|
1101
|
GYL Financial Synergies
West Hartford,
Connecticut
|
–
|
-$212K
|
-5,918
|
Closed
|
|
|
1102
|
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
|
–
|
-$207K
|
-5,800
|
Closed
|
|
|
1103
|
Fayez Sarofim & Co
Houston,
Texas
|
–
|
-$207K
|
-5,788
|
Closed
|
|
|
1104
|
Level Four Advisory Services
Dallas,
Texas
|
–
|
-$206K
|
-5,760
|
Closed
|
|
|
1105
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
–
|
-$205K
|
-5,730
|
Closed
|
|
|
1106
|
Journey Strategic Wealth
Summit,
New Jersey
|
–
|
-$200K
|
-5,578
|
Closed
|
|
|
1107
|
TD Capital Management
Memphis,
Tennessee
|
–
|
-$130K
|
-3,644
|
Closed
|
|
|
1108
|
WFA of San Diego
San Diego,
California
|
–
|
-$125K
|
-3,500
|
Closed
|
|
|
1109
|
Rinkey Investments
San Diego,
California
|
–
|
-$113K
|
-3,250
|
Closed
|
|
|
1110
|
USA Financial Formulas
Ada,
Michigan
|
–
|
-$112K
|
-3,122
|
Closed
|
|
|
1111
|
Allen Capital Group
Grand Island,
Nebraska
|
–
|
-$71.2K
|
-2,054
|
Closed
|
|
|
1112
|
Barnett & Company
Chattanooga,
Tennessee
|
–
|
-$72K
|
-2,000
|
Closed
|
|
|
1113
|
SG3 Management
Dorado,
Puerto Rico
|
–
|
-$72K
|
-2,000
|
Closed
|
|
|
1114
|
Mystic Asset Management
Warwick,
Rhode Island
|
–
|
-$58K
|
-1,638
|
Closed
|
|
|
1115
|
Halpern Financial
Ashburn,
Virginia
|
–
|
-$57.5K
|
-1,608
|
Closed
|
|
|
1116
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
–
|
-$55K
|
-1,562
|
Closed
|
|
|
1117
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
–
|
-$51K
|
-1,448
|
Closed
|
|
|
1118
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
–
|
-$44K
|
-1,240
|
Closed
|
|
|
1119
|
Godsey & Gibb Inc
Richmond,
Virginia
|
–
|
-$33K
|
-922
|
Closed
|
|
|
1120
|
KRS Capital Management
Bloomfield,
Michigan
|
–
|
-$23K
|
-666
|
Closed
|
|
|
1121
|
Barrett Asset Management
New York
|
–
|
-$21K
|
-600
|
Closed
|
|
|
1122
|
Richwood Investment Advisors
Cincinnati,
Ohio
|
–
|
-$21K
|
-600
|
Closed
|
|
|
1123
|
TAP Consulting
Kirkwood,
Missouri
|
–
|
-$20K
|
-568
|
Closed
|
|
|
1124
|
Widmann Financial Services
Bowie,
Maryland
|
–
|
-$14K
|
-400
|
Closed
|
|
|
1125
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
–
|
-$14K
|
-390
|
Closed
|
|
