|
301
|
Williams & Novak
Westlake Village,
California
|
–
|
-$654K
|
-26,535
|
Closed
|
|
|
302
|
|
–
|
-$607K
|
-24,646
|
Closed
|
|
|
303
|
GeoWealth Management
Chicago,
Illinois
|
–
|
-$366K
|
-14,855
|
Closed
|
|
|
304
|
Veracity Capital
Atlanta,
Georgia
|
–
|
-$352K
|
-14,284
|
Closed
|
|
|
305
|
Coppell Advisory Solutions
Coppell,
Texas
|
–
|
-$321K
|
-13,036
|
Closed
|
|
|
306
|
World Investment Advisors
Santa Barbara,
California
|
–
|
-$306K
|
-12,395
|
Closed
|
|
|
307
|
PCG Wealth Advisors
Overland Park,
Kansas
|
–
|
-$248K
|
-10,050
|
Closed
|
|
|
308
|
CFO4Life Group
Coppell,
Texas
|
–
|
-$236K
|
-9,568
|
Closed
|
|
|
309
|
Fermata Advisors
Sonoma,
California
|
–
|
-$234K
|
-9,485
|
Closed
|
|
|
310
|
Quad-Cities Investment Group
Davenport,
Iowa
|
–
|
-$225K
|
-9,129
|
Closed
|
|
|
311
|
Elevated Capital Advisors
Sandy,
Utah
|
–
|
-$214K
|
-8,696
|
Closed
|
|
|
312
|
Benjamin Edwards Inc
Clayton,
Missouri
|
–
|
-$212K
|
-8,578
|
Closed
|
|
|
313
|
Citizens Financial Group
Providence,
Rhode Island
|
–
|
-$206K
|
-8,368
|
Closed
|
|
|
314
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
–
|
-$201K
|
-8,153
|
Closed
|
|
|
315
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
–
|
-$201K
|
-8,153
|
Closed
|
|
|
316
|
Castleview Partners
Dallas,
Texas
|
–
|
-$36.8K
|
-1,493
|
Closed
|
|
|
317
|
GHP Investment Advisors
Denver,
Colorado
|
–
|
-$31K
|
-1,257
|
Closed
|
|
|
318
|
GoalVest Advisory
New York
|
–
|
-$16.3K
|
-661
|
Closed
|
|
|
319
|
PSI Advisors
Tampa,
Florida
|
–
|
-$12.4K
|
-505
|
Closed
|
|
|
320
|
High Note Wealth
Deephaven,
Minnesota
|
–
|
-$5.35K
|
-217
|
Closed
|
|
|
321
|
CGC Financial Services
Lake Oswego,
Oregon
|
–
|
-$1.82K
|
-74
|
Closed
|
|
|
322
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
–
|
-$1.23K
|
-50
|
Closed
|
|
|
323
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
-$99
|
-4
|
Closed
|
|
