|
1001
|
Keel Point
Huntsville,
Alabama
|
–
|
-$393K
|
-14,914
|
Closed
|
|
|
1002
|
J.W. Cole Advisors
Tampa,
Florida
|
–
|
-$358K
|
-14,232
|
Closed
|
|
|
1003
|
Burney Company
Reston,
Virginia
|
–
|
-$369K
|
-14,029
|
Closed
|
|
|
1004
|
Polymer Capital Management
New York
|
–
|
-$366K
|
-13,915
|
Closed
|
|
|
1005
|
Third View Private Wealth
Westport,
Connecticut
|
–
|
-$344K
|
-13,086
|
Closed
|
|
|
1006
|
Personal CFO Solutions
Chester,
New Jersey
|
–
|
-$286K
|
-10,869
|
Closed
|
|
|
1007
|
Coordinated Financial Services
Denver,
Colorado
|
–
|
-$267K
|
-10,145
|
Closed
|
|
|
1008
|
MeadowBrook Investment Advisors
Livonia,
Michigan
|
–
|
-$258K
|
-9,810
|
Closed
|
|
|
1009
|
Wealthspire Advisors (New York)
New York
|
–
|
-$252K
|
-9,570
|
Closed
|
|
|
1010
|
One Wealth Capital Management
Scottsdale,
Arizona
|
–
|
-$230K
|
-8,722
|
Closed
|
|
|
1011
|
Hilltop Holdings
Dallas,
Texas
|
–
|
-$210K
|
-7,986
|
Closed
|
|
|
1012
|
Insigneo Advisory Services
Miami,
Florida
|
–
|
-$209K
|
-7,957
|
Closed
|
|
|
1013
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
–
|
-$209K
|
-7,933
|
Closed
|
|
|
1014
|
Dai-ichi Life Insurance Company
Tokyo,
Japan
|
–
|
-$202K
|
-7,682
|
Closed
|
|
|
1015
|
Anchyra Partners
Atlanta,
Georgia
|
–
|
-$202K
|
-7,675
|
Closed
|
|
|
1016
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
–
|
-$99.4K
|
-3,777
|
Closed
|
|
|
1017
|
Sentry Investment Management
Stevens Point,
Wisconsin
|
–
|
-$92K
|
-3,479
|
Closed
|
|
|
1018
|
CFG Wealth Management Services
Indianapolis,
Indiana
|
–
|
-$79.9K
|
-3,035
|
Closed
|
|
|
1019
|
Ramirez Asset Management
New York
|
–
|
-$79K
|
-3,000
|
Closed
|
|
|
1020
|
TCTC Holdings
Dallas,
Texas
|
–
|
-$46.6K
|
-1,771
|
Closed
|
|
|
1021
|
Commonwealth Retirement Investments
Richmond,
Virginia
|
–
|
-$35.4K
|
-1,344
|
Closed
|
|
|
1022
|
Investors Research Corp
Atlanta,
Georgia
|
–
|
-$34.5K
|
-1,311
|
Closed
|
|
|
1023
|
SageView Advisory Group
Newport Beach,
California
|
–
|
-$32.4K
|
-1,231
|
Closed
|
|
|
1024
|
Elyxium Wealth
San Mateo,
California
|
–
|
-$21.5K
|
-815
|
Closed
|
|
|
1025
|
Plato Investment Management
Sydney, NSW,
Australia
|
–
|
-$16.5K
|
-623
|
Closed
|
|