|
901
|
Madrona Financial Services
Everett,
Washington
|
–
|
-$2.64M
|
-31,751
|
Closed
|
|
|
902
|
Richard Bernstein Advisors
New York
|
–
|
-$2.51M
|
-30,249
|
-100%
|
|
|
903
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$2.47M
|
-29,756
|
Closed
|
|
|
904
|
Garde Capital
Seattle,
Washington
|
–
|
-$1.44M
|
-17,272
|
Closed
|
|
|
905
|
EPG Wealth Management
Atlanta,
Georgia
|
–
|
-$772K
|
-9,285
|
Closed
|
|
|
906
|
USA Financial Formulas
Ada,
Michigan
|
–
|
-$772K
|
-9,283
|
Closed
|
|
|
907
|
American Research & Management Company
Marion,
Massachusetts
|
–
|
-$585K
|
-7,040
|
Closed
|
|
|
908
|
Atlas Capital Advisors
Jackson,
Wyoming
|
–
|
-$494K
|
-5,939
|
Closed
|
|
|
909
|
Personal CFO Solutions
Chester,
New Jersey
|
–
|
-$493K
|
-5,933
|
Closed
|
|
|
910
|
Petix & Botte Financial
La Mesa,
California
|
–
|
-$242K
|
-5,817
|
Closed
|
|
|
911
|
East Coast Asset Management
Essex,
Massachusetts
|
–
|
-$476K
|
-5,721
|
Closed
|
|
|
912
|
Elgethun Capital Management
Sioux Falls,
South Dakota
|
–
|
-$465K
|
-5,599
|
Closed
|
|
|
913
|
|
–
|
-$447K
|
-5,381
|
Closed
|
|
|
914
|
Trinity Legacy Partners
Houston,
Texas
|
–
|
-$446K
|
-5,367
|
Closed
|
|
|
915
|
Allianz Asset Management
Munich,
Germany
|
–
|
-$342K
|
-4,119
|
Closed
|
|
|
916
|
Tri-Star Advisors
Houston,
Texas
|
–
|
-$275K
|
-3,308
|
Closed
|
|
|
917
|
Courier Capital
Buffalo,
New York
|
–
|
-$272K
|
-3,277
|
Closed
|
|
|
918
|
V Wealth Advisors
Overland Park,
Kansas
|
–
|
-$262K
|
-3,147
|
Closed
|
|
|
919
|
GW & Wade
Wellesley,
Massachusetts
|
–
|
-$260K
|
-3,126
|
Closed
|
|
|
920
|
Karp Capital Management
Sausalito,
California
|
–
|
-$256K
|
-3,084
|
Closed
|
|
|
921
|
Calamos Advisors
Naperville,
Illinois
|
–
|
-$248K
|
-2,987
|
Closed
|
|
|
922
|
Pure Financial Advisors
San Diego,
California
|
–
|
-$245K
|
-2,945
|
Closed
|
|
|
923
|
B. Riley Wealth Management
Memphis,
Tennessee
|
–
|
-$243K
|
-2,926
|
Closed
|
|
|
924
|
Fisher Asset Management
Camas,
Washington
|
–
|
-$227K
|
-2,728
|
Closed
|
|
|
925
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
–
|
-$209K
|
-2,518
|
Closed
|
|
