|
1201
|
Alteri Wealth
Westlake Village,
California
|
–
|
-$725K
|
-12,755
|
Closed
|
|
|
1202
|
M Holdings Securities
Portland,
Oregon
|
–
|
-$595K
|
-10,465
|
Closed
|
|
|
1203
|
HUB Investment Partners
Austin,
Texas
|
–
|
-$539K
|
-9,486
|
Closed
|
|
|
1204
|
Investment Partners
New Philadelphia,
Ohio
|
–
|
-$511K
|
-9,002
|
Closed
|
|
|
1205
|
Fortis Advisors
Wayne,
Pennsylvania
|
–
|
-$496K
|
-8,736
|
Closed
|
|
|
1206
|
TrueWealth Financial Partners
Bellevue,
Washington
|
–
|
-$483K
|
-8,508
|
Closed
|
|
|
1207
|
Lavelle Capital
San Francisco,
California
|
–
|
-$476K
|
-8,370
|
Closed
|
|
|
1208
|
Csenge Advisory Group
Clearwater,
Florida
|
–
|
-$472K
|
-8,301
|
Closed
|
|
|
1209
|
McMill Wealth Management
Norfolk,
Nebraska
|
–
|
-$401K
|
-7,054
|
Closed
|
|
|
1210
|
Greystone Financial Group
Bloomfield Hills,
Michigan
|
–
|
-$385K
|
-6,773
|
Closed
|
|
|
1211
|
TBH Global Asset Management
Brentwood,
Tennessee
|
–
|
-$291K
|
-5,830
|
Closed
|
|
|
1212
|
Associated Banc-Corp
Green Bay,
Wisconsin
|
–
|
-$321K
|
-5,647
|
Closed
|
|
|
1213
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
–
|
-$303K
|
-5,331
|
Closed
|
|
|
1214
|
Equity Wealth Partners
Independence,
Missouri
|
–
|
-$292K
|
-5,143
|
Closed
|
|
|
1215
|
Chicago Wealth Management
Chicago,
Illinois
|
–
|
-$281K
|
-4,949
|
Closed
|
|
|
1216
|
Diesslin Group
Fort Worth,
Texas
|
–
|
-$280K
|
-4,928
|
Closed
|
|
|
1217
|
Oasis Advisors
Forest City,
Iowa
|
–
|
-$280K
|
-4,927
|
Closed
|
|
|
1218
|
Norris Perne & French
Grand Rapids,
Michigan
|
–
|
-$276K
|
-4,854
|
Closed
|
|
|
1219
|
GK Wealth Management
Reno,
Nevada
|
–
|
-$272K
|
-4,783
|
Closed
|
|
|
1220
|
Buck Wealth Strategies
Denver,
Colorado
|
–
|
-$261K
|
-4,586
|
Closed
|
|
|
1221
|
Fisher Asset Management
Camas,
Washington
|
–
|
-$259K
|
-4,555
|
Closed
|
|
|
1222
|
Providence Financial Advisors
Overland Park,
Kansas
|
–
|
-$234K
|
-4,123
|
Closed
|
|
|
1223
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
–
|
-$230K
|
-4,055
|
Closed
|
|
|
1224
|
Hopwood Financial Services
Reston,
Virginia
|
–
|
-$228K
|
-4,021
|
Closed
|
|
|
1225
|
Robertson Stephens Wealth Management
San Francisco,
California
|
–
|
-$220K
|
-3,873
|
Closed
|
|
