|
1101
|
True Link Financial Advisors
San Francisco,
California
|
–
|
-$94K
|
-1,225
|
Closed
|
|
|
1102
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
–
|
-$71K
|
-930
|
Closed
|
|
|
1103
|
AHL Investment Management
Winter Park,
Florida
|
–
|
-$70K
|
-902
|
Closed
|
|
|
1104
|
Albion Financial Group
Salt Lake City,
Utah
|
–
|
-$46K
|
-600
|
Closed
|
|
|
1105
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
–
|
-$45K
|
-586
|
Closed
|
|
|
1106
|
First Personal Financial Services
Charlotte,
North Carolina
|
–
|
-$44K
|
-572
|
Closed
|
|
|
1107
|
TAP Consulting
Kirkwood,
Missouri
|
–
|
-$29K
|
-376
|
Closed
|
|
|
1108
|
Ford Financial Group
Fresno,
California
|
–
|
-$23K
|
-305
|
Closed
|
|
|
1109
|
Delta Asset Management
Memphis,
Tennessee
|
–
|
-$22K
|
-291
|
Closed
|
|
|
1110
|
Lenox Wealth Advisors
New York
|
–
|
-$21K
|
-270
|
Closed
|
|
|
1111
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
–
|
-$21K
|
-270
|
Closed
|
|
|
1112
|
Tectonic Advisors
Frisco,
Texas
|
–
|
-$13K
|
-169
|
Closed
|
|
|
1113
|
Curi Wealth Management
Raleigh,
North Carolina
|
–
|
-$12K
|
-156
|
Closed
|
|
|
1114
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
–
|
-$10K
|
-125
|
Closed
|
|
|
1115
|
Providence Capital Advisors
Charlotte,
North Carolina
|
–
|
-$5K
|
-70
|
Closed
|
|
|
1116
|
TFC Financial Management
Boston,
Massachusetts
|
–
|
-$3K
|
-44
|
Closed
|
|
|
1117
|
Gradient Investments
Arden Hills,
Minnesota
|
–
|
-$3K
|
-40
|
Closed
|
|
|
1118
|
Truvestments Capital
Sarasota,
Florida
|
–
|
-$2K
|
-32
|
Closed
|
|
|
1119
|
Vectors Research Management
New York
|
–
|
-$2K
|
-31
|
Closed
|
|
|
1120
|
Tarbox Family Office
Newport Beach,
California
|
–
|
-$1K
|
-8
|
Closed
|
|
|
1121
|
Burleson & Co
Petaluma,
California
|
–
|
+$151
|
+2
|
New
|
|
