|
801
|
Motiv8 Investments
Port St. Lucie,
Florida
|
$86
|
+$82.4K
|
+1,733
|
New
|
|
|
802
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$1
|
–
|
–
|
–
|
|
|
803
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
–
|
-$71.1M
|
-1,542,252
|
Closed
|
|
|
804
|
Perritt Capital Management
Chicago,
Illinois
|
–
|
-$9.38M
|
-203,479
|
Closed
|
|
|
805
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$8.99M
|
-194,911
|
Closed
|
|
|
806
|
Yeomans Consulting Group
Marietta,
Georgia
|
–
|
-$8.97M
|
-193,749
|
Closed
|
|
|
807
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
–
|
-$5.94M
|
-128,724
|
Closed
|
|
|
808
|
Global Assets Advisory
Orlando,
Florida
|
–
|
-$1.62M
|
-35,214
|
Closed
|
|
|
809
|
My Personal CFO LLC
Vancouver,
Washington
|
–
|
-$1.3M
|
-28,249
|
Closed
|
|
|
810
|
Bay Colony Advisors
Concord,
Massachusetts
|
–
|
-$1.13M
|
-24,435
|
Closed
|
|
|
811
|
Tandem Financial
Greenwood Village,
Colorado
|
–
|
-$793K
|
-17,194
|
Closed
|
|
|
812
|
Clearstead Trust
Portland,
Maine
|
–
|
-$577K
|
-12,500
|
Closed
|
|
|
813
|
Brighton Jones LLC
Seattle,
Washington
|
–
|
-$540K
|
-11,706
|
Closed
|
|
|
814
|
Tarbox Family Office
Newport Beach,
California
|
–
|
-$533K
|
-11,547
|
Closed
|
|
|
815
|
|
–
|
-$398K
|
-8,634
|
Closed
|
|
|
816
|
Arlington Financial Advisors
Santa Barbara,
California
|
–
|
-$386K
|
-8,363
|
Closed
|
|
|
817
|
Quantum Financial Advisors
El Segundo,
California
|
–
|
-$287K
|
-6,221
|
Closed
|
|
|
818
|
Strategic Wealth Investment Group
Louisville,
Kentucky
|
–
|
-$250K
|
-5,431
|
Closed
|
|
|
819
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
–
|
-$250K
|
-5,419
|
Closed
|
|
|
820
|
Austin Wealth Management
Austin,
Texas
|
–
|
-$218K
|
-4,750
|
Closed
|
|
|
821
|
Prosperity Capital Advisors
Westlake,
Ohio
|
–
|
-$209K
|
-4,541
|
Closed
|
|
|
822
|
Icon Wealth Advisors
Houston,
Texas
|
–
|
-$114K
|
-2,465
|
Closed
|
|
|
823
|
Proathlete Wealth Management
Boca Raton,
Florida
|
–
|
-$89.7K
|
-1,944
|
Closed
|
|
|
824
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
–
|
-$75.8K
|
-1,643
|
Closed
|
|
|
825
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
–
|
-$45K
|
-976
|
Closed
|
|
