|
501
|
Impact Partnership Wealth
Marietta,
Georgia
|
–
|
-$167K
|
-19,118
|
Closed
|
|
|
502
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
–
|
-$157K
|
-18,054
|
Closed
|
|
|
503
|
Trek Financial
Scottsdale,
Arizona
|
–
|
-$149K
|
-17,097
|
Closed
|
|
|
504
|
|
–
|
-$128K
|
-14,683
|
Closed
|
|
|
505
|
Monument Capital Management
Alexandria,
Virginia
|
–
|
-$112K
|
-12,807
|
Closed
|
|
|
506
|
Fielder Capital Group
Nashville,
Tennessee
|
–
|
-$102K
|
-11,656
|
Closed
|
|
|
507
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
–
|
-$96K
|
-11,018
|
Closed
|
|
|
508
|
DGS Capital Management
Jersey City,
New Jersey
|
–
|
-$95.2K
|
-10,933
|
Closed
|
|
|
509
|
Causeway Capital Management
Los Angeles,
California
|
–
|
-$95.2K
|
-10,929
|
Closed
|
|
|
510
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$92.3K
|
-10,597
|
Closed
|
|
|
511
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
–
|
-$91.6K
|
-10,520
|
Closed
|
|
|
512
|
Everstar Asset Management
Mooresville,
North Carolina
|
–
|
-$90.1K
|
-10,339
|
Closed
|
|
|
513
|
Waterloo Capital
Austin,
Texas
|
–
|
-$88.7K
|
-10,184
|
Closed
|
|
|
514
|
Harbor Capital Advisors
Chicago,
Illinois
|
–
|
-$25K
|
-2,912
|
Closed
|
|
|
515
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
–
|
-$12.2K
|
-1,400
|
Closed
|
|
|
516
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
–
|
-$11K
|
-1,260
|
Closed
|
|
|
517
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
–
|
-$4.25K
|
-488
|
Closed
|
|
|
518
|
Principal Securities
Des Moines,
Iowa
|
–
|
-$3.34K
|
-383
|
Closed
|
|
|
519
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$2.61K
|
-300
|
Closed
|
|
|
520
|
Wealthspire Advisors (New York)
New York
|
–
|
-$2.33K
|
-267
|
Closed
|
|
|
521
|
Cloud Capital Management
Seattle,
Washington
|
–
|
-$1K
|
-207
|
Closed
|
|
|
522
|
S&T Bank
Indiana,
Pennsylvania
|
–
|
-$1.55K
|
-178
|
Closed
|
|
|
523
|
IMG Wealth Management
Jacksonville,
Florida
|
–
|
-$1.33K
|
-153
|
Closed
|
|
|
524
|
MTM Investment Management
Spartanburg,
South Carolina
|
–
|
-$1.07K
|
-123
|
Closed
|
|
|
525
|
Physician Wealth Advisors
Midvale,
Utah
|
–
|
-$1.02K
|
-117
|
Closed
|
|
