|
1201
|
WorthPointe
La Jolla,
California
|
–
|
-$679K
|
-7,423
|
Closed
|
|
|
1202
|
World Equity Group
Schaumburg,
Illinois
|
–
|
-$614K
|
-6,714
|
Closed
|
|
|
1203
|
Symphony Financial
Houston,
Texas
|
–
|
-$612K
|
-6,684
|
Closed
|
|
|
1204
|
American Investment Services
Great Barrington,
Massachusetts
|
–
|
-$589K
|
-6,440
|
Closed
|
|
|
1205
|
TrueMark Investments
Chicago,
Illinois
|
–
|
-$548K
|
-5,991
|
Closed
|
|
|
1206
|
Great Diamond Partners
Portland,
Maine
|
–
|
-$478K
|
-5,230
|
Closed
|
|
|
1207
|
Pasadena Private Wealth
Pasadena,
California
|
–
|
-$457K
|
-5,000
|
Closed
|
|
|
1208
|
Kelly Financial Services
Braintree,
Massachusetts
|
–
|
-$455K
|
-4,977
|
Closed
|
|
|
1209
|
KeyBank National Association
Cleveland,
Ohio
|
–
|
-$439K
|
-4,803
|
Closed
|
|
|
1210
|
SageView Advisory Group
Newport Beach,
California
|
–
|
-$434K
|
-4,743
|
Closed
|
|
|
1211
|
Straight Path Wealth Management
Jenison,
Michigan
|
–
|
-$429K
|
-4,694
|
Closed
|
|
|
1212
|
Orion Capital Management
Coronado,
California
|
–
|
-$429K
|
-4,692
|
Closed
|
|
|
1213
|
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
|
–
|
-$419K
|
-4,587
|
Closed
|
|
|
1214
|
Mowery & Schoenfeld Wealth Management
Lincolnshire,
Illinois
|
–
|
-$418K
|
-4,572
|
Closed
|
|
|
1215
|
New Wave Wealth Advisors
Springdale,
Arkansas
|
–
|
-$418K
|
-4,567
|
Closed
|
|
|
1216
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
–
|
-$402K
|
-4,400
|
Closed
|
|
|
1217
|
Madison Asset Management
Madison,
Wisconsin
|
–
|
-$400K
|
-4,371
|
Closed
|
|
|
1218
|
Lowery Thomas LLC
Pebble Beach,
California
|
–
|
-$381K
|
-4,168
|
Closed
|
|
|
1219
|
MGO Private Wealth
Irvine,
California
|
–
|
-$380K
|
-4,156
|
Closed
|
|
|
1220
|
Oak Wealth Advisors
Northbrook,
Illinois
|
–
|
-$346K
|
-3,785
|
Closed
|
|
|
1221
|
Prudential plc
London, England,
United Kingdom
|
–
|
-$340K
|
-3,720
|
Closed
|
|
|
1222
|
Blankinship & Foster
Solana Beach,
California
|
–
|
-$327K
|
-3,576
|
Closed
|
|
|
1223
|
Ritholtz Wealth Management
New York
|
–
|
-$317K
|
-3,468
|
Closed
|
|
|
1224
|
Principle Wealth Partners
Madison,
Connecticut
|
–
|
-$310K
|
-3,386
|
Closed
|
|
|
1225
|
Friedenthal Financial
Marlton,
New Jersey
|
–
|
-$299K
|
-3,270
|
Closed
|
|
