|
1301
|
AA Financial Advisors
Columbus,
Ohio
|
–
|
-$17M
|
-185,228
|
Closed
|
|
|
1302
|
State Street
Boston,
Massachusetts
|
–
|
-$16.5M
|
-179,944
|
Closed
|
|
|
1303
|
Lifestyle Asset Management
Friendswood,
Texas
|
–
|
-$13M
|
-141,794
|
Closed
|
|
|
1304
|
Calamos Advisors
Naperville,
Illinois
|
–
|
-$11.8M
|
-129,038
|
Closed
|
|
|
1305
|
Aegis Wealth Management (Iowa)
Guthrie Center,
Iowa
|
–
|
-$11.7M
|
-127,833
|
Closed
|
|
|
1306
|
Ryan Investment Management
Basalt,
Colorado
|
–
|
-$11.5M
|
-125,945
|
Closed
|
|
|
1307
|
Pinnacle Family Advisors
Springfield,
Missouri
|
–
|
-$10.1M
|
-109,834
|
Closed
|
|
|
1308
|
Financiere des Professionnels
Montreal,
Quebec, Canada
|
–
|
-$10M
|
-109,200
|
Closed
|
|
|
1309
|
Nixon Capital
Austin,
Texas
|
–
|
-$8.1M
|
-88,395
|
Closed
|
|
|
1310
|
Family Management
New York
|
–
|
-$6.64M
|
-72,499
|
Closed
|
|
|
1311
|
Strategic Equity Management
Tucson,
Arizona
|
–
|
-$3.58M
|
-39,081
|
Closed
|
|
|
1312
|
Moment Partners
San Francisco,
California
|
–
|
-$2.96M
|
-32,306
|
Closed
|
|
|
1313
|
Northern Trust
Chicago,
Illinois
|
–
|
-$2.8M
|
-30,561
|
Closed
|
|
|
1314
|
WNY Asset Management
Williamsville,
New York
|
–
|
-$2.75M
|
-30,021
|
Closed
|
|
|
1315
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
–
|
-$2.69M
|
-29,332
|
Closed
|
|
|
1316
|
Optivise Advisory Services
Franklin,
Tennessee
|
–
|
-$2.56M
|
-27,903
|
Closed
|
|
|
1317
|
Cedar Cove Wealth Partners
Bloomington,
Minnesota
|
–
|
-$2.21M
|
-24,101
|
Closed
|
|
|
1318
|
DBK Financial Counsel
Cuyahoga Falls,
Ohio
|
–
|
-$2.19M
|
-23,883
|
Closed
|
|
|
1319
|
NWF Advisory Services
Los Angeles,
California
|
–
|
-$2.16M
|
-23,600
|
Closed
|
|
|
1320
|
Timothy G. Youngquist 2020 Irrevocable Trust
Fort Myers,
Florida
|
–
|
-$2.04M
|
-22,292
|
Closed
|
|
|
1321
|
Pilgrim Partners Asia
Singapore
|
–
|
-$2.02M
|
-22,000
|
Closed
|
|
|
1322
|
Mills Wealth Advisors
Southlake,
Texas
|
–
|
-$1.94M
|
-21,192
|
Closed
|
|
|
1323
|
Diligent Investors
Redlands,
California
|
–
|
-$1.79M
|
-19,500
|
Closed
|
|
|
1324
|
Pacific Excel Wealth Advisors
Walnut Creek,
California
|
–
|
-$1.34M
|
-14,581
|
Closed
|
|
|
1325
|
Aspire Private Capital
Cornelius,
North Carolina
|
–
|
-$1.21M
|
-13,258
|
Closed
|
|
