|
901
|
|
–
|
-$4.31M
|
-88,106
|
Closed
|
|
|
902
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
–
|
-$4M
|
-81,814
|
Closed
|
|
|
903
|
Synergy Asset Management
Vancouver,
Washington
|
–
|
-$4M
|
-81,674
|
Closed
|
|
|
904
|
Financial Management Professionals
Austin,
Texas
|
–
|
-$3.23M
|
-66,022
|
Closed
|
|
|
905
|
IEQ Capital
Foster City,
California
|
–
|
-$2.36M
|
-48,196
|
Closed
|
|
|
906
|
Stokes Family Office
New Orleans,
Louisiana
|
–
|
-$1.43M
|
-29,188
|
Closed
|
|
|
907
|
PineBridge Investments
New York
|
–
|
-$1.16M
|
-23,773
|
Closed
|
|
|
908
|
Citadel Advisors
Miami,
Florida
|
–
|
-$844K
|
-17,239
|
Closed
|
|
|
909
|
FLC Capital Advisors
Palm Desert,
California
|
–
|
-$808K
|
-16,516
|
Closed
|
|
|
910
|
Curtis Advisory Group
Santa Barbara,
California
|
–
|
-$806K
|
-16,479
|
Closed
|
|
|
911
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
–
|
-$713K
|
-14,565
|
Closed
|
|
|
912
|
Sepio Capital
Salt Lake City,
Utah
|
–
|
-$589K
|
-12,038
|
Closed
|
|
|
913
|
Stelac Advisory Services
New York
|
–
|
-$403K
|
-8,233
|
Closed
|
|
|
914
|
MSH Capital Advisors
Scottsdale,
Arizona
|
–
|
-$372K
|
-7,593
|
Closed
|
|
|
915
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
–
|
-$346K
|
-7,066
|
Closed
|
|
|
916
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
–
|
-$285K
|
-5,822
|
Closed
|
|
|
917
|
Lindbrook Capital
Calabasas,
California
|
–
|
-$279K
|
-5,709
|
Closed
|
|
|
918
|
Essex LLC
Deer Park,
Illinois
|
–
|
-$276K
|
-5,631
|
Closed
|
|
|
919
|
New Harbor Financial Group
Worcester,
Massachusetts
|
–
|
-$256K
|
-5,236
|
Closed
|
|
|
920
|
|
–
|
-$249K
|
-5,091
|
Closed
|
|
|
921
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
–
|
-$245K
|
-5,006
|
Closed
|
|
|
922
|
Prelude Capital Management
New York
|
–
|
-$215K
|
-4,390
|
Closed
|
|
|
923
|
BluePath Capital Management
Atlanta,
Georgia
|
–
|
-$87.6K
|
-1,790
|
Closed
|
|
|
924
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
–
|
-$49.3K
|
-1,007
|
Closed
|
|
|
925
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
–
|
-$43.1K
|
-881
|
Closed
|
|
