|
1001
|
Smith, Moore & Co
Clayton,
Missouri
|
–
|
-$259K
|
-14,240
|
Closed
|
|
|
1002
|
Avantax Planning Partners
Dubuque,
Iowa
|
–
|
-$251K
|
-13,810
|
Closed
|
|
|
1003
|
Noesis Capital Mangement
Boca Raton,
Florida
|
–
|
-$249K
|
-13,709
|
Closed
|
|
|
1004
|
Family Management
New York
|
–
|
-$245K
|
-13,482
|
Closed
|
|
|
1005
|
Beaton Management Company
Haverhill,
Massachusetts
|
–
|
-$243K
|
-13,400
|
Closed
|
|
|
1006
|
Investment Security Group
Denver,
Colorado
|
–
|
-$226K
|
-12,446
|
Closed
|
|
|
1007
|
YHB Investment Advisors
West Hartford,
Connecticut
|
–
|
-$222K
|
-12,232
|
Closed
|
|
|
1008
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
–
|
-$216K
|
-12,044
|
Closed
|
|
|
1009
|
Somerset Group
Wayzata,
Minnesota
|
–
|
-$218K
|
-12,000
|
Closed
|
|
|
1010
|
Chicago Trust
Grayslake,
Illinois
|
–
|
-$211K
|
-11,596
|
Closed
|
|
|
1011
|
Kiley Juergens Wealth Management
Olympia,
Washington
|
–
|
-$201K
|
-11,074
|
Closed
|
|
|
1012
|
Kelleher Financial Advisors
New York
|
–
|
-$201K
|
-11,064
|
Closed
|
|
|
1013
|
20/20 Capital Management
Costa Mesa,
California
|
–
|
-$197K
|
-10,997
|
Closed
|
|
|
1014
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
–
|
-$199K
|
-10,952
|
Closed
|
|
|
1015
|
Spotlight Asset Group
Oakbrook Terrace,
Illinois
|
–
|
-$196K
|
-10,779
|
Closed
|
|
|
1016
|
Sequent Asset Management
Houston,
Texas
|
–
|
-$193K
|
-10,612
|
Closed
|
|
|
1017
|
First Midwest Bank Trust Division
Joliet,
Illinois
|
–
|
-$183K
|
-10,094
|
Closed
|
|
|
1018
|
Boston Financial Management
Boston,
Massachusetts
|
–
|
-$166K
|
-9,135
|
Closed
|
|
|
1019
|
WealthSource Partners
San Luis Obispo,
California
|
–
|
-$163K
|
-8,986
|
Closed
|
|
|
1020
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
–
|
-$157K
|
-8,634
|
Closed
|
|
|
1021
|
GS Investments
Minneapolis,
Minnesota
|
–
|
-$145K
|
-8,000
|
Closed
|
|
|
1022
|
Principle Wealth Partners
Madison,
Connecticut
|
–
|
-$117K
|
-6,446
|
Closed
|
|
|
1023
|
Norway Savings Bank
Portland,
Maine
|
–
|
-$76K
|
-4,200
|
Closed
|
|
|
1024
|
Procyon Advisors
Shelton,
Connecticut
|
–
|
-$74K
|
-4,098
|
Closed
|
|
|
1025
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
–
|
-$73K
|
-4,030
|
Closed
|
|
