|
401
|
Valley Wealth Managers
Paramus,
New Jersey
|
–
|
-$275K
|
-5,085
|
Closed
|
|
|
402
|
Millie Capital Management
Walnut Creek,
California
|
–
|
-$272K
|
-5,032
|
Closed
|
|
|
403
|
Canada Life
Winnipeg,
Manitoba, Canada
|
–
|
-$257K
|
-4,753
|
Closed
|
|
|
404
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
–
|
-$246K
|
-4,550
|
Closed
|
|
|
405
|
PacWest Financial Management
Phoenix,
Arizona
|
–
|
-$233K
|
-4,180
|
Closed
|
|
|
406
|
WesBanco Bank
Wheeling,
West Virginia
|
–
|
-$215K
|
-3,975
|
Closed
|
|
|
407
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
–
|
-$209K
|
-3,857
|
Closed
|
|
|
408
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
–
|
-$185K
|
-3,425
|
Closed
|
|
|
409
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
–
|
-$100K
|
-1,850
|
Closed
|
|
|
410
|
Aris Wealth Services
State College,
Pennsylvania
|
–
|
-$98K
|
-1,821
|
Closed
|
|
|
411
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
–
|
-$64K
|
-1,170
|
Closed
|
|
|
412
|
CapWealth Advisors
Franklin,
Tennessee
|
–
|
-$25K
|
-465
|
Closed
|
|
|
413
|
Wealthfront
Palo Alto,
California
|
–
|
-$6K
|
-104
|
Closed
|
|
|
414
|
|
–
|
-$2K
|
-38
|
Closed
|
|
|
415
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
–
|
-$2K
|
-34
|
Closed
|
|
|
416
|
Ruggie Capital Group
Tavares,
Florida
|
–
|
-$1K
|
-26
|
Closed
|
|
|
417
|
Kavar Capital Partners Group
Leawood,
Kansas
|
–
|
-$1.05K
|
-20
|
-50%
|
|
|
418
|
Freedom Investment Management
Hartford,
Connecticut
|
–
|
+$4.68M
|
+88,843
|
+796%
|
|
