|
1326
|
Optimize Financial
Laguna Hills,
California
|
–
|
-$395K
|
-1,526
|
Closed
|
|
|
1327
|
|
–
|
-$388K
|
-1,498
|
Closed
|
|
|
1328
|
SageView Advisory Group
Newport Beach,
California
|
–
|
-$373K
|
-1,442
|
Closed
|
|
|
1329
|
Conning Inc
Hartford,
Connecticut
|
–
|
-$370K
|
-1,428
|
Closed
|
|
|
1330
|
HBW Advisory Services
Simi Valley,
California
|
–
|
-$368K
|
-1,423
|
Closed
|
|
|
1331
|
Burney Company
Reston,
Virginia
|
–
|
-$367K
|
-1,420
|
Closed
|
|
|
1332
|
Alpine Woods Capital Investors
Purchase,
New York
|
–
|
-$361K
|
-1,395
|
Closed
|
|
|
1333
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
–
|
-$345K
|
-1,332
|
Closed
|
|
|
1334
|
Prelude Capital Management
New York
|
–
|
-$332K
|
-1,284
|
Closed
|
|
|
1335
|
Freestone Capital Holdings
Seattle,
Washington
|
–
|
-$321K
|
-1,239
|
Closed
|
|
|
1336
|
Values First Advisors
Gray,
Tennessee
|
–
|
-$320K
|
-1,236
|
Closed
|
|
|
1337
|
OneAscent Family Office
Birmingham,
Alabama
|
–
|
-$312K
|
-1,204
|
Closed
|
|
|
1338
|
Lifestyle Asset Management
Friendswood,
Texas
|
–
|
-$308K
|
-1,189
|
Closed
|
|
|
1339
|
Stokes Family Office
New Orleans,
Louisiana
|
–
|
-$307K
|
-1,185
|
Closed
|
|
|
1340
|
Cedar Cove Wealth Partners
Bloomington,
Minnesota
|
–
|
-$306K
|
-1,182
|
Closed
|
|
|
1341
|
West Family Investments
Carlsbad,
California
|
–
|
-$304K
|
-1,174
|
Closed
|
|
|
1342
|
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
|
–
|
-$299K
|
-1,157
|
Closed
|
|
|
1343
|
WealthPoint Financial
Cramerton,
North Carolina
|
–
|
-$297K
|
-1,146
|
Closed
|
|
|
1344
|
Keel Point
Huntsville,
Alabama
|
–
|
-$283K
|
-1,092
|
Closed
|
|
|
1345
|
Burns Matteson Capital Management
Corning,
New York
|
–
|
-$279K
|
-1,077
|
Closed
|
|
|
1346
|
NLB Skladi upravljanje premozenja
Ljubljana,
|
–
|
-$277K
|
-1,069
|
Closed
|
|
|
1347
|
Sivia Capital Partners
Mill Valley,
California
|
–
|
-$276K
|
-1,066
|
Closed
|
|
|
1348
|
PDS Planning
Dublin,
Ohio
|
–
|
-$275K
|
-1,064
|
Closed
|
|
|
1349
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
–
|
-$274K
|
-1,058
|
Closed
|
|
|
1350
|
Perennial Investment Advisors
Los Angeles,
California
|
–
|
-$272K
|
-1,050
|
Closed
|
|
