|
301
|
Hayden Royal
Charlotte,
North Carolina
|
–
|
-$335K
|
-6,466
|
Closed
|
|
|
302
|
Alera Investment Advisors
Deerfield,
Illinois
|
–
|
-$300K
|
-5,775
|
Closed
|
|
|
303
|
Omega Financial Group
Santa Barbara,
California
|
–
|
-$282K
|
-5,436
|
Closed
|
|
|
304
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$281K
|
-5,419
|
Closed
|
|
|
305
|
Covenant Multifamily Offices
San Antonio,
Texas
|
–
|
-$231K
|
-4,443
|
Closed
|
|
|
306
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
–
|
-$219K
|
-4,218
|
Closed
|
|
|
307
|
Physician Wealth Advisors
Midvale,
Utah
|
–
|
-$216K
|
-4,190
|
Closed
|
|
|
308
|
BSW Wealth Partners
Boulder,
Colorado
|
–
|
-$214K
|
-4,121
|
Closed
|
|
|
309
|
Belpointe Asset Management
Reno,
Nevada
|
–
|
-$112K
|
-2,149
|
Closed
|
|
|
310
|
Founders Financial Alliance
Raleigh,
North Carolina
|
–
|
-$46K
|
-884
|
Closed
|
|
|
311
|
Global Trust Asset Management
West Palm Beach,
Florida
|
–
|
-$10K
|
-201
|
Closed
|
|
|
312
|
Glen Eagle Advisors
Kingston,
New Jersey
|
–
|
-$2.02K
|
-39
|
Closed
|
|
|
313
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
–
|
-$2K
|
-30
|
Closed
|
|
|
314
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
–
|
-$1K
|
-27
|
Closed
|
|
|
315
|
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
–
|
+$52
|
+1
|
New
|
|
|
316
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
–
|
+$417
|
+8
|
New
|
|
