|
1001
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
–
|
-$1.45M
|
-29,627
|
Closed
|
|
|
1002
|
Pacific Capital Wealth Advisors
Corona,
California
|
–
|
-$1.19M
|
-24,408
|
Closed
|
|
|
1003
|
Barclays
London,
United Kingdom
|
–
|
-$930K
|
-19,053
|
Closed
|
|
|
1004
|
New Republic Capital
Charlotte,
North Carolina
|
–
|
-$906K
|
-18,552
|
Closed
|
|
|
1005
|
Cook Wealth
Raleigh,
North Carolina
|
–
|
-$738K
|
-14,948
|
Closed
|
|
|
1006
|
Wealth Group
Raleigh,
North Carolina
|
–
|
-$725K
|
-14,845
|
Closed
|
|
|
1007
|
Cresset Asset Management
Chicago,
Illinois
|
–
|
-$705K
|
-14,451
|
Closed
|
|
|
1008
|
HB Wealth Management
Atlanta,
Georgia
|
–
|
-$645K
|
-13,211
|
Closed
|
|
|
1009
|
Pitcairn
Conshohocken,
Pennsylvania
|
–
|
-$635K
|
-13,000
|
Closed
|
|
|
1010
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
–
|
-$563K
|
-11,540
|
Closed
|
|
|
1011
|
Calton & Associates
Tampa,
Florida
|
–
|
-$534K
|
-10,942
|
Closed
|
|
|
1012
|
CIBC World Market
Toronto,
Ontario, Canada
|
–
|
-$503K
|
-10,306
|
Closed
|
|
|
1013
|
Prelude Capital Management
New York
|
–
|
-$439K
|
-8,990
|
Closed
|
|
|
1014
|
Forefront Wealth Partners
Austin,
Texas
|
–
|
-$430K
|
-8,802
|
Closed
|
|
|
1015
|
Capasso Planning Partners
Charleston,
South Carolina
|
–
|
-$397K
|
-8,124
|
Closed
|
|
|
1016
|
Etesian Wealth Advisors
West Linn,
Oregon
|
–
|
-$347K
|
-7,109
|
Closed
|
|
|
1017
|
BIP Wealth
Atlanta,
Georgia
|
–
|
-$347K
|
-7,105
|
Closed
|
|
|
1018
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
–
|
-$345K
|
-7,076
|
Closed
|
|
|
1019
|
KeyBank National Association
Cleveland,
Ohio
|
–
|
-$313K
|
-6,404
|
Closed
|
|
|
1020
|
Goepper Burkhardt
Greenville,
South Carolina
|
–
|
-$312K
|
-6,395
|
Closed
|
|
|
1021
|
Avidian Wealth Enterprises
Houston,
Texas
|
–
|
-$291K
|
-5,968
|
Closed
|
|
|
1022
|
WBH Advisory
Baltimore,
Maryland
|
–
|
-$290K
|
-5,936
|
Closed
|
|
|
1023
|
Prosperity Wealth Management
San Ramon,
California
|
–
|
-$284K
|
-5,808
|
Closed
|
|
|
1024
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
–
|
-$265K
|
-5,422
|
Closed
|
|
|
1025
|
Donald L. Hagan LLC
Sarasota,
Florida
|
–
|
-$250K
|
-5,126
|
Closed
|
|
