|
1101
|
Excalibur Management
Waltham,
Massachusetts
|
–
|
-$207K
|
-1,926
|
Closed
|
|
|
1102
|
Security Financial Services
Fort Wayne,
Indiana
|
–
|
-$207K
|
-1,924
|
Closed
|
|
|
1103
|
ARS Wealth Advisors Group
St. Petersburg,
Florida
|
–
|
-$203K
|
-1,890
|
Closed
|
|
|
1104
|
Insight Advisors
Newtown,
Pennsylvania
|
–
|
-$202K
|
-1,882
|
Closed
|
|
|
1105
|
Aprio Wealth Management
Atlanta,
Georgia
|
–
|
-$202K
|
-1,876
|
Closed
|
|
|
1106
|
Black Diamond Financial
Towson,
Maryland
|
–
|
-$201K
|
-1,874
|
Closed
|
|
|
1107
|
Coastline Trust
Providence,
Rhode Island
|
–
|
-$201K
|
-1,874
|
Closed
|
|
|
1108
|
RBA Wealth Management
Newport Beach,
California
|
–
|
-$201K
|
-1,873
|
Closed
|
|
|
1109
|
WESPAC Advisors SoCal
Pasadena,
California
|
–
|
-$201K
|
-1,870
|
Closed
|
|
|
1110
|
Westshore Wealth
Newport Beach,
California
|
–
|
-$200K
|
-1,864
|
Closed
|
|
|
1111
|
FRG Family Wealth Advisors
Bellevue,
Washington
|
–
|
-$174K
|
-1,645
|
Closed
|
|
|
1112
|
Allspring Global Investments
Charlotte,
North Carolina
|
–
|
-$144K
|
-1,340
|
Closed
|
|
|
1113
|
|
–
|
-$89.9K
|
-815
|
Closed
|
|
|
1114
|
Global Assets Advisory
Orlando,
Florida
|
–
|
-$54.3K
|
-509
|
Closed
|
|
|
1115
|
Annapolis Financial Services
Annapolis,
Maryland
|
–
|
-$49.6K
|
-462
|
Closed
|
|
|
1116
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
–
|
-$49.2K
|
-458
|
Closed
|
|
|
1117
|
LifeSteps Financial
Claremont,
California
|
–
|
-$44.9K
|
-418
|
Closed
|
|
|
1118
|
Asset Dedication LLC
San Francisco,
California
|
–
|
-$24K
|
-229
|
Closed
|
|
|
1119
|
Arjuna Capital
Durham,
North Carolina
|
–
|
-$19.5K
|
-182
|
Closed
|
|
|
1120
|
Trust Company
Manhattan,
Kansas
|
–
|
-$18.3K
|
-170
|
Closed
|
|
|
1121
|
Colonial Trust
Spartanburg,
South Carolina
|
–
|
-$7.3K
|
-68
|
Closed
|
|
|
1122
|
Chelsea Counsel Company
Los Angeles,
California
|
–
|
-$5.16K
|
-48
|
Closed
|
|
|
1123
|
Union Savings Bank
Litchfield,
Connecticut
|
–
|
-$3.33K
|
-31
|
Closed
|
|
|
1124
|
Sachetta
Lynnfield,
Massachusetts
|
–
|
-$2.8K
|
-26
|
Closed
|
|
|
1125
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
–
|
-$2K
|
-21
|
Closed
|
|
