|
1101
|
Personal CFO Solutions
Chester,
New Jersey
|
–
|
-$229K
|
-663
|
Closed
|
|
|
1102
|
Prossimo Advisors
San Luis Obispo,
California
|
–
|
-$203K
|
-588
|
Closed
|
|
|
1103
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
–
|
-$179K
|
-520
|
Closed
|
|
|
1104
|
EFG International
Zurich,
|
–
|
-$137K
|
-399
|
Closed
|
|
|
1105
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
–
|
-$84.5K
|
-245
|
Closed
|
|
|
1106
|
TCTC Holdings
Dallas,
Texas
|
–
|
-$67.9K
|
-197
|
Closed
|
|
|
1107
|
Optiver Holding
Amsterdam,
Netherlands
|
–
|
-$64.8K
|
-188
|
Closed
|
|
|
1108
|
SageView Advisory Group
Newport Beach,
California
|
–
|
-$50.1K
|
-145
|
Closed
|
|
|
1109
|
Sentry Investment Management
Stevens Point,
Wisconsin
|
–
|
-$36K
|
-104
|
Closed
|
|
|
1110
|
Quattro Advisors
Pittsburgh,
Pennsylvania
|
–
|
-$35.2K
|
-102
|
Closed
|
|
|
1111
|
Vermillion & White Wealth Management Group
Phoenixville,
Pennsylvania
|
–
|
-$24.5K
|
-71
|
Closed
|
|
|
1112
|
Wealth Watch Advisors
Englewood,
Colorado
|
–
|
-$17.9K
|
-52
|
Closed
|
|
|
1113
|
Meeder Asset Management
Dublin,
Ohio
|
–
|
-$12.1K
|
-35
|
Closed
|
|
|
1114
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
–
|
-$9.3K
|
-27
|
Closed
|
|
|
1115
|
Wealth Enhancement Trust Services
Sioux Falls,
South Dakota
|
–
|
-$8.96K
|
-26
|
Closed
|
|
|
1116
|
Elyxium Wealth
San Mateo,
California
|
–
|
-$7.6K
|
-22
|
Closed
|
|
|
1117
|
Optima Capital
Beaverton,
Oregon
|
–
|
-$4.13K
|
-12
|
Closed
|
|
|
1118
|
Howard Hughes Medical Institute
Chevy Chase,
Maryland
|
–
|
-$3.79K
|
-11
|
Closed
|
|
|
1119
|
Turning Point Benefit Group
Frederick,
Maryland
|
–
|
-$2.41K
|
-7
|
Closed
|
|
|
1120
|
IFC & Insurance Marketing
Auburn,
California
|
–
|
-$2K
|
-6
|
Closed
|
|
|
1121
|
Lodestone Wealth Management
Spokane,
Washington
|
–
|
-$1.72K
|
-5
|
Closed
|
|
|
1122
|
Strategic Wealth Partners
Independence,
Ohio
|
–
|
-$689
|
-2
|
Closed
|
|
