|
926
|
Raffa Wealth Management
Washington,
District of Columbia
|
–
|
-$257K
|
-2,178
|
Closed
|
|
|
927
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
–
|
-$250K
|
-2,124
|
Closed
|
|
|
928
|
Financial Engines Advisors
Santa Clara,
California
|
–
|
-$230K
|
-1,946
|
Closed
|
|
|
929
|
Charles Schwab Investment Advisory
San Francisco,
California
|
–
|
-$218K
|
-1,850
|
Closed
|
|
|
930
|
Arete Wealth Advisors
Chicago,
Illinois
|
–
|
-$214K
|
-1,816
|
Closed
|
|
|
931
|
Wintrust Investments
Chicago,
Illinois
|
–
|
-$207K
|
-1,750
|
Closed
|
|
|
932
|
Gibson Capital
Wexford,
Pennsylvania
|
–
|
-$203K
|
-1,725
|
Closed
|
|
|
933
|
RMR Wealth Builders
Montclair,
New Jersey
|
–
|
-$178K
|
-1,508
|
Closed
|
|
|
934
|
Lederer & Associates Investment Counsel
Long Beach,
California
|
–
|
-$171K
|
-1,450
|
Closed
|
|
|
935
|
Private Ocean
San Rafael,
California
|
–
|
-$138K
|
-1,170
|
Closed
|
|
|
936
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
–
|
-$93K
|
-787
|
Closed
|
|
|
937
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
–
|
-$61K
|
-515
|
Closed
|
|
|
938
|
Alpha DNA Investment Management
Columbia,
Maryland
|
–
|
-$51K
|
-440
|
Closed
|
|
|
939
|
Valley Brook Capital Group
Venetia,
Pennsylvania
|
–
|
-$17K
|
-146
|
Closed
|
|
|
940
|
Fiduciary Planning
Englewood,
Florida
|
–
|
-$12K
|
-100
|
Closed
|
|
|
941
|
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
|
–
|
-$9K
|
-75
|
Closed
|
|
|
942
|
Financial Enhancement Group
Anderson,
Indiana
|
–
|
-$6K
|
-49
|
Closed
|
|
|
943
|
Bogart Wealth LLC
Mclean,
Virginia
|
–
|
-$5K
|
-42
|
Closed
|
|
|
944
|
Regal Wealth Group
Seal Beach,
California
|
–
|
-$2K
|
-16
|
Closed
|
|
