|
851
|
Foundations Investment Advisors
Phoenix,
Arizona
|
–
|
-$502K
|
-5,575
|
Closed
|
|
|
852
|
Silvercrest Asset Management
New York
|
–
|
-$428K
|
-4,754
|
Closed
|
|
|
853
|
Mach-1 Financial Group
Rogers,
Arkansas
|
–
|
-$356K
|
-3,961
|
Closed
|
|
|
854
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
–
|
-$351K
|
-3,898
|
Closed
|
|
|
855
|
Charles Schwab Trust
Henderson,
Nevada
|
–
|
-$343K
|
-3,815
|
Closed
|
|
|
856
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
–
|
-$340K
|
-3,775
|
Closed
|
|
|
857
|
Insight Advisors
Newtown,
Pennsylvania
|
–
|
-$339K
|
-3,768
|
Closed
|
|
|
858
|
Modera Wealth Management
Westwood,
New Jersey
|
–
|
-$311K
|
-3,454
|
Closed
|
|
|
859
|
Liberty Wealth Management
Oakland,
California
|
–
|
-$275K
|
-3,058
|
Closed
|
|
|
860
|
Hilltop Holdings
Dallas,
Texas
|
–
|
-$239K
|
-2,660
|
Closed
|
|
|
861
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
–
|
-$227K
|
-2,521
|
Closed
|
|
|
862
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
–
|
-$214K
|
-2,381
|
Closed
|
|
|
863
|
Signet Financial Management
Parsippany,
New Jersey
|
–
|
-$210K
|
-2,335
|
Closed
|
|
|
864
|
Trek Financial
Scottsdale,
Arizona
|
–
|
-$202K
|
-2,249
|
Closed
|
|
|
865
|
Cambria Investment Management
Manhattan Beach,
California
|
–
|
-$202K
|
-2,240
|
Closed
|
|
|
866
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
–
|
-$146K
|
-1,625
|
Closed
|
|
|
867
|
Caitlin John
Brighton,
Michigan
|
–
|
-$90K
|
-1,000
|
Closed
|
|
|
868
|
Clean Yield Group
Norwich,
Vermont
|
–
|
-$77.8K
|
-865
|
Closed
|
|
|
869
|
Game Plan Financial Advisors
Westlake,
Ohio
|
–
|
-$30K
|
-333
|
Closed
|
|
|
870
|
BOK Financial Private Wealth
Denver,
Colorado
|
–
|
-$11.3K
|
-126
|
Closed
|
|
|
871
|
Dynamic Wealth Strategies
Granite Bay,
California
|
–
|
-$11.2K
|
-124
|
Closed
|
|
|
872
|
IFC & Insurance Marketing
Auburn,
California
|
–
|
-$10K
|
-111
|
Closed
|
|
|
873
|
Vision Retirement
Ridgewood,
New Jersey
|
–
|
-$8.46K
|
-94
|
Closed
|
|
|
874
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
–
|
+$572
|
+6
|
New
|
|
