|
1101
|
William Mack & Associates
Troy,
Michigan
|
–
|
-$1.02M
|
-20,571
|
Closed
|
|
|
1102
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
–
|
-$1M
|
-20,256
|
Closed
|
|
|
1103
|
Aspiriant LLC
Los Angeles,
California
|
–
|
-$906K
|
-18,321
|
Closed
|
|
|
1104
|
49 Wealth Management
Austin,
Texas
|
–
|
-$859K
|
-17,364
|
Closed
|
|
|
1105
|
TrueWealth Financial Partners
Bellevue,
Washington
|
–
|
-$835K
|
-16,877
|
Closed
|
|
|
1106
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
–
|
-$805K
|
-16,273
|
Closed
|
|
|
1107
|
Certior Financial Group
King Of Prussia,
Pennsylvania
|
–
|
-$788K
|
-15,926
|
Closed
|
|
|
1108
|
Occidental Asset Management
Burlingame,
California
|
–
|
-$675K
|
-13,657
|
Closed
|
|
|
1109
|
RFP Financial Group
Atlanta,
Georgia
|
–
|
-$554K
|
-11,287
|
Closed
|
|
|
1110
|
Beam Wealth Advisors
Covington,
Louisiana
|
–
|
-$526K
|
-10,631
|
Closed
|
|
|
1111
|
Stone Summit Wealth
Miami,
Florida
|
–
|
-$513K
|
-10,380
|
Closed
|
|
|
1112
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
–
|
-$478K
|
-9,664
|
Closed
|
|
|
1113
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
–
|
-$432K
|
-8,740
|
Closed
|
|
|
1114
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
–
|
-$432K
|
-8,735
|
Closed
|
|
|
1115
|
|
–
|
-$405K
|
-8,188
|
Closed
|
|
|
1116
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
–
|
-$391K
|
-7,912
|
Closed
|
|
|
1117
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
–
|
-$382K
|
-7,716
|
Closed
|
|
|
1118
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
–
|
-$367K
|
-7,417
|
Closed
|
|
|
1119
|
Koss-Olinger Consulting
Gainesville,
Florida
|
–
|
-$365K
|
-7,371
|
Closed
|
|
|
1120
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
–
|
-$355K
|
-7,187
|
Closed
|
|
|
1121
|
XTX Topco
George Town,
Cayman Islands
|
–
|
-$343K
|
-6,927
|
Closed
|
|
|
1122
|
Capital Investment Advisors
Atlanta,
Georgia
|
–
|
-$327K
|
-6,609
|
Closed
|
|
|
1123
|
Luminist Capital
Grand Rapids,
Michigan
|
–
|
-$321K
|
-6,500
|
Closed
|
|
|
1124
|
Midwest Trust
Overland Park,
Kansas
|
–
|
-$289K
|
-5,849
|
Closed
|
|
|
1125
|
Kiker Wealth Management
Jasper,
Georgia
|
–
|
-$284K
|
-5,750
|
Closed
|
|
