|
376
|
Evergreen Capital Management
Bellevue,
Washington
|
–
|
-$809K
|
-11,927
|
Closed
|
|
|
377
|
New World Advisors
Hingham,
Massachusetts
|
–
|
-$592K
|
-8,731
|
Closed
|
|
|
378
|
TRUADVICE
Sarasota,
Florida
|
–
|
-$595K
|
-8,682
|
Closed
|
|
|
379
|
Retirement Solution
Redmond,
Washington
|
–
|
-$425K
|
-6,261
|
Closed
|
|
|
380
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
–
|
-$376K
|
-5,544
|
Closed
|
|
|
381
|
Optimal Asset Management
Los Altos,
California
|
–
|
-$342K
|
-5,050
|
Closed
|
|
|
382
|
Baker Avenue Asset Management
San Francisco,
California
|
–
|
-$341K
|
-5,043
|
Closed
|
|
|
383
|
J.W. Cole Advisors
Tampa,
Florida
|
–
|
-$329K
|
-4,853
|
Closed
|
|
|
384
|
M&T Bank
Buffalo,
New York
|
–
|
-$288K
|
-4,241
|
Closed
|
|
|
385
|
Kalos Management
Alpharetta,
Georgia
|
–
|
-$288K
|
-4,238
|
Closed
|
|
|
386
|
Simplicity Solutions
Minneapolis,
Minnesota
|
–
|
-$286K
|
-4,225
|
Closed
|
|
|
387
|
NewEdge Advisors
New Orleans,
Louisiana
|
–
|
-$243K
|
-3,588
|
Closed
|
|
|
388
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
–
|
-$230K
|
-3,385
|
Closed
|
|
|
389
|
Independent Financial Group
San Diego,
California
|
–
|
-$217K
|
-3,205
|
Closed
|
|
|
390
|
SFMG Wealth Advisors
Plano,
Texas
|
–
|
-$204K
|
-3,005
|
Closed
|
|
|
391
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$128K
|
-1,884
|
Closed
|
|
|
392
|
Clearstead Advisors
Cleveland,
Ohio
|
–
|
-$95K
|
-1,407
|
Closed
|
|
|
393
|
Eaton Vance Management
Boston,
Massachusetts
|
–
|
-$78K
|
-1,149
|
Closed
|
|
|
394
|
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
–
|
-$51K
|
-750
|
Closed
|
|
|
395
|
City Holding Co
Charleston,
West Virginia
|
–
|
-$4K
|
-65
|
Closed
|
|
|
396
|
Destiny Wealth Partners
Tavares,
Florida
|
–
|
+$68
|
+1
|
New
|
|
