|
601
|
KeyBank National Association
Cleveland,
Ohio
|
–
|
-$290K
|
-2,940
|
Closed
|
|
|
602
|
Congress Wealth Management
Boston,
Massachusetts
|
–
|
-$276K
|
-2,796
|
Closed
|
|
|
603
|
ORG Partners
Roanoke,
Indiana
|
–
|
-$266K
|
-2,694
|
Closed
|
|
|
604
|
W.H. Cornerstone Investments
Kingston,
Massachusetts
|
–
|
-$262K
|
-2,657
|
Closed
|
|
|
605
|
ML&R Wealth Management
Austin,
Texas
|
–
|
-$261K
|
-2,646
|
Closed
|
|
|
606
|
Koss-Olinger Consulting
Gainesville,
Florida
|
–
|
-$247K
|
-2,504
|
Closed
|
|
|
607
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
–
|
-$241K
|
-2,453
|
Closed
|
|
|
608
|
Strategic Advocates
Logan,
Utah
|
–
|
-$232K
|
-2,354
|
Closed
|
|
|
609
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
–
|
-$232K
|
-2,354
|
Closed
|
|
|
610
|
Significant Wealth Partners
Cary,
Illinois
|
–
|
-$223K
|
-2,265
|
Closed
|
|
|
611
|
Haverford Financial Services
Radnor,
Pennsylvania
|
–
|
-$222K
|
-2,252
|
Closed
|
|
|
612
|
Yoder Wealth Management
Walnut Creek,
California
|
–
|
-$216K
|
-2,188
|
Closed
|
|
|
613
|
Olympus Wealth Management
Cottonwood Heights,
Utah
|
–
|
-$212K
|
-2,153
|
Closed
|
|
|
614
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
–
|
-$203K
|
-2,057
|
Closed
|
|
|
615
|
GoalVest Advisory
New York
|
–
|
-$165K
|
-1,676
|
Closed
|
|
|
616
|
Mowery & Schoenfeld Wealth Management
Lincolnshire,
Illinois
|
–
|
-$105K
|
-1,061
|
Closed
|
|
|
617
|
HM Payson & Co
Portland,
Maine
|
–
|
-$73.5K
|
-745
|
Closed
|
|
|
618
|
Bank of New Hampshire
Laconia,
New Hampshire
|
–
|
-$70K
|
-710
|
Closed
|
|
|
619
|
Level Financial Advisors
East Amherst,
New York
|
–
|
-$49.3K
|
-500
|
Closed
|
|
|
620
|
Concord Wealth Partners
Abingdon,
Virginia
|
–
|
-$38K
|
-385
|
Closed
|
|
|
621
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
–
|
-$29.6K
|
-300
|
Closed
|
|
|
622
|
Delos Wealth Advisors
Dallas,
Texas
|
–
|
-$29.3K
|
-297
|
Closed
|
|
|
623
|
Richardson Capital Management
Menomonee Falls,
Wisconsin
|
–
|
-$27.6K
|
-280
|
Closed
|
|
|
624
|
Y.D. More Investments
Ramat Gan,
Israel
|
–
|
-$26.9K
|
-273
|
Closed
|
|
|
625
|
Park Place Capital
Homewood,
Alabama
|
–
|
-$15.6K
|
-158
|
Closed
|
|
