|
501
|
SEI Investments
Oaks,
Pennsylvania
|
–
|
-$773K
|
-20,571
|
Closed
|
|
|
502
|
WFA of San Diego
San Diego,
California
|
–
|
-$809K
|
-18,976
|
Closed
|
|
|
503
|
Aries Wealth Management
Portland,
Maine
|
–
|
-$652K
|
-17,348
|
Closed
|
|
|
504
|
Keel Point
Huntsville,
Alabama
|
–
|
-$635K
|
-16,889
|
Closed
|
|
|
505
|
|
–
|
-$432K
|
-11,500
|
Closed
|
|
|
506
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
–
|
-$357K
|
-9,491
|
Closed
|
|
|
507
|
Institute for Wealth Management
Denver,
Colorado
|
–
|
-$326K
|
-8,682
|
Closed
|
|
|
508
|
Stevard LLC
Chicago,
Illinois
|
–
|
-$291K
|
-7,737
|
Closed
|
|
|
509
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
–
|
-$290K
|
-7,725
|
Closed
|
|
|
510
|
Marietta Wealth Management
Marietta,
Georgia
|
–
|
-$264K
|
-7,022
|
Closed
|
|
|
511
|
Greenleaf Trust
Kalamazoo,
Michigan
|
–
|
-$253K
|
-6,722
|
Closed
|
|
|
512
|
Castle Rock Wealth Management
Walnut Creek,
California
|
–
|
-$235K
|
-5,953
|
Closed
|
|
|
513
|
Clarus Wealth Advisors
Peoria,
Arizona
|
–
|
-$219K
|
-5,819
|
Closed
|
|
|
514
|
Fisher Asset Management
Camas,
Washington
|
–
|
-$206K
|
-5,474
|
Closed
|
|
|
515
|
Fort Sheridan Advisors
Highland Park,
Illinois
|
–
|
-$202K
|
-5,370
|
Closed
|
|
|
516
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
–
|
-$114K
|
-3,026
|
Closed
|
|
|
517
|
Meeder Asset Management
Dublin,
Ohio
|
–
|
-$69K
|
-1,823
|
Closed
|
|
|
518
|
Keebeck Wealth Management
Chicago,
Illinois
|
–
|
-$47K
|
-1,262
|
Closed
|
|
|
519
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
–
|
-$46K
|
-1,222
|
Closed
|
|
|
520
|
Rockbridge Investment Management
Syracuse,
New York
|
–
|
-$25K
|
-670
|
Closed
|
|
|
521
|
Adams Wealth Management
Logan,
Utah
|
–
|
+$79
|
+2
|
New
|
|
