|
51
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
–
|
-$690K
|
-28,124
|
Closed
|
|
|
52
|
CGN Advisors
Manhattan,
Kansas
|
–
|
-$674K
|
-27,496
|
Closed
|
|
|
53
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
–
|
-$632K
|
-25,768
|
Closed
|
|
|
54
|
Meridian Wealth Management
Lexington,
Kentucky
|
–
|
-$625K
|
-25,480
|
Closed
|
|
|
55
|
Jones Financial Companies
Des Peres,
Missouri
|
–
|
-$605K
|
-24,661
|
Closed
|
|
|
56
|
Vermillion & White Wealth Management Group
Phoenixville,
Pennsylvania
|
–
|
-$602K
|
-24,547
|
Closed
|
|
|
57
|
Denver Wealth Management
Denver,
Colorado
|
–
|
-$601K
|
-24,503
|
Closed
|
|
|
58
|
Stifel Financial
St. Louis,
Missouri
|
–
|
-$579K
|
-23,601
|
Closed
|
|
|
59
|
Beacon Pointe Advisors
Newport Beach,
California
|
–
|
-$557K
|
-22,698
|
Closed
|
|
|
60
|
Fourth Dimension Wealth
Middleburg Heights,
Ohio
|
–
|
-$542K
|
-22,091
|
Closed
|
|
|
61
|
Truist Financial
Charlotte,
North Carolina
|
–
|
-$533K
|
-21,737
|
Closed
|
|
|
62
|
TLWM Financial
San Antonio,
Texas
|
–
|
-$528K
|
-21,513
|
Closed
|
|
|
63
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
–
|
-$511K
|
-20,818
|
Closed
|
|
|
64
|
ORBA Wealth Advisors
Chicago,
Illinois
|
–
|
-$491K
|
-20,000
|
Closed
|
|
|
65
|
Voisard Asset Management Group
Grand Rapids,
Michigan
|
–
|
-$483K
|
-19,686
|
Closed
|
|
|
66
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
–
|
-$477K
|
-19,455
|
Closed
|
|
|
67
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
–
|
-$472K
|
-19,260
|
Closed
|
|
|
68
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
–
|
-$456K
|
-18,605
|
Closed
|
|
|
69
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$440K
|
-17,950
|
Closed
|
|
|
70
|
Central Valley Advisors
Sacramento,
California
|
–
|
-$437K
|
-17,815
|
Closed
|
|
|
71
|
Harbour Investments
Madison,
Wisconsin
|
–
|
-$434K
|
-17,702
|
Closed
|
|
|
72
|
|
–
|
-$432K
|
-17,603
|
Closed
|
|
|
73
|
Northeast Planning Associates NH
Bedford,
New Hampshire
|
–
|
-$431K
|
-17,580
|
Closed
|
|
|
74
|
WESPAC Advisors
Orinda,
California
|
–
|
-$425K
|
-17,328
|
Closed
|
|
|
75
|
Waverly Advisors
Birmingham,
Alabama
|
–
|
-$390K
|
-15,903
|
Closed
|
|
