|
801
|
SteelPeak Wealth
Woodland Hills,
California
|
–
|
-$235K
|
-4,459
|
Closed
|
|
|
802
|
SimplyRich
Carlsbad,
California
|
–
|
-$232K
|
-4,418
|
Closed
|
|
|
803
|
Global Retirement Partners
San Rafael,
California
|
–
|
-$230K
|
-4,364
|
Closed
|
|
|
804
|
Collective Family Office
York,
Pennsylvania
|
–
|
-$229K
|
-4,341
|
Closed
|
|
|
805
|
Sanders Morris Harris
Houston,
Texas
|
–
|
-$235K
|
-4,341
|
Closed
|
|
|
806
|
Quilter Plc
London,
United Kingdom
|
–
|
-$228K
|
-4,321
|
Closed
|
|
|
807
|
Financial Life Advisors
San Antonio,
Texas
|
–
|
-$225K
|
-4,268
|
Closed
|
|
|
808
|
Essex Financial Services
Essex,
Connecticut
|
–
|
-$225K
|
-4,262
|
Closed
|
|
|
809
|
Assenagon Asset Management
Senningerberg,
Luxembourg
|
–
|
-$224K
|
-4,248
|
Closed
|
|
|
810
|
Avantax Advisory Services
Dallas,
Texas
|
–
|
-$223K
|
-4,246
|
Closed
|
|
|
811
|
|
–
|
-$113K
|
-4,242
|
Closed
|
|
|
812
|
MGO One Seven
Beachwood,
Ohio
|
–
|
-$235K
|
-4,214
|
Closed
|
|
|
813
|
Jeppson Wealth Management
Manhattan Beach,
California
|
–
|
-$220K
|
-4,191
|
Closed
|
|
|
814
|
Eagle Global Advisors
Houston,
Texas
|
–
|
-$218K
|
-4,143
|
Closed
|
|
|
815
|
Trust Asset Management
Houston,
Texas
|
–
|
-$218K
|
-4,143
|
Closed
|
|
|
816
|
Lebenthal Global Advisors
Hauppauge,
New York
|
–
|
-$217K
|
-4,128
|
Closed
|
|
|
817
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
–
|
-$214K
|
-4,076
|
Closed
|
|
|
818
|
Overbrook Management Corp
New York
|
–
|
-$215K
|
-4,070
|
Closed
|
|
|
819
|
SFMG Wealth Advisors
Plano,
Texas
|
–
|
-$212K
|
-4,015
|
Closed
|
|
|
820
|
Cigna Investments
Bloomfield,
Connecticut
|
–
|
-$211K
|
-3,995
|
Closed
|
|
|
821
|
Euclidean Technologies Management
Seattle,
Washington
|
–
|
-$210K
|
-3,987
|
Closed
|
|
|
822
|
Investors Research Corp
Atlanta,
Georgia
|
–
|
-$210K
|
-3,980
|
Closed
|
|
|
823
|
NWAM LLC
Mercer Island,
Washington
|
–
|
-$207K
|
-3,926
|
Closed
|
|
|
824
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
–
|
-$206K
|
-3,912
|
Closed
|
|
|
825
|
Chevy Chase Trust
Bethesda,
Maryland
|
–
|
-$204K
|
-3,859
|
Closed
|
|
