|
1051
|
Resource Management
Metairie,
Louisiana
|
–
|
-$346K
|
-3,030
|
Closed
|
|
|
1052
|
Bluefin Capital Management
New York
|
–
|
-$308K
|
-2,700
|
Closed
|
|
|
1053
|
Capital Advantage
Walnut Creek,
California
|
–
|
-$250K
|
-2,191
|
Closed
|
|
|
1054
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
–
|
-$229K
|
-2,007
|
Closed
|
|
|
1055
|
Univest Financial
Souderton,
Pennsylvania
|
–
|
-$222K
|
-1,948
|
Closed
|
|
|
1056
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
–
|
-$209K
|
-1,830
|
Closed
|
|
|
1057
|
RDA Financial Network
Akron,
Iowa
|
–
|
-$209K
|
-1,830
|
Closed
|
|
|
1058
|
Berger Financial Group
Plymouth,
Minnesota
|
–
|
-$209K
|
-1,829
|
Closed
|
|
|
1059
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
–
|
-$202K
|
-1,770
|
Closed
|
|
|
1060
|
Insight Advisors
Newtown,
Pennsylvania
|
–
|
-$200K
|
-1,691
|
Closed
|
|
|
1061
|
|
–
|
-$193K
|
-1,670
|
Closed
|
|
|
1062
|
RMR Wealth Builders
Montclair,
New Jersey
|
–
|
-$163K
|
-1,433
|
Closed
|
|
|
1063
|
Destiny Wealth Partners
Tavares,
Florida
|
–
|
-$159K
|
-1,396
|
Closed
|
|
|
1064
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
–
|
-$123K
|
-1,075
|
Closed
|
|
|
1065
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
–
|
-$106K
|
-925
|
Closed
|
|
|
1066
|
Arlington Partners
Birmingham,
Alabama
|
–
|
-$94K
|
-825
|
Closed
|
|
|
1067
|
Brand Asset Management Group
Chesterfield,
Missouri
|
–
|
-$78K
|
-684
|
Closed
|
|
|
1068
|
Regal Wealth Group
Seal Beach,
California
|
–
|
-$67K
|
-589
|
Closed
|
|
|
1069
|
Fusion Family Wealth
Woodbury,
New York
|
–
|
-$62K
|
-540
|
Closed
|
|
|
1070
|
Wealthcare Capital Management
Richmond,
Virginia
|
–
|
-$20K
|
-178
|
Closed
|
|
|
1071
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
–
|
-$16K
|
-143
|
Closed
|
|
|
1072
|
Fiduciary Planning
Englewood,
Florida
|
–
|
-$11K
|
-98
|
Closed
|
|
|
1073
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
–
|
-$10K
|
-84
|
Closed
|
|
|
1074
|
Litman Gregory Wealth Management
Larkspur,
California
|
–
|
-$6K
|
-53
|
Closed
|
|
|
1075
|
Fortis Advisors
Wayne,
Pennsylvania
|
–
|
-$5.95K
|
-50
|
-98%
|
|
