|
301
|
Clearview Wealth Advisors
Salem,
Oregon
|
$2K
|
–
|
–
|
–
|
|
|
302
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$2K
|
–
|
–
|
–
|
|
|
303
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$2K
|
+$1.98K
|
+27
|
New
|
|
|
304
|
Gradient Investments
Arden Hills,
Minnesota
|
$1K
|
–
|
–
|
–
|
|
|
305
|
Evensky & Katz
Coral Gables,
Florida
|
–
|
-$12.7M
|
-160,321
|
Closed
|
|
|
306
|
Canandaigua National Corp
Canandaigua,
New York
|
–
|
-$734K
|
-9,284
|
Closed
|
|
|
307
|
Valeo Financial Advisors
Carmel,
Indiana
|
–
|
-$274K
|
-3,462
|
Closed
|
|
|
308
|
CPWM LLC
Seattle,
Washington
|
–
|
-$272K
|
-3,437
|
Closed
|
|
|
309
|
Arete Wealth Advisors
Chicago,
Illinois
|
–
|
-$259K
|
-3,273
|
Closed
|
|
|
310
|
Doyle Wealth Management
St. Petersburg,
Florida
|
–
|
-$258K
|
-3,263
|
Closed
|
|
|
311
|
Cetera Advisors
Denver,
Colorado
|
–
|
-$250K
|
-3,168
|
Closed
|
|
|
312
|
Cresset Asset Management
Chicago,
Illinois
|
–
|
-$246K
|
-3,117
|
Closed
|
|
|
313
|
Ausdal Financial Partners
Davenport,
Iowa
|
–
|
-$231K
|
-2,920
|
Closed
|
|
|
314
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
–
|
-$225K
|
-2,850
|
Closed
|
|
|
315
|
McClarren Financial Advisors
State College,
Pennsylvania
|
–
|
-$223K
|
-2,841
|
Closed
|
|
|
316
|
Keel Point
Huntsville,
Alabama
|
–
|
-$223K
|
-2,826
|
Closed
|
|
|
317
|
Penobscot Wealth Management
Portland,
Maine
|
–
|
-$223K
|
-2,817
|
Closed
|
|
|
318
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
–
|
-$221K
|
-2,800
|
Closed
|
|
|
319
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
–
|
-$220K
|
-2,787
|
Closed
|
|
|
320
|
Level Four Advisory Services
Dallas,
Texas
|
–
|
-$213K
|
-2,696
|
Closed
|
|
|
321
|
Landmark Wealth Management (New York)
Melville,
New York
|
–
|
-$2.28K
|
-2,282
|
Closed
|
|
|
322
|
Paladin Advisory Group
Clive,
Iowa
|
–
|
-$90.3K
|
-1,232
|
Closed
|
|
|
323
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
–
|
-$64K
|
-805
|
Closed
|
|
|
324
|
Meeder Asset Management
Dublin,
Ohio
|
–
|
-$54K
|
-683
|
Closed
|
|
|
325
|
Clear Perspectives Financial Planning
Cincinnati,
Ohio
|
–
|
-$53K
|
-670
|
Closed
|
|
