|
901
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
–
|
-$210K
|
-951
|
Closed
|
|
|
902
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
–
|
-$208K
|
-942
|
Closed
|
|
|
903
|
Better Money Decisions
Santa Fe,
New Mexico
|
–
|
-$208K
|
-942
|
Closed
|
|
|
904
|
Private Capital Advisors
Darien,
Connecticut
|
–
|
-$208K
|
-940
|
Closed
|
|
|
905
|
My Personal CFO LLC
Vancouver,
Washington
|
–
|
-$206K
|
-931
|
Closed
|
|
|
906
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
–
|
-$204K
|
-923
|
Closed
|
|
|
907
|
SNS Financial Group
Minneapolis,
Minnesota
|
–
|
-$203K
|
-918
|
Closed
|
|
|
908
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
–
|
-$178K
|
-805
|
Closed
|
|
|
909
|
TAP Consulting
Kirkwood,
Missouri
|
–
|
-$171K
|
-772
|
Closed
|
|
|
910
|
GeoWealth Management
Chicago,
Illinois
|
–
|
-$125K
|
-564
|
Closed
|
|
|
911
|
Edge Wealth Management
New York
|
–
|
-$124K
|
-560
|
Closed
|
|
|
912
|
Rather & Kittrell
Knoxville,
Tennessee
|
–
|
-$55K
|
-253
|
Closed
|
|
|
913
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
–
|
-$49K
|
-220
|
Closed
|
|
|
914
|
Chilton Capital Management
Houston,
Texas
|
–
|
-$42K
|
-189
|
Closed
|
|
|
915
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
–
|
-$37K
|
-170
|
Closed
|
|
|
916
|
Rinkey Investments
San Diego,
California
|
–
|
-$29K
|
-135
|
Closed
|
|
|
917
|
Tower Research Capital (TRC)
New York
|
–
|
-$21K
|
-97
|
Closed
|
|
|
918
|
Steward Financial Group
Colleyville,
Texas
|
–
|
-$17K
|
-77
|
Closed
|
|
|
919
|
Lazard Asset Management
New York
|
–
|
-$14K
|
-65
|
Closed
|
|
|
920
|
Affiance Financial
St. Louis Park,
Minnesota
|
–
|
-$14K
|
-62
|
Closed
|
|
|
921
|
Leelyn Smith
Geneva,
Illinois
|
–
|
-$8K
|
-37
|
Closed
|
|
|
922
|
Gradient Investments
Arden Hills,
Minnesota
|
–
|
-$7K
|
-32
|
Closed
|
|
|
923
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
–
|
+$411
|
+2
|
New
|
|
