|
126
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$5K
|
+$5.54K
|
+30
|
New
|
|
|
127
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$3K
|
–
|
–
|
–
|
|
|
128
|
US Bancorp
Minneapolis,
Minnesota
|
$3K
|
–
|
–
|
–
|
|
|
129
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$1K
|
–
|
–
|
–
|
|
|
130
|
Townsend Asset Management
Raleigh,
North Carolina
|
$1K
|
+$923
|
+5
|
New
|
|
|
131
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$1K
|
+$1.29K
|
+7
|
New
|
|
|
132
|
Wealth Enhancement & Preservation of GA
Alpharetta,
Georgia
|
–
|
-$18.9M
|
-110,480
|
Closed
|
|
|
133
|
|
–
|
-$4.93M
|
-28,856
|
Closed
|
|
|
134
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$4.18M
|
-22,768
|
Closed
|
|
|
135
|
Vicus Capital
State College,
Pennsylvania
|
–
|
-$1.31M
|
-7,674
|
Closed
|
|
|
136
|
55I LLC
Boston,
Massachusetts
|
–
|
-$1.15M
|
-6,729
|
Closed
|
|
|
137
|
Barometer Capital Management
Toronto,
Ontario, Canada
|
–
|
-$973K
|
-5,700
|
Closed
|
|
|
138
|
Altshuler Shaham
Tel Aviv,
Israel
|
–
|
-$939K
|
-5,500
|
Closed
|
|
|
139
|
Credit Suisse
Zurich,
Switzerland
|
–
|
-$919K
|
-5,380
|
Closed
|
|
|
140
|
Clarus Wealth Advisors
Peoria,
Arizona
|
–
|
-$846K
|
-4,609
|
Closed
|
|
|
141
|
Prudential plc
London, England,
United Kingdom
|
–
|
-$717K
|
-4,200
|
Closed
|
|
|
142
|
Simplicity Solutions
Minneapolis,
Minnesota
|
–
|
-$610K
|
-3,570
|
Closed
|
|
|
143
|
Kestra Advisory Services
Austin,
Texas
|
–
|
-$358K
|
-2,111
|
Closed
|
|
|
144
|
Foresight Wealth Management
Draper,
Utah
|
–
|
-$256K
|
-1,500
|
Closed
|
|
|
145
|
Western Wealth Management
Golden,
Colorado
|
–
|
-$248K
|
-1,454
|
Closed
|
|
|
146
|
|
–
|
-$230K
|
-1,346
|
Closed
|
|
|
147
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
–
|
-$214K
|
-1,251
|
Closed
|
|
|
148
|
Lebenthal Global Advisors
Hauppauge,
New York
|
–
|
-$94K
|
-555
|
Closed
|
|
|
149
|
Gradient Investments
Arden Hills,
Minnesota
|
–
|
-$61K
|
-483
|
Closed
|
|
|
150
|
Perigon Wealth Management
San Francisco,
California
|
–
|
-$47K
|
-275
|
Closed
|
|
