|
501
|
Friedenthal Financial
Marlton,
New Jersey
|
–
|
-$748K
|
-43,912
|
Closed
|
|
|
502
|
Institute for Wealth Management
Denver,
Colorado
|
–
|
-$732K
|
-42,972
|
Closed
|
|
|
503
|
Gateway Advisory
Westfield,
New Jersey
|
–
|
-$354K
|
-20,800
|
Closed
|
|
|
504
|
United Asset Strategies
Garden City,
New York
|
–
|
-$327K
|
-19,200
|
Closed
|
|
|
505
|
Larson Financial Group
St Louis,
Missouri
|
–
|
-$313K
|
-18,390
|
Closed
|
|
|
506
|
Crow Point Partners
Boston,
Massachusetts
|
–
|
-$300K
|
-17,642
|
Closed
|
|
|
507
|
Confluence Wealth Management
Portland,
Oregon
|
–
|
-$297K
|
-17,428
|
Closed
|
|
|
508
|
KCM Investment Advisors
Greenbrae,
California
|
–
|
-$292K
|
-17,122
|
Closed
|
|
|
509
|
Badgley, Phelps & Bell
Seattle,
Washington
|
–
|
-$265K
|
-15,554
|
Closed
|
|
|
510
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
–
|
-$238K
|
-13,978
|
Closed
|
|
|
511
|
Global Financial Private Capital
Sarasota,
Florida
|
–
|
-$230K
|
-13,478
|
Closed
|
|
|
512
|
IFC Holdings
Tampa,
Florida
|
–
|
-$211K
|
-12,336
|
Closed
|
|
|
513
|
Norway Savings Bank
Portland,
Maine
|
–
|
-$205K
|
-12,016
|
Closed
|
|
|
514
|
Evercore Wealth Management
New York
|
–
|
-$163K
|
-9,556
|
Closed
|
|
|
515
|
Kiley Juergens Wealth Management
Olympia,
Washington
|
–
|
-$152K
|
-8,936
|
Closed
|
|
|
516
|
Accurate Investment Solutions
Seven Fields,
Pennsylvania
|
–
|
-$150K
|
-8,778
|
Closed
|
|
|
517
|
Lazard Asset Management
New York
|
–
|
-$139K
|
-8,176
|
Closed
|
|
|
518
|
American Financial Network Advisory Services
Calabasas,
California
|
–
|
-$109K
|
-6,402
|
Closed
|
|
|
519
|
|
–
|
-$57K
|
-3,340
|
Closed
|
|
|
520
|
Kings Point Capital Management
Great Neck,
New York
|
–
|
-$37K
|
-2,144
|
Closed
|
|
|
521
|
|
–
|
-$29K
|
-1,676
|
Closed
|
|
|
522
|
WESPAC Advisors SoCal
Pasadena,
California
|
–
|
-$25K
|
-1,498
|
Closed
|
|
|
523
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
–
|
-$3K
|
-198
|
Closed
|
|
|
524
|
Lenox Wealth Management
Cincinnati,
Ohio
|
–
|
-$2.07K
|
-120
|
-88%
|
|
|
525
|
Icon Wealth Partners
Houston,
Texas
|
–
|
-$1K
|
-86
|
Closed
|
|
