|
501
|
Newport Wealth Strategies
Irvine,
California
|
–
|
-$462K
|
-16,940
|
Closed
|
|
|
502
|
Old Port Advisors
Portland,
Maine
|
–
|
-$289K
|
-10,564
|
Closed
|
|
|
503
|
US Financial Advisors
Braintree,
Massachusetts
|
–
|
-$280K
|
-10,256
|
Closed
|
|
|
504
|
MA Private Wealth
San Carlos,
California
|
–
|
-$268K
|
-9,822
|
Closed
|
|
|
505
|
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
|
–
|
-$260K
|
-9,538
|
Closed
|
|
|
506
|
Smith Anglin Financial
Dallas,
Texas
|
–
|
-$237K
|
-8,666
|
Closed
|
|
|
507
|
NWAM LLC
Mercer Island,
Washington
|
–
|
-$225K
|
-8,240
|
Closed
|
|
|
508
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
–
|
-$210K
|
-7,690
|
Closed
|
|
|
509
|
Covenant Multifamily Offices
San Antonio,
Texas
|
–
|
-$209K
|
-7,642
|
Closed
|
|
|
510
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
–
|
-$205K
|
-7,564
|
Closed
|
|
|
511
|
Truvestments Capital
Sarasota,
Florida
|
–
|
-$197K
|
-7,214
|
Closed
|
|
|
512
|
Altus Wealth Group
Colorado Springs,
Colorado
|
–
|
-$78K
|
-2,866
|
Closed
|
|
|
513
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
–
|
-$74K
|
-2,706
|
Closed
|
|
|
514
|
Clarkston Capital Partners
Rochester,
Michigan
|
–
|
-$73K
|
-2,686
|
Closed
|
|
|
515
|
Howe & Rusling
Rochester,
New York
|
–
|
-$26K
|
-944
|
Closed
|
|
|
516
|
Pflug Koory
Omaha,
Nebraska
|
–
|
-$23K
|
-830
|
Closed
|
|
|
517
|
KB Financial Partners
Princeton,
New Jersey
|
–
|
-$20K
|
-734
|
Closed
|
|
|
518
|
Tradewinds Capital Management
Bellingham,
Washington
|
–
|
-$8K
|
-300
|
Closed
|
|
|
519
|
Steph & Co
Marinette,
Wisconsin
|
–
|
-$6K
|
-220
|
Closed
|
|
|
520
|
Lion Street Advisors
Austin,
Texas
|
–
|
-$5.46K
|
-200
|
Closed
|
|
|
521
|
GeoWealth Management
Chicago,
Illinois
|
–
|
-$3K
|
-102
|
Closed
|
|
|
522
|
Red Door Wealth Management
Memphis,
Tennessee
|
–
|
-$2K
|
-102
|
Closed
|
|
|
523
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
–
|
-$713
|
-26
|
-93%
|
|
