|
626
|
Family Office Research
Bethesda,
Maryland
|
–
|
-$238K
|
-3,031
|
Closed
|
|
|
627
|
SFG Wealth Management
Towson,
Maryland
|
–
|
-$232K
|
-3,010
|
Closed
|
|
|
628
|
Klingenstein Fields & Co
New York
|
–
|
-$229K
|
-2,976
|
Closed
|
|
|
629
|
Diversified Management
Milwaukee,
Wisconsin
|
–
|
-$226K
|
-2,932
|
Closed
|
|
|
630
|
Financial Engines Advisors
Santa Clara,
California
|
–
|
-$225K
|
-2,931
|
Closed
|
|
|
631
|
Winthrop Advisory Group
Boston,
Massachusetts
|
–
|
-$224K
|
-2,906
|
Closed
|
|
|
632
|
Wealth Effects
Boston,
Massachusetts
|
–
|
-$223K
|
-2,893
|
Closed
|
|
|
633
|
Bradley Foster & Sargent
Hartford,
Connecticut
|
–
|
-$222K
|
-2,892
|
Closed
|
|
|
634
|
Fortis Capital Advisors
Prairie Village,
Kansas
|
–
|
-$222K
|
-2,890
|
Closed
|
|
|
635
|
J. Derek Lewis & Associates
Newport Beach,
California
|
–
|
-$221K
|
-2,877
|
Closed
|
|
|
636
|
SageView Advisory Group
Newport Beach,
California
|
–
|
-$216K
|
-2,811
|
Closed
|
|
|
637
|
MONECO Advisors
Fairfield,
Connecticut
|
–
|
-$216K
|
-2,807
|
Closed
|
|
|
638
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
–
|
-$216K
|
-2,806
|
Closed
|
|
|
639
|
Sanibel Captiva Trust Company
Sanibel,
Florida
|
–
|
-$216K
|
-2,805
|
Closed
|
|
|
640
|
Tocqueville Asset Management
New York
|
–
|
-$215K
|
-2,800
|
Closed
|
|
|
641
|
Coordinated Financial Services
Denver,
Colorado
|
–
|
-$215K
|
-2,795
|
Closed
|
|
|
642
|
Cladis Investment Advisory
Billings,
Montana
|
–
|
-$213K
|
-2,775
|
Closed
|
|
|
643
|
SlateStone Wealth
Jupiter,
Florida
|
–
|
-$213K
|
-2,774
|
Closed
|
|
|
644
|
Maridea Wealth Management
Brooklyn,
New York
|
–
|
-$211K
|
-2,749
|
Closed
|
|
|
645
|
Trilogy Capital
Irvine,
California
|
–
|
-$210K
|
-2,731
|
Closed
|
|
|
646
|
Savant Capital
Rockford,
Illinois
|
–
|
-$210K
|
-2,730
|
Closed
|
|
|
647
|
Total Wealth Planning & Management
Ponte Vedra Beach,
Florida
|
–
|
-$209K
|
-2,716
|
Closed
|
|
|
648
|
NWF Advisory Services
Los Angeles,
California
|
–
|
-$205K
|
-2,668
|
Closed
|
|
|
649
|
South Shore Capital Advisors
Cohasset,
Massachusetts
|
–
|
-$204K
|
-2,649
|
Closed
|
|
|
650
|
NFP Retirement Inc
Aliso Viejo,
California
|
–
|
-$201K
|
-2,610
|
Closed
|
|
