|
501
|
Gries Financial
Cleveland,
Ohio
|
–
|
-$212K
|
-8,260
|
Closed
|
|
|
502
|
Financial & Tax Architects
St Louis,
Missouri
|
–
|
-$208K
|
-8,108
|
Closed
|
|
|
503
|
Coldstream Capital Management
Bellevue,
Washington
|
–
|
-$208K
|
-8,100
|
Closed
|
|
|
504
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
–
|
-$133K
|
-5,170
|
Closed
|
|
|
505
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
–
|
-$98K
|
-3,830
|
Closed
|
|
|
506
|
William Blair & Company
Chicago,
Illinois
|
–
|
-$57K
|
-2,230
|
Closed
|
|
|
507
|
Brand Asset Management Group
Chesterfield,
Missouri
|
–
|
-$45K
|
-1,760
|
Closed
|
|
|
508
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
–
|
-$31K
|
-1,220
|
Closed
|
|
|
509
|
Sage Financial Management Group
Mclean,
Virginia
|
–
|
-$30K
|
-1,188
|
Closed
|
|
|
510
|
Selective Wealth Management
Forest,
Virginia
|
–
|
-$27K
|
-1,050
|
Closed
|
|
|
511
|
Trust Company
Manhattan,
Kansas
|
–
|
-$19K
|
-748
|
Closed
|
|
|
512
|
|
–
|
-$17K
|
-682
|
Closed
|
|
|
513
|
Wolff Wiese Magana
Carslbad,
California
|
–
|
-$13K
|
-512
|
Closed
|
|
|
514
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
–
|
-$12K
|
-470
|
Closed
|
|
|
515
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
–
|
-$11K
|
-446
|
Closed
|
|
|
516
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
–
|
-$10K
|
-400
|
Closed
|
|
|
517
|
Valeo Financial Advisors
Carmel,
Indiana
|
–
|
-$5K
|
-200
|
Closed
|
|
|
518
|
WealthShield Partners
Cary,
North Carolina
|
–
|
-$4K
|
-170
|
Closed
|
|
|
519
|
Spire Wealth Management
Mclean,
Virginia
|
–
|
-$3K
|
-100
|
Closed
|
|
|
520
|
Liberty Wealth Management
Oakland,
California
|
–
|
+$51
|
+2
|
New
|
|
|
521
|
Lloyd Advisory Services
Suwanee,
Georgia
|
–
|
+$359
|
+14
|
New
|
|
