inc
Concord,
California
|
–
|
-$11K
|
-358
|
Closed
|
|
|
719
|
HM Payson & Co
Portland,
Maine
|
–
|
-$11.3K
|
-349
|
-96%
|
|
|
720
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
–
|
-$5K
|
-170
|
Closed
|
|
|
721
|
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
|
–
|
-$2K
|
-74
|
Closed
|
|
|
722
|
Berman Capital Advisors
Atlanta,
Georgia
|
–
|
-$1K
|
-51
|
Closed
|
|
|
723
|
D'Orazio & Associates
Falls Church,
Virginia
|
–
|
-$1K
|
-42
|
Closed
|
|
