|
901
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
–
|
-$2M
|
-38,764
|
Closed
|
|
|
902
|
Bard Financial Services
Branford,
Connecticut
|
–
|
-$1.83M
|
-35,500
|
Closed
|
|
|
903
|
Second Half Financial Partners
Sebring,
Florida
|
–
|
-$1.71M
|
-33,167
|
Closed
|
|
|
904
|
|
–
|
-$1.65M
|
-32,035
|
Closed
|
|
|
905
|
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
–
|
-$646K
|
-12,542
|
Closed
|
|
|
906
|
Perigon Wealth Management
San Francisco,
California
|
–
|
-$601K
|
-11,657
|
Closed
|
|
|
907
|
Axxcess Wealth Management
Carlsbad,
California
|
–
|
-$553K
|
-10,736
|
Closed
|
|
|
908
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
–
|
-$545K
|
-10,525
|
Closed
|
|
|
909
|
Trexquant Investment
Stamford,
Connecticut
|
–
|
-$541K
|
-10,508
|
Closed
|
|
|
910
|
Pettinga Financial Advisors
Evansville,
Indiana
|
–
|
-$315K
|
-6,115
|
Closed
|
|
|
911
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
–
|
-$289K
|
-5,605
|
Closed
|
|
|
912
|
Vident Investment Advisory
Alpharetta,
Georgia
|
–
|
-$278K
|
-5,400
|
Closed
|
|
|
913
|
Silverlake Wealth Management
Williston,
Vermont
|
–
|
-$274K
|
-5,322
|
Closed
|
|
|
914
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
–
|
-$273K
|
-5,302
|
Closed
|
|
|
915
|
Zhang Financial
Portage,
Michigan
|
–
|
-$263K
|
-5,103
|
Closed
|
|
|
916
|
Veritable
Wilmington,
Delaware
|
–
|
-$258K
|
-5,000
|
Closed
|
|
|
917
|
Rothschild Investment LLC
Chicago,
Illinois
|
–
|
-$250K
|
-4,849
|
Closed
|
|
|
918
|
Sensible Money
Scottsdale,
Arizona
|
–
|
-$230K
|
-4,471
|
Closed
|
|
|
919
|
Heritage Financial Services
Westwood,
Massachusetts
|
–
|
-$223K
|
-4,331
|
Closed
|
|
|
920
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
–
|
-$218K
|
-4,239
|
Closed
|
|
|
921
|
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
–
|
-$217K
|
-4,207
|
Closed
|
|
|
922
|
GDS Wealth Management
Flower Mound,
Texas
|
–
|
-$215K
|
-4,173
|
Closed
|
|
|
923
|
Y-Intercept (HK)
Hong Kong
|
–
|
-$214K
|
-4,161
|
Closed
|
|
|
924
|
Wealth Architects
Mountain View,
California
|
–
|
-$211K
|
-4,085
|
Closed
|
|
|
925
|
Personal CFO Solutions
Chester,
New Jersey
|
–
|
-$208K
|
-4,039
|
Closed
|
|
