|
401
|
Univest Financial
Souderton,
Pennsylvania
|
–
|
-$1.81M
|
-34,873
|
Closed
|
|
|
402
|
Resonant Capital Advisors
Madison,
Wisconsin
|
–
|
-$892K
|
-17,207
|
Closed
|
|
|
403
|
TAP Consulting
Kirkwood,
Missouri
|
–
|
-$807K
|
-15,565
|
Closed
|
|
|
404
|
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
|
–
|
-$555K
|
-10,695
|
Closed
|
|
|
405
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
–
|
-$553K
|
-10,672
|
Closed
|
|
|
406
|
Autus Asset Management
Scottsdale,
Arizona
|
–
|
-$224K
|
-4,320
|
Closed
|
|
|
407
|
Aurora Private Wealth
Rockaway,
New Jersey
|
–
|
-$204K
|
-3,927
|
Closed
|
|
|
408
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
–
|
-$142K
|
-2,218
|
-100%
|
|
|
409
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$84K
|
-1,615
|
Closed
|
|
|
410
|
Black Swift Group
Boulder,
Colorado
|
–
|
-$79K
|
-1,525
|
Closed
|
|
|
411
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
–
|
-$200K
|
-1,200
|
Closed
|
|
|
412
|
Childress Capital Advisors
Houston,
Texas
|
–
|
-$57K
|
-685
|
Closed
|
|
|
413
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
–
|
-$28K
|
-540
|
Closed
|
|
|
414
|
Selective Wealth Management
Forest,
Virginia
|
–
|
-$16K
|
-300
|
Closed
|
|
|
415
|
Safeguard Investment Advisory Group
Corona,
California
|
–
|
-$11K
|
-215
|
Closed
|
|
|
416
|
Fortis Advisors
Wayne,
Pennsylvania
|
–
|
-$7K
|
-141
|
Closed
|
|
|
417
|
Human Investing
Lake Oswego,
Oregon
|
–
|
-$5K
|
-103
|
Closed
|
|
|
418
|
SVB Investment Services
Salt Lake City,
Utah
|
–
|
-$3K
|
-58
|
Closed
|
|
|
419
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
–
|
-$3K
|
-50
|
Closed
|
|
|
420
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
–
|
-$1K
|
-14
|
Closed
|
|
|
421
|
|
–
|
+$256
|
+4
|
New
|
|
