|
601
|
Evermay Wealth Management
Arlington,
Virginia
|
–
|
-$232K
|
-727
|
Closed
|
|
|
602
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
–
|
-$227K
|
-711
|
Closed
|
|
|
603
|
D.A. Davidson & Co
Great Falls,
Montana
|
–
|
-$227K
|
-711
|
Closed
|
|
|
604
|
Inspire Investing
Meridian,
Idaho
|
–
|
-$223K
|
-700
|
Closed
|
|
|
605
|
Roman Butler Fullerton & Co
St Louis,
Missouri
|
–
|
-$219K
|
-686
|
Closed
|
|
|
606
|
Parsons Capital Management
Providence,
Rhode Island
|
–
|
-$207K
|
-650
|
Closed
|
|
|
607
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
–
|
-$205K
|
-641
|
Closed
|
|
|
608
|
TriaGen Wealth Management
Calabasas,
California
|
–
|
-$202K
|
-634
|
Closed
|
|
|
609
|
Voya Financial Advisors
Windsor,
Connecticut
|
–
|
-$201K
|
-629
|
Closed
|
|
|
610
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
–
|
-$191K
|
-600
|
Closed
|
|
|
611
|
Dupont Capital Management
Wilmington,
Delaware
|
–
|
-$168K
|
-526
|
Closed
|
|
|
612
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
–
|
-$57K
|
-180
|
Closed
|
|
|
613
|
Capital Asset Advisory Services
Williamston,
Michigan
|
–
|
-$41K
|
-127
|
Closed
|
|
|
614
|
Defined Wealth Management
Beaverton,
Oregon
|
–
|
-$37K
|
-115
|
Closed
|
|
|
615
|
Altus Wealth Group
Colorado Springs,
Colorado
|
–
|
-$35K
|
-110
|
Closed
|
|
|
616
|
Acadian Asset Management
Boston,
Massachusetts
|
–
|
-$26K
|
-83
|
Closed
|
|
|
617
|
Clearstead Trust
Portland,
Maine
|
–
|
-$19K
|
-58
|
Closed
|
|
|
618
|
Oxler Private Wealth
Rye Brook,
New York
|
–
|
-$12K
|
-40
|
Closed
|
|
|
619
|
First Trust Direct Indexing
Boston,
Massachusetts
|
–
|
-$8K
|
-25
|
Closed
|
|
|
620
|
Vantage Consulting Group
Virginia Beach,
Virginia
|
–
|
-$8K
|
-25
|
Closed
|
|
|
621
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
–
|
-$5K
|
-17
|
Closed
|
|
|
622
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
–
|
-$4K
|
-13
|
Closed
|
|
|
623
|
Associated Banc-Corp
Green Bay,
Wisconsin
|
–
|
-$4K
|
-12
|
Closed
|
|
|
624
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
–
|
-$2K
|
-6
|
Closed
|
|
|
625
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
–
|
-$1K
|
-2
|
Closed
|
|
