|
801
|
JMG Financial Group
Downers Grove,
Illinois
|
–
|
-$848K
|
-8,892
|
Closed
|
|
|
802
|
Segall Bryant & Hamill
Chicago,
Illinois
|
–
|
-$729K
|
-7,636
|
Closed
|
|
|
803
|
Beaumont Capital Management
Boston,
Massachusetts
|
–
|
-$558K
|
-5,853
|
Closed
|
|
|
804
|
Veritable
Wilmington,
Delaware
|
–
|
-$485K
|
-5,082
|
Closed
|
|
|
805
|
RNC Capital Management
Los Angeles,
California
|
–
|
-$399K
|
-4,180
|
Closed
|
|
|
806
|
Alera Investment Advisors
Deerfield,
Illinois
|
–
|
-$355K
|
-3,725
|
Closed
|
|
|
807
|
Ignite Planners
San Clemente,
California
|
–
|
-$321K
|
-3,467
|
Closed
|
|
|
808
|
Soltis Investment Advisors
St. George,
Utah
|
–
|
-$307K
|
-3,213
|
Closed
|
|
|
809
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
–
|
-$296K
|
-3,100
|
Closed
|
|
|
810
|
3D/L Capital Management
Hartford,
Connecticut
|
–
|
-$291K
|
-3,047
|
Closed
|
|
|
811
|
Summit Financial
Parsippany,
New Jersey
|
–
|
-$290K
|
-3,036
|
Closed
|
|
|
812
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
–
|
-$278K
|
-2,913
|
Closed
|
|
|
813
|
Opal Wealth Advisors
Jericho,
New York
|
–
|
-$264K
|
-2,768
|
Closed
|
|
|
814
|
Financial Engines Advisors
Santa Clara,
California
|
–
|
-$263K
|
-2,757
|
Closed
|
|
|
815
|
Kingswood Wealth Advisors
San Diego,
California
|
–
|
-$244K
|
-2,562
|
Closed
|
|
|
816
|
Delta Investment Management
San Francisco,
California
|
–
|
-$244K
|
-2,554
|
Closed
|
|
|
817
|
Coppell Advisory Solutions
Coppell,
Texas
|
–
|
-$237K
|
-2,515
|
Closed
|
|
|
818
|
Spectrum Asset Management (California)
Newport Beach,
California
|
–
|
-$232K
|
-2,435
|
Closed
|
|
|
819
|
MKT Advisors
Escondido,
California
|
–
|
-$231K
|
-2,390
|
Closed
|
|
|
820
|
Prosperity Planning
Kansas City,
Missouri
|
–
|
-$227K
|
-2,378
|
Closed
|
|
|
821
|
MGO One Seven
Beachwood,
Ohio
|
–
|
-$225K
|
-2,353
|
Closed
|
|
|
822
|
WealthOne
Albany,
New York
|
–
|
-$222K
|
-2,331
|
Closed
|
|
|
823
|
Columbus Macro
New Castle,
Pennsylvania
|
–
|
-$219K
|
-2,296
|
Closed
|
|
|
824
|
Independent Solutions Wealth Management
Williamsville,
New York
|
–
|
-$217K
|
-2,273
|
Closed
|
|
|
825
|
Buttonwood Financial Group
Kansas City,
Missouri
|
–
|
-$217K
|
-2,270
|
Closed
|
|
