|
1801
|
Wellington Wealth Strategies
Indianapolis,
Indiana
|
–
|
-$3.33M
|
-33,955
|
Closed
|
|
|
1802
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
–
|
-$3.29M
|
-33,555
|
Closed
|
|
|
1803
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
–
|
-$2.31M
|
-23,632
|
Closed
|
|
|
1804
|
HoyleCohen
San Diego,
California
|
–
|
-$2.1M
|
-21,455
|
Closed
|
|
|
1805
|
Meridian Wealth Management
Lexington,
Kentucky
|
–
|
-$1.82M
|
-18,610
|
Closed
|
|
|
1806
|
Crestone Asset Management
Boulder,
Colorado
|
–
|
-$1.78M
|
-18,138
|
Closed
|
|
|
1807
|
Hartline Investment Corp
Winnetka,
Illinois
|
–
|
-$1.2M
|
-12,285
|
Closed
|
|
|
1808
|
Estate Counselors
Thiensville,
Wisconsin
|
–
|
-$984K
|
-10,045
|
Closed
|
|
|
1809
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
–
|
-$901K
|
-9,196
|
Closed
|
|
|
1810
|
Evercore Wealth Management
New York
|
–
|
-$866K
|
-8,842
|
Closed
|
|
|
1811
|
Apella Capital
West Hartford,
Connecticut
|
–
|
-$847K
|
-8,740
|
Closed
|
|
|
1812
|
Plan Group Financial
Oklahoma City,
Oklahoma
|
–
|
-$846K
|
-8,636
|
Closed
|
|
|
1813
|
Jump Financial
Chicago,
Illinois
|
–
|
-$836K
|
-8,539
|
Closed
|
|
|
1814
|
Highland Financial Advisors
Wayne,
New Jersey
|
–
|
-$813K
|
-8,296
|
Closed
|
|
|
1815
|
Stillwater Capital Advisors
Devon,
Pennsylvania
|
–
|
-$737K
|
-7,530
|
Closed
|
|
|
1816
|
Annandale Capital
Dallas,
Texas
|
–
|
-$670K
|
-6,841
|
Closed
|
|
|
1817
|
Charles Schwab Investment Advisory
San Francisco,
California
|
–
|
-$584K
|
-5,964
|
Closed
|
|
|
1818
|
Ehrlich Financial Group
Laguna Niguel,
California
|
–
|
-$577K
|
-5,892
|
Closed
|
|
|
1819
|
OneAscent Wealth Management
Birmingham,
Alabama
|
–
|
-$574K
|
-5,864
|
Closed
|
|
|
1820
|
CoreCap Advisors
Southfield,
Michigan
|
–
|
-$559K
|
-5,704
|
Closed
|
|
|
1821
|
HC Advisors
Sandy Springs,
Georgia
|
–
|
-$559K
|
-5,704
|
Closed
|
|
|
1822
|
Sonata Capital Group
Seattle,
Washington
|
–
|
-$521K
|
-5,321
|
Closed
|
|
|
1823
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
–
|
-$494K
|
-5,048
|
Closed
|
|
|
1824
|
Verition Fund Management
Greenwich,
Connecticut
|
–
|
-$490K
|
-5,000
|
Closed
|
|
|
1825
|
Tilson Financial Group
New Providence,
New Jersey
|
–
|
-$457K
|
-4,664
|
Closed
|
|
