|
4001
|
Petros Family Wealth
Bloomington,
Minnesota
|
$0
|
-$445K
|
0
|
–
|
Closed
|
|
|
4002
|
Physicians Financial Services
Raleigh,
North Carolina
|
$0
|
-$232K
|
0
|
–
|
Closed
|
|
|
4003
|
Piedmont Capital Management (North Carolina)
Greensboro,
North Carolina
|
$0
|
-$255K
|
0
|
–
|
Closed
|
|
|
4004
|
Plan A Wealth
Lincoln,
Nebraska
|
$0
|
-$200K
|
0
|
–
|
Closed
|
|
|
4005
|
Ponta Wealth Partners
Winter Park,
Florida
|
$0
|
-$262K
|
0
|
–
|
Closed
|
|
|
4006
|
Port Capital
Chicago,
Illinois
|
$0
|
-$260K
|
0
|
–
|
Closed
|
|
|
4007
|
Portfolio Strategies
Monsey,
New York
|
$0
|
-$280K
|
0
|
–
|
Closed
|
|
|
4008
|
Portus Wealth Advisors
Charlotte,
North Carolina
|
$0
|
-$422K
|
0
|
–
|
Closed
|
|
|
4009
|
Princeton Capital Management
Red Bank,
New Jersey
|
$0
|
-$295K
|
0
|
–
|
Closed
|
|
|
4010
|
Provident Wealth Management
Brentwood,
Tennessee
|
$0
|
-$810K
|
0
|
–
|
Closed
|
|
|
4011
|
ProVise Management Group
Clearwater,
Florida
|
$0
|
-$243K
|
0
|
–
|
Closed
|
|
|
4012
|
Purewater Capital
Fort Worth,
Texas
|
$0
|
-$407K
|
0
|
–
|
Closed
|
|
|
4013
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$0
|
-$309K
|
0
|
–
|
Closed
|
|
|
4014
|
Quantum Financial Planning Services
Spokane,
Washington
|
$0
|
-$337K
|
0
|
–
|
Closed
|
|
|
4015
|
QVR
San Francisco,
California
|
$0
|
-$141K
|
0
|
–
|
Closed
|
|
|
4016
|
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
|
$0
|
-$209K
|
0
|
–
|
Closed
|
|
|
4017
|
Range Advisory
Mclean,
Virginia
|
$0
|
-$316K
|
0
|
–
|
Closed
|
|
|
4018
|
RDA Financial Network
Akron,
Iowa
|
$0
|
-$360K
|
0
|
–
|
Closed
|
|
|
4019
|
Regatta Capital Group
El Segundo,
California
|
$0
|
-$295K
|
0
|
–
|
Closed
|
|
|
4020
|
Reliant Investment Management
Memphis,
Tennessee
|
$0
|
-$205K
|
0
|
–
|
Closed
|
|
|
4021
|
Retireful LLC
Haslett,
Michigan
|
$0
|
-$1.1M
|
0
|
–
|
Closed
|
|
|
4022
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$0
|
-$1.05M
|
0
|
–
|
Closed
|
|
|
4023
|
Rinkey Investments
San Diego,
California
|
$0
|
-$268K
|
0
|
–
|
Closed
|
|
|
4024
|
RIT Capital Partners
London,
United Kingdom
|
$0
|
-$21.7M
|
0
|
–
|
Closed
|
|
|
4025
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$0
|
-$696K
|
0
|
–
|
Closed
|
|