|
801
|
Aprio Wealth Management
Atlanta,
Georgia
|
–
|
-$301K
|
-3,430
|
Closed
|
|
|
802
|
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
–
|
-$287K
|
-3,272
|
Closed
|
|
|
803
|
Joel Isaacson & Co
New York
|
–
|
-$282K
|
-3,212
|
Closed
|
|
|
804
|
Sunflower Bank
Dallas,
Texas
|
–
|
-$272K
|
-3,091
|
Closed
|
|
|
805
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
–
|
-$253K
|
-2,880
|
Closed
|
|
|
806
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
–
|
-$250K
|
-2,714
|
Closed
|
|
|
807
|
Fisher Asset Management
Camas,
Washington
|
–
|
-$226K
|
-2,569
|
Closed
|
|
|
808
|
|
–
|
-$225K
|
-2,567
|
Closed
|
|
|
809
|
Seelaus Asset Management
Chatham,
New Jersey
|
–
|
-$218K
|
-2,483
|
Closed
|
|
|
810
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
–
|
-$217K
|
-2,469
|
Closed
|
|
|
811
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
–
|
-$215K
|
-2,443
|
Closed
|
|
|
812
|
Envision Financial Transparency
Greensboro,
North Carolina
|
–
|
-$211K
|
-2,401
|
Closed
|
|
|
813
|
GTS Securities
Miami,
Florida
|
–
|
-$210K
|
-2,393
|
Closed
|
|
|
814
|
Annex Advisory Services
Brookfield,
Wisconsin
|
–
|
-$207K
|
-2,355
|
Closed
|
|
|
815
|
Gilbert Capital Group
North Yarmouth,
Maine
|
–
|
-$201K
|
-2,284
|
Closed
|
|
|
816
|
Scarborough Advisors
Annapolis,
Maryland
|
–
|
-$163K
|
-1,857
|
Closed
|
|
|
817
|
Cascades Capital Asset Management
Greensboro,
North Carolina
|
–
|
-$144K
|
-1,640
|
Closed
|
|
|
818
|
Destiny Wealth Partners
Tavares,
Florida
|
–
|
-$132K
|
-1,499
|
Closed
|
|
|
819
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
–
|
-$122K
|
-1,393
|
Closed
|
|
|
820
|
Bank of Jackson Hole Trust
Jackson,
Wyoming
|
–
|
-$90.5K
|
-1,030
|
Closed
|
|
|
821
|
Root Financial Partners
Encinitas,
California
|
–
|
-$76.5K
|
-871
|
Closed
|
|
|
822
|
SJS Investment Consulting
Sylvania,
Ohio
|
–
|
-$65.6K
|
-747
|
Closed
|
|
|
823
|
Vestor Capital
Chicago,
Illinois
|
–
|
-$51K
|
-582
|
Closed
|
|
|
824
|
PlanVest Financial
Gaithersburg,
Maryland
|
–
|
-$45.6K
|
-519
|
Closed
|
|
|
825
|
Opal Wealth Advisors
Jericho,
New York
|
–
|
-$41K
|
-467
|
Closed
|
|
