|
801
|
9258 Wealth Management
Blue Ash,
Ohio
|
–
|
-$245K
|
-2,340
|
Closed
|
|
|
802
|
BCS Wealth Management
Johnson City,
Tennessee
|
–
|
-$240K
|
-2,292
|
Closed
|
|
|
803
|
Csenge Advisory Group
Clearwater,
Florida
|
–
|
-$237K
|
-2,264
|
Closed
|
|
|
804
|
Advisor Resource Council
Dallas,
Texas
|
–
|
-$232K
|
-2,200
|
Closed
|
|
|
805
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
–
|
-$223K
|
-2,132
|
Closed
|
|
|
806
|
Syverson Strege & Co
West Des Moines,
Iowa
|
–
|
-$214K
|
-2,043
|
Closed
|
|
|
807
|
Shared Vision Wealth Group
Carlsbad,
United States
|
–
|
-$213K
|
-2,038
|
Closed
|
|
|
808
|
Stephens Inc
Little Rock,
Arkansas
|
–
|
-$206K
|
-1,966
|
Closed
|
|
|
809
|
Mission Creek Capital Partners
San Francisco,
California
|
–
|
-$204K
|
-1,950
|
Closed
|
|
|
810
|
Northwest Capital Management
Lake Oswego,
Oregon
|
–
|
-$137K
|
-1,312
|
Closed
|
|
|
811
|
Naples Money Management
Naples,
Florida
|
–
|
-$108K
|
-1,030
|
Closed
|
|
|
812
|
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
–
|
-$50K
|
-477
|
Closed
|
|
|
813
|
Barclays
London,
United Kingdom
|
–
|
-$20.9K
|
-200
|
Closed
|
|
|
814
|
Rise Advisors
Rochester,
New York
|
–
|
-$14.7K
|
-141
|
Closed
|
|
|
815
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
–
|
-$13.4K
|
-127
|
Closed
|
|
|
816
|
Asset Dedication LLC
San Francisco,
California
|
–
|
-$13K
|
-125
|
Closed
|
|
|
817
|
Riverview Trust Company
Vancouver,
Washington
|
–
|
-$7.64K
|
-73
|
Closed
|
|
|
818
|
ICA Group Wealth Management
Denver,
Colorado
|
–
|
-$862
|
-8
|
Closed
|
|
|
819
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
–
|
-$525
|
-5
|
Closed
|
|
|
820
|
Addison Advisors
Middlebury,
Vermont
|
–
|
-$105
|
-1
|
Closed
|
|
