|
501
|
Plotkin Financial Advisors
Chevy Chase,
Maryland
|
–
|
-$335K
|
-3,618
|
Closed
|
|
|
502
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
–
|
-$320K
|
-3,464
|
Closed
|
|
|
503
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
–
|
-$312K
|
-3,375
|
Closed
|
|
|
504
|
NWAM LLC
Mercer Island,
Washington
|
–
|
-$269K
|
-2,906
|
Closed
|
|
|
505
|
55I LLC
Boston,
Massachusetts
|
–
|
-$251K
|
-2,716
|
Closed
|
|
|
506
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
–
|
-$244K
|
-2,642
|
Closed
|
|
|
507
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
–
|
-$243K
|
-2,627
|
Closed
|
|
|
508
|
Caprock Group
Boise,
Idaho
|
–
|
-$237K
|
-2,566
|
Closed
|
|
|
509
|
Private Portfolio Partners
Paramus,
New Jersey
|
–
|
-$233K
|
-2,519
|
Closed
|
|
|
510
|
Titus Wealth Management
Larskpur,
California
|
–
|
-$233K
|
-2,518
|
Closed
|
|
|
511
|
Merit Financial Group
Alpharetta,
Georgia
|
–
|
-$229K
|
-2,478
|
Closed
|
|
|
512
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
–
|
-$227K
|
-2,459
|
Closed
|
|
|
513
|
Avitas Wealth Management
Los Angeles,
California
|
–
|
-$225K
|
-2,431
|
Closed
|
|
|
514
|
Penn Davis McFarland
Dallas,
Texas
|
–
|
-$222K
|
-2,400
|
Closed
|
|
|
515
|
Clarus Group
Houston,
Texas
|
–
|
-$216K
|
-2,398
|
Closed
|
|
|
516
|
Sanctuary Wealth Management
Pocatello,
Idaho
|
–
|
-$221K
|
-2,391
|
Closed
|
|
|
517
|
swisspartners
Vaduz,
Liechtenstein
|
–
|
-$220K
|
-2,378
|
Closed
|
|
|
518
|
Neuberger Berman Group
New York
|
–
|
-$220K
|
-2,376
|
Closed
|
|
|
519
|
Moloney Securities Asset Management
Manchester,
Missouri
|
–
|
-$219K
|
-2,369
|
Closed
|
|
|
520
|
Wealthspire Advisors (New York)
New York
|
–
|
-$219K
|
-2,363
|
Closed
|
|
|
521
|
Financial Sense Advisors
San Diego,
California
|
–
|
-$211K
|
-2,278
|
Closed
|
|
|
522
|
Lake Street Private Wealth
Chicago,
Illinois
|
–
|
-$210K
|
-2,260
|
Closed
|
|
|
523
|
Colony Family Offices
Charlotte,
North Carolina
|
–
|
-$208K
|
-2,245
|
Closed
|
|
|
524
|
Little House Capital
Braintree,
Massachusetts
|
–
|
-$207K
|
-2,241
|
Closed
|
|
|
525
|
Harfst & Associates
Sheridan,
Wyoming
|
–
|
-$206K
|
-2,229
|
Closed
|
|
