|
1201
|
Integrity Alliance
Urbandale,
Iowa
|
–
|
-$244K
|
-5,379
|
Closed
|
|
|
1202
|
Independent Family Office
Albany,
New York
|
–
|
-$243K
|
-5,357
|
Closed
|
|
|
1203
|
Wellington Group
Indianapolis,
Indiana
|
–
|
-$242K
|
-5,336
|
Closed
|
|
|
1204
|
Principal Securities
Des Moines,
Iowa
|
–
|
-$240K
|
-5,298
|
Closed
|
|
|
1205
|
CapWealth Advisors
Franklin,
Tennessee
|
–
|
-$240K
|
-5,293
|
Closed
|
|
|
1206
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
–
|
-$240K
|
-5,290
|
Closed
|
|
|
1207
|
Smith, Moore & Co
Clayton,
Missouri
|
–
|
-$239K
|
-5,287
|
Closed
|
|
|
1208
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
–
|
-$239K
|
-5,277
|
Closed
|
|
|
1209
|
Cache Advisors
San Francisco,
California
|
–
|
-$238K
|
-5,255
|
Closed
|
|
|
1210
|
PAX Financial Group
San Antonio,
Texas
|
–
|
-$237K
|
-5,240
|
Closed
|
|
|
1211
|
Koshinski Asset Management
Decatur,
Illinois
|
–
|
-$237K
|
-5,233
|
Closed
|
|
|
1212
|
Avidian Wealth Enterprises
Houston,
Texas
|
–
|
-$237K
|
-5,221
|
Closed
|
|
|
1213
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
–
|
-$236K
|
-5,213
|
Closed
|
|
|
1214
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
–
|
-$236K
|
-5,206
|
Closed
|
|
|
1215
|
Pathfinder Wealth Consulting
Wilmington,
North Carolina
|
–
|
-$233K
|
-5,149
|
Closed
|
|
|
1216
|
Impact Capital Partners
Greenwood Village,
Colorado
|
–
|
-$233K
|
-5,141
|
Closed
|
|
|
1217
|
Phoenix Financial
Givatayim,
Israel
|
–
|
-$233K
|
-5,133
|
Closed
|
|
|
1218
|
Allen Mooney & Barnes Investment Advisors
Thomasville,
Georgia
|
–
|
-$232K
|
-5,122
|
Closed
|
|
|
1219
|
Synergy Financial Group
San Ramon,
California
|
–
|
-$230K
|
-5,077
|
Closed
|
|
|
1220
|
Belpointe Asset Management
Reno,
Nevada
|
–
|
-$230K
|
-5,076
|
Closed
|
|
|
1221
|
Cigna Investments
Bloomfield,
Connecticut
|
–
|
-$229K
|
-5,053
|
Closed
|
|
|
1222
|
WBH Advisory
Baltimore,
Maryland
|
–
|
-$224K
|
-5,039
|
Closed
|
|
|
1223
|
Fidelis Capital Partners
Tampa,
Florida
|
–
|
-$227K
|
-5,022
|
Closed
|
|
|
1224
|
|
–
|
-$227K
|
-5,019
|
Closed
|
|
|
1225
|
Rayburn West Financial Services
Nashville,
Tennessee
|
–
|
-$227K
|
-5,000
|
Closed
|
|
