|
401
|
Koss-Olinger Consulting
Gainesville,
Florida
|
–
|
-$25.7M
|
-277,970
|
Closed
|
|
|
402
|
Denver PWM
Denver,
Colorado
|
–
|
-$7.03M
|
-76,589
|
Closed
|
|
|
403
|
Avalon Capital Management
Port Of Redwood City,
California
|
–
|
-$5.52M
|
-59,682
|
Closed
|
|
|
404
|
One Capital Management
Westlake Village,
California
|
–
|
-$4.11M
|
-44,437
|
Closed
|
|
|
405
|
Renaissance Technologies
New York
|
–
|
-$3.43M
|
-37,100
|
Closed
|
|
|
406
|
Navalign LLC
Encino,
California
|
–
|
-$3.11M
|
-33,586
|
Closed
|
|
|
407
|
|
–
|
-$1.24M
|
-13,462
|
Closed
|
|
|
408
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
–
|
-$1.21M
|
-13,082
|
Closed
|
|
|
409
|
Focus Financial Network
Minneapolis,
Minnesota
|
–
|
-$853K
|
-9,191
|
Closed
|
|
|
410
|
Retireful LLC
Haslett,
Michigan
|
–
|
-$738K
|
-7,982
|
Closed
|
|
|
411
|
IHT Wealth Management
Chicago,
Illinois
|
–
|
-$653K
|
-7,059
|
Closed
|
|
|
412
|
Crabel Capital Management
Los Angeles,
California
|
–
|
-$628K
|
-6,790
|
Closed
|
|
|
413
|
Perennial Investment Advisors
Los Angeles,
California
|
–
|
-$618K
|
-6,688
|
Closed
|
|
|
414
|
Avidian Wealth Enterprises
Houston,
Texas
|
–
|
-$527K
|
-5,696
|
Closed
|
|
|
415
|
OneAscent Financial Services
Birmingham,
Alabama
|
–
|
-$373K
|
-4,020
|
Closed
|
|
|
416
|
Beta Wealth Group
San Diego,
California
|
–
|
-$355K
|
-3,842
|
Closed
|
|
|
417
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
–
|
-$331K
|
-3,583
|
Closed
|
|
|
418
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
–
|
-$329K
|
-3,564
|
Closed
|
|
|
419
|
Advisor Resource Council
Dallas,
Texas
|
–
|
-$326K
|
-3,530
|
Closed
|
|
|
420
|
Merit Financial Group
Alpharetta,
Georgia
|
–
|
-$258K
|
-2,792
|
Closed
|
|
|
421
|
OneAscent Wealth Management
Birmingham,
Alabama
|
–
|
-$236K
|
-2,538
|
Closed
|
|
|
422
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
–
|
-$222K
|
-2,401
|
Closed
|
|
|
423
|
SeaCrest Wealth Management
Purchase,
New York
|
–
|
-$210K
|
-2,295
|
Closed
|
|
|
424
|
KWB Wealth
Redlands,
California
|
–
|
-$209K
|
-2,258
|
Closed
|
|
|
425
|
Conscious Wealth Investments
Coral Gables,
Florida
|
–
|
-$205K
|
-2,234
|
Closed
|
|
