|
826
|
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
|
–
|
-$308K
|
-4,766
|
Closed
|
|
|
827
|
Trust Point Inc
La Crosse,
Wisconsin
|
–
|
-$297K
|
-4,597
|
Closed
|
|
|
828
|
|
–
|
-$309K
|
-4,489
|
Closed
|
|
|
829
|
Private Advisory Group
Redmond,
Washington
|
–
|
-$285K
|
-4,414
|
Closed
|
|
|
830
|
Verition Fund Management
Greenwich,
Connecticut
|
–
|
-$271K
|
-4,200
|
Closed
|
|
|
831
|
Childress Capital Advisors
Houston,
Texas
|
–
|
-$269K
|
-4,156
|
Closed
|
|
|
832
|
Keel Point
Huntsville,
Alabama
|
–
|
-$261K
|
-4,046
|
Closed
|
|
|
833
|
Sivia Capital Partners
Mill Valley,
California
|
–
|
-$256K
|
-3,959
|
Closed
|
|
|
834
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
–
|
-$256K
|
-3,958
|
Closed
|
|
|
835
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
–
|
-$254K
|
-3,933
|
Closed
|
|
|
836
|
|
–
|
-$249K
|
-3,824
|
Closed
|
|
|
837
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
–
|
-$245K
|
-3,798
|
Closed
|
|
|
838
|
Delta Financial Advisors
New Orleans,
Louisiana
|
–
|
-$243K
|
-3,765
|
Closed
|
|
|
839
|
Summit Trail Advisors
New York
|
–
|
-$244K
|
-3,726
|
Closed
|
|
|
840
|
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
–
|
-$239K
|
-3,696
|
Closed
|
|
|
841
|
Brighton Jones LLC
Seattle,
Washington
|
–
|
-$237K
|
-3,673
|
Closed
|
|
|
842
|
DMC Group
Birmingham,
Alabama
|
–
|
-$236K
|
-3,654
|
Closed
|
|
|
843
|
Institute for Wealth Management
Denver,
Colorado
|
–
|
-$236K
|
-3,647
|
Closed
|
|
|
844
|
KCM Investment Advisors
Greenbrae,
California
|
–
|
-$230K
|
-3,553
|
Closed
|
|
|
845
|
Planned Solutions
Folsom,
California
|
–
|
-$229K
|
-3,540
|
Closed
|
|
|
846
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
–
|
-$215K
|
-3,520
|
Closed
|
|
|
847
|
Concorde Asset Management
Ann Arbor,
Michigan
|
–
|
-$226K
|
-3,500
|
Closed
|
|
|
848
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
–
|
-$223K
|
-3,457
|
Closed
|
|
|
849
|
Fifth Third Wealth Advisors
Cincinnati,
Ohio
|
–
|
-$223K
|
-3,445
|
Closed
|
|
|
850
|
DGS Capital Management
Jersey City,
New Jersey
|
–
|
-$222K
|
-3,438
|
Closed
|
|
