|
651
|
RMR Wealth Builders
Montclair,
New Jersey
|
–
|
-$236K
|
-6,980
|
Closed
|
|
|
652
|
Logan Capital Management
Newtown Square,
Pennsylvania
|
–
|
-$225K
|
-6,666
|
Closed
|
|
|
653
|
SVB Wealth
Boston,
Massachusetts
|
–
|
-$221K
|
-6,531
|
Closed
|
|
|
654
|
Fortress Financial Solutions
Tucson,
Arizona
|
–
|
-$221K
|
-6,528
|
Closed
|
|
|
655
|
Brown Advisory
Baltimore,
Maryland
|
–
|
-$205K
|
-6,051
|
Closed
|
|
|
656
|
IPG Investment Advisors
San Diego,
California
|
–
|
-$153K
|
-4,512
|
Closed
|
|
|
657
|
Opal Wealth Advisors
Jericho,
New York
|
–
|
-$124K
|
-3,653
|
Closed
|
|
|
658
|
Summit Securities Group
New York
|
–
|
-$98.7K
|
-2,919
|
Closed
|
|
|
659
|
Brooklyn Investment Group
Brooklyn,
New York
|
–
|
-$94.2K
|
-2,787
|
Closed
|
|
|
660
|
Park Place Capital
Homewood,
Alabama
|
–
|
-$50.7K
|
-1,500
|
Closed
|
|
|
661
|
Geneos Wealth Management
Englewood,
Colorado
|
–
|
-$47.9K
|
-1,416
|
Closed
|
|
|
662
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
–
|
-$38.7K
|
-978
|
Closed
|
|
|
663
|
Whipplewood Advisors
Littleton,
Colorado
|
–
|
-$24.2K
|
-716
|
Closed
|
|
|
664
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
–
|
-$23K
|
-681
|
Closed
|
|
|
665
|
Grove Bank & Trust
Miami,
Florida
|
–
|
-$13.4K
|
-395
|
Closed
|
|
|
666
|
|
–
|
-$10.3K
|
-305
|
Closed
|
|
|
667
|
Traub Capital Management
Needham,
Massachusetts
|
–
|
-$6.76K
|
-200
|
Closed
|
|
|
668
|
SouthState Corp
Winter Haven,
Florida
|
–
|
-$5.34K
|
-158
|
Closed
|
|
|
669
|
Sierra Ocean
Ripon,
California
|
–
|
-$5.28K
|
-156
|
Closed
|
|
|
670
|
Whittier Trust
South Pasadena,
California
|
–
|
-$5.14K
|
-152
|
Closed
|
|
|
671
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
–
|
-$3.85K
|
-114
|
Closed
|
|
|
672
|
Stephens Consulting
Flint,
Michigan
|
–
|
-$3.48K
|
-103
|
Closed
|
|
|
673
|
|
–
|
-$2.73K
|
-73
|
Closed
|
|
|
674
|
Kiker Wealth Management
Jasper,
Georgia
|
–
|
-$2.33K
|
-69
|
Closed
|
|
|
675
|
Valley Wealth Managers
Paramus,
New Jersey
|
–
|
-$1.35K
|
-40
|
Closed
|
|
