|
1001
|
Park Avenue Securities
New York
|
–
|
-$1.31M
|
-16,777
|
Closed
|
|
|
1002
|
Retireful LLC
Haslett,
Michigan
|
–
|
-$1.24M
|
-15,878
|
Closed
|
|
|
1003
|
American National Bank of Texas
Richardson,
Texas
|
–
|
-$810K
|
-10,379
|
Closed
|
|
|
1004
|
United Community Bank
Greenville,
South Carolina
|
–
|
-$776K
|
-9,939
|
Closed
|
|
|
1005
|
|
–
|
-$619K
|
-7,928
|
Closed
|
|
|
1006
|
Arete Wealth Advisors
Chicago,
Illinois
|
–
|
-$619K
|
-7,923
|
Closed
|
|
|
1007
|
Ground Swell Capital
Folly Beach,
South Carolina
|
–
|
-$615K
|
-7,877
|
Closed
|
|
|
1008
|
OLIO Financial Planning
Mclean,
Virginia
|
–
|
-$583K
|
-7,466
|
Closed
|
|
|
1009
|
Capstone Triton Financial Group
Oklahoma City,
Oklahoma
|
–
|
-$528K
|
-6,761
|
Closed
|
|
|
1010
|
XTX Topco
George Town,
Cayman Islands
|
–
|
-$404K
|
-5,175
|
Closed
|
|
|
1011
|
FSA Advisors
Troy,
Michigan
|
–
|
-$392K
|
-5,022
|
Closed
|
|
|
1012
|
Drucker Wealth 3.0
Woodcliff Lake,
New Jersey
|
–
|
-$370K
|
-4,735
|
Closed
|
|
|
1013
|
Allspring Global Investments
Charlotte,
North Carolina
|
–
|
-$350K
|
-4,482
|
Closed
|
|
|
1014
|
Soltis Investment Advisors
St. George,
Utah
|
–
|
-$299K
|
-3,830
|
Closed
|
|
|
1015
|
My Personal CFO LLC
Vancouver,
Washington
|
–
|
-$279K
|
-3,568
|
Closed
|
|
|
1016
|
Crux Wealth Advisors
Long Beach,
California
|
–
|
-$253K
|
-3,245
|
Closed
|
|
|
1017
|
Brightwater Advisory
Tampa,
Florida
|
–
|
-$233K
|
-2,988
|
Closed
|
|
|
1018
|
Elevation Capital Advisory
Bend,
Oregon
|
–
|
-$227K
|
-2,905
|
Closed
|
|
|
1019
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
–
|
-$212K
|
-2,716
|
Closed
|
|
|
1020
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
–
|
-$210K
|
-2,692
|
Closed
|
|
|
1021
|
Sonoma Allocations
Santa Rosa,
California
|
–
|
-$208K
|
-2,641
|
Closed
|
|
|
1022
|
Cypress Capital Advisors
Franklin,
Tennessee
|
–
|
-$206K
|
-2,637
|
Closed
|
|
|
1023
|
Brady Martz Wealth Solutions
Grand Forks,
North Dakota
|
–
|
-$202K
|
-2,584
|
Closed
|
|
|
1024
|
Sterling Wealth Management
Champaign,
Illinois
|
–
|
-$200K
|
-2,567
|
Closed
|
|
|
1025
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
–
|
-$167K
|
-2,137
|
Closed
|
|
