|
501
|
Avantax Planning Partners
Dubuque,
Iowa
|
–
|
-$4.16M
|
-48,811
|
Closed
|
|
|
502
|
HSBC Holdings
London,
United Kingdom
|
–
|
-$3.48M
|
-40,783
|
Closed
|
|
|
503
|
Virtue Capital Management
Brentwood,
Tennessee
|
–
|
-$1.24M
|
-14,572
|
Closed
|
|
|
504
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
–
|
-$712K
|
-8,357
|
Closed
|
|
|
505
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
–
|
-$596K
|
-7,000
|
Closed
|
|
|
506
|
Financial Advocates Investment Management
Olympia,
Washington
|
–
|
-$581K
|
-6,824
|
Closed
|
|
|
507
|
Connecticut Wealth Management
Farmington,
Connecticut
|
–
|
-$350K
|
-4,102
|
Closed
|
|
|
508
|
Fisher Asset Management
Camas,
Washington
|
–
|
-$312K
|
-3,662
|
Closed
|
|
|
509
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
–
|
-$241K
|
-2,833
|
Closed
|
|
|
510
|
Cary Street Partners
Richmond,
Virginia
|
–
|
-$214K
|
-2,511
|
Closed
|
|
|
511
|
Apella Capital
West Hartford,
Connecticut
|
–
|
-$207K
|
-2,408
|
Closed
|
|
|
512
|
Savvy Advisors Inc
New York
|
–
|
-$203K
|
-2,386
|
Closed
|
|
|
513
|
Garde Capital
Seattle,
Washington
|
–
|
-$96.6K
|
-1,134
|
Closed
|
|
|
514
|
Asset Dedication LLC
San Francisco,
California
|
–
|
-$42.8K
|
-502
|
Closed
|
|
|
515
|
Brooklyn Investment Group
Brooklyn,
New York
|
–
|
-$38.6K
|
-453
|
Closed
|
|
|
516
|
Olistico Wealth
Tulsa,
Oklahoma
|
–
|
-$18K
|
-211
|
Closed
|
|
|
517
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
–
|
-$15.4K
|
-178
|
Closed
|
|
|
518
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
–
|
-$6.9K
|
-81
|
Closed
|
|
|
519
|
Alerus Financial
Grand Forks,
North Dakota
|
–
|
-$767
|
-9
|
Closed
|
|
