|
1001
|
Moneywise Inc
Forest,
Virginia
|
–
|
-$1.48M
|
-13,790
|
Closed
|
|
|
1002
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
–
|
-$948K
|
-8,808
|
Closed
|
|
|
1003
|
Personal CFO Solutions
Chester,
New Jersey
|
–
|
-$466K
|
-4,333
|
Closed
|
|
|
1004
|
Pinion Investment Advisors
Wichita,
Kansas
|
–
|
-$462K
|
-4,291
|
Closed
|
|
|
1005
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
–
|
-$406K
|
-3,768
|
Closed
|
|
|
1006
|
Voisard Asset Management Group
Grand Rapids,
Michigan
|
–
|
-$367K
|
-3,413
|
Closed
|
|
|
1007
|
Tranquility Partners
Brentwood,
Tennessee
|
–
|
-$348K
|
-3,229
|
Closed
|
|
|
1008
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
–
|
-$285K
|
-2,643
|
Closed
|
|
|
1009
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
–
|
-$272K
|
-2,525
|
Closed
|
|
|
1010
|
Holistic Planning
Nacogdoches,
Texas
|
–
|
-$258K
|
-2,395
|
Closed
|
|
|
1011
|
Shufro Rose & Co
New York
|
–
|
-$241K
|
-2,356
|
Closed
|
|
|
1012
|
Avaii Wealth Management
Appleton,
Wisconsin
|
–
|
-$247K
|
-2,291
|
Closed
|
|
|
1013
|
Rollins Financial Advisors
New York City,
New York
|
–
|
-$244K
|
-2,270
|
Closed
|
|
|
1014
|
Regions Financial Corp
Birmingham,
Alabama
|
–
|
-$233K
|
-2,161
|
Closed
|
|
|
1015
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
–
|
-$226K
|
-2,103
|
Closed
|
|
|
1016
|
BSW Wealth Partners
Boulder,
Colorado
|
–
|
-$219K
|
-2,035
|
Closed
|
|
|
1017
|
Vanguard Group
Malvern,
Pennsylvania
|
–
|
-$214K
|
-1,989
|
Closed
|
|
|
1018
|
Scotia Capital
Toronto,
Ontario, Canada
|
–
|
-$214K
|
-1,986
|
Closed
|
|
|
1019
|
Newport Capital Group
Red Bank,
New Jersey
|
–
|
-$209K
|
-1,943
|
Closed
|
|
|
1020
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
–
|
-$209K
|
-1,940
|
Closed
|
|
|
1021
|
Shira Ridge Wealth Management
Larkspur,
California
|
–
|
-$205K
|
-1,906
|
Closed
|
|
|
1022
|
Aspiriant LLC
Los Angeles,
California
|
–
|
-$205K
|
-1,904
|
Closed
|
|
|
1023
|
NorthLanding Financial Partners
Rochester,
New York
|
–
|
-$205K
|
-1,900
|
Closed
|
|
|
1024
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
–
|
-$200K
|
-1,859
|
Closed
|
|
|
1025
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
–
|
-$127K
|
-1,181
|
Closed
|
|
