|
1601
|
Ameliora Wealth Management
Zurich,
Switzerland
|
–
|
-$261K
|
-1,400
|
Closed
|
|
|
1602
|
Anderson Financial Strategies
Dayton,
Ohio
|
–
|
-$261K
|
-1,400
|
Closed
|
|
|
1603
|
Chevy Chase Trust
Bethesda,
Maryland
|
–
|
-$253K
|
-1,356
|
Closed
|
|
|
1604
|
First Foundation Advisors
Irvine,
California
|
–
|
-$248K
|
-1,330
|
Closed
|
|
|
1605
|
Watershed Private Wealth
Oak Brook,
Illinois
|
–
|
-$239K
|
-1,285
|
Closed
|
|
|
1606
|
Paragon Financial Partners
Woodland Hills,
California
|
–
|
-$235K
|
-1,261
|
Closed
|
|
|
1607
|
Rothschild Capital Partners
New York
|
–
|
-$230K
|
-1,236
|
Closed
|
|
|
1608
|
Freedom Financial Partners
Oakdale,
Minnesota
|
–
|
-$217K
|
-1,165
|
Closed
|
|
|
1609
|
North Star Asset Management
Neenah,
Wisconsin
|
–
|
-$216K
|
-1,157
|
Closed
|
|
|
1610
|
Keystone Wealth Services
Palm Desert,
California
|
–
|
-$211K
|
-1,131
|
Closed
|
|
|
1611
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
–
|
-$210K
|
-1,128
|
Closed
|
|
|
1612
|
Wealth Management Nebraska
Norfolk,
Nebraska
|
–
|
-$208K
|
-1,115
|
Closed
|
|
|
1613
|
FSA Advisors
Troy,
Michigan
|
–
|
-$206K
|
-1,105
|
Closed
|
|
|
1614
|
BTS Asset Management
Lincoln,
Massachusetts
|
–
|
-$204K
|
-1,095
|
Closed
|
|
|
1615
|
Inman Jager Wealth Management
Hattiesburg,
Mississippi
|
–
|
-$204K
|
-1,093
|
Closed
|
|
|
1616
|
Warwick Investment Management
Bryan,
Texas
|
–
|
-$203K
|
-1,090
|
Closed
|
|
|
1617
|
Trivant Custom Portfolio Group
San Diego,
California
|
–
|
-$186K
|
-1,000
|
Closed
|
|
|
1618
|
Marshall Investment Management
Littleton,
Colorado
|
–
|
-$169K
|
-907
|
Closed
|
|
|
1619
|
Logan Capital Management
Newtown Square,
Pennsylvania
|
–
|
-$162K
|
-869
|
Closed
|
|
|
1620
|
TD Capital Management
Memphis,
Tennessee
|
–
|
-$138K
|
-740
|
Closed
|
|
|
1621
|
PSI Advisors
Tampa,
Florida
|
–
|
-$123K
|
-659
|
Closed
|
|
|
1622
|
Synergy Investment Management
Altamonte Springs,
Florida
|
–
|
-$111K
|
-594
|
Closed
|
|
|
1623
|
Cloud Capital Management
Seattle,
Washington
|
–
|
-$105K
|
-566
|
Closed
|
|
|
1624
|
Financial Life Planners
Tempe,
Arizona
|
–
|
-$105K
|
-564
|
Closed
|
|
|
1625
|
Morling Financial Advisors
Fremont,
California
|
–
|
-$60.5K
|
-325
|
Closed
|
|
