|
1601
|
StrongBox Wealth
Lee's Summit,
Missouri
|
–
|
-$210K
|
-1,339
|
Closed
|
|
|
1602
|
OneAscent Financial Services
Birmingham,
Alabama
|
–
|
-$209K
|
-1,338
|
Closed
|
|
|
1603
|
Castle Rock Wealth Management
Walnut Creek,
California
|
–
|
-$220K
|
-1,314
|
Closed
|
|
|
1604
|
Matrix Trust Company
Denver,
Colorado
|
–
|
-$192K
|
-1,228
|
Closed
|
|
|
1605
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
–
|
-$140K
|
-895
|
Closed
|
|
|
1606
|
SG Americas Securities
New York
|
–
|
-$126K
|
-805
|
Closed
|
|
|
1607
|
Lazard Asset Management
New York
|
–
|
-$116K
|
-747
|
Closed
|
|
|
1608
|
Financial Advantage
Columbia,
Maryland
|
–
|
-$109K
|
-700
|
Closed
|
|
|
1609
|
Twin Tree Management
Dallas,
Texas
|
–
|
-$117K
|
-693
|
Closed
|
|
|
1610
|
America First Investment Advisors
Omaha,
Nebraska
|
–
|
-$69K
|
-441
|
Closed
|
|
|
1611
|
AlphaCore Capital
La Jolla,
California
|
–
|
-$38K
|
-241
|
Closed
|
|
|
1612
|
Red Door Wealth Management
Memphis,
Tennessee
|
–
|
-$27K
|
-176
|
Closed
|
|
|
1613
|
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
–
|
-$13K
|
-83
|
Closed
|
|
|
1614
|
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
–
|
-$11K
|
-70
|
Closed
|
|
|
1615
|
|
–
|
-$11K
|
-70
|
Closed
|
|
|
1616
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
–
|
-$8K
|
-50
|
Closed
|
|
|
1617
|
Lloyd Advisory Services
Suwanee,
Georgia
|
–
|
-$7K
|
-43
|
Closed
|
|
|
1618
|
CFM Wealth Partners
Austin,
Texas
|
–
|
-$6K
|
-40
|
Closed
|
|
|
1619
|
First Command Advisory Services
Fort Worth,
Texas
|
–
|
-$5K
|
-34
|
Closed
|
|
|
1620
|
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
|
–
|
-$5K
|
-31
|
Closed
|
|
|
1621
|
Cutler Group
San Francisco,
California
|
–
|
-$3.7K
|
-22
|
Closed
|
|
