|
601
|
Polaris Wealth Advisory Group
San Rafael,
California
|
–
|
-$3.39M
|
-65,312
|
Closed
|
|
|
602
|
Valeo Financial Advisors
Carmel,
Indiana
|
–
|
-$1.38M
|
-27,101
|
Closed
|
|
|
603
|
US Financial Advisors
Braintree,
Massachusetts
|
–
|
-$377K
|
-7,388
|
Closed
|
|
|
604
|
Wealthquest
Cincinnati,
Ohio
|
–
|
-$339K
|
-6,651
|
Closed
|
|
|
605
|
KFA Private Wealth Group
Tysons,
Virginia
|
–
|
-$314K
|
-6,157
|
Closed
|
|
|
606
|
TAP Consulting
Kirkwood,
Missouri
|
–
|
-$302K
|
-5,931
|
Closed
|
|
|
607
|
Signet Financial Management
Parsippany,
New Jersey
|
–
|
-$300K
|
-5,891
|
Closed
|
|
|
608
|
EP Wealth Advisors
Torrance,
California
|
–
|
-$298K
|
-5,844
|
Closed
|
|
|
609
|
HBW Advisory Services
Simi Valley,
California
|
–
|
-$255K
|
-4,997
|
Closed
|
|
|
610
|
Newman & Schimel
Deerfield,
Illinois
|
–
|
-$254K
|
-4,990
|
Closed
|
|
|
611
|
Peak Asset Management
Louisville,
Colorado
|
–
|
-$253K
|
-4,968
|
Closed
|
|
|
612
|
Tufton Capital Management
Hunt Valley,
Maryland
|
–
|
-$242K
|
-4,756
|
Closed
|
|
|
613
|
Y-Intercept (HK)
Hong Kong
|
–
|
-$219K
|
-4,272
|
Closed
|
|
|
614
|
Elk River Wealth Management
Denver,
Colorado
|
–
|
-$208K
|
-4,088
|
Closed
|
|
|
615
|
M Holdings Securities
Portland,
Oregon
|
–
|
-$201K
|
-3,953
|
Closed
|
|
|
616
|
Alpha DNA Investment Management
Columbia,
Maryland
|
–
|
-$164K
|
-3,218
|
Closed
|
|
|
617
|
Schroder Investment Management Group
London,
United Kingdom
|
–
|
-$52K
|
-1,027
|
Closed
|
|
|
618
|
Black Swift Group
Boulder,
Colorado
|
–
|
-$47K
|
-914
|
Closed
|
|
|
619
|
Grandview Asset Management
Harrisburg,
Pennsylvania
|
–
|
-$43K
|
-853
|
Closed
|
|
|
620
|
Eudaimonia Partners
Winchester,
Tennessee
|
–
|
-$21K
|
-415
|
Closed
|
|
|
621
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
–
|
-$12K
|
-233
|
Closed
|
|
|
622
|
Fiduciary Planning
Englewood,
Florida
|
–
|
-$6K
|
-114
|
Closed
|
|
|
623
|
Piscataqua Savings Bank
Portsmouth,
New Hampshire
|
–
|
-$5K
|
-106
|
Closed
|
|
|
624
|
Lenox Wealth Advisors
New York
|
–
|
-$5K
|
-92
|
Closed
|
|
|
625
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
–
|
-$3K
|
-52
|
Closed
|
|
