|
901
|
Montz Harcus Wealth Management
New Orleans,
Louisiana
|
–
|
-$216K
|
-3,618
|
Closed
|
|
|
902
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
–
|
-$215K
|
-3,601
|
Closed
|
|
|
903
|
WealthShield Partners
Cary,
North Carolina
|
–
|
-$214K
|
-3,590
|
Closed
|
|
|
904
|
Willis Johnson & Associates
Houston,
Texas
|
–
|
-$213K
|
-3,558
|
Closed
|
|
|
905
|
Coastline Trust
Providence,
Rhode Island
|
–
|
-$212K
|
-3,556
|
Closed
|
|
|
906
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
–
|
-$211K
|
-3,526
|
Closed
|
|
|
907
|
Allen Capital Group
Grand Island,
Nebraska
|
–
|
-$210K
|
-3,513
|
Closed
|
|
|
908
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
–
|
-$208K
|
-3,490
|
Closed
|
|
|
909
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
–
|
-$207K
|
-3,466
|
Closed
|
|
|
910
|
Vanguard Group
Malvern,
Pennsylvania
|
–
|
-$206K
|
-3,448
|
Closed
|
|
|
911
|
Marietta Wealth Management
Marietta,
Georgia
|
–
|
-$204K
|
-3,422
|
Closed
|
|
|
912
|
Jeppson Wealth Management
Manhattan Beach,
California
|
–
|
-$200K
|
-3,363
|
Closed
|
|
|
913
|
BHK Investment Advisors
Birmingham,
Alabama
|
–
|
-$200K
|
-3,350
|
Closed
|
|
|
914
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
–
|
-$213K
|
-3,348
|
Closed
|
|
|
915
|
Koshinski Asset Management
Decatur,
Illinois
|
–
|
-$166K
|
-2,776
|
Closed
|
|
|
916
|
MV Capital Management
Bethesda,
Maryland
|
–
|
-$139K
|
-2,324
|
Closed
|
|
|
917
|
GoalVest Advisory
New York
|
–
|
-$123K
|
-2,067
|
Closed
|
|
|
918
|
Blue Chip Partners
Farmington Hills,
Michigan
|
–
|
-$111K
|
-1,850
|
Closed
|
|
|
919
|
AssetMark Inc
Concord,
California
|
–
|
-$108K
|
-1,811
|
Closed
|
|
|
920
|
Simplex Trading
Chicago,
Illinois
|
–
|
-$92.9K
|
-1,675
|
Closed
|
|
|
921
|
Asset Dedication LLC
San Francisco,
California
|
–
|
-$95K
|
-1,583
|
Closed
|
|
|
922
|
SVB Wealth
Boston,
Massachusetts
|
–
|
-$93K
|
-1,557
|
Closed
|
|
|
923
|
Commons Capital
Needham,
Massachusetts
|
–
|
-$79K
|
-1,320
|
Closed
|
|
|
924
|
|
–
|
-$64K
|
-1,080
|
Closed
|
|
|
925
|
Vestor Capital
Chicago,
Illinois
|
–
|
-$49K
|
-825
|
Closed
|
|
