|
501
|
West Wealth Group
Irvine,
California
|
–
|
-$380K
|
-4,790
|
Closed
|
|
|
502
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
–
|
-$353K
|
-4,440
|
Closed
|
|
|
503
|
Chicago Wealth Management
Chicago,
Illinois
|
–
|
-$348K
|
-4,374
|
Closed
|
|
|
504
|
Cerity Partners OCIO
New York
|
–
|
-$331K
|
-4,165
|
Closed
|
|
|
505
|
Venturi Wealth Management
Austin,
Texas
|
–
|
-$293K
|
-3,689
|
Closed
|
|
|
506
|
Millennium Management
New York
|
–
|
-$288K
|
-3,629
|
Closed
|
|
|
507
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
–
|
-$268K
|
-3,470
|
Closed
|
|
|
508
|
Seaview Investment Managers
Miami,
Florida
|
–
|
-$263K
|
-3,315
|
Closed
|
|
|
509
|
Freestone Capital Holdings
Seattle,
Washington
|
–
|
-$260K
|
-3,273
|
Closed
|
|
|
510
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
–
|
-$239K
|
-3,013
|
Closed
|
|
|
511
|
Columbia Trust
Portland,
Oregon
|
–
|
-$236K
|
-3,005
|
Closed
|
|
|
512
|
Spectrum Planning & Advisory Services
San Diego,
California
|
–
|
-$236K
|
-2,971
|
Closed
|
|
|
513
|
Wedbush Securities
Los Angeles,
California
|
–
|
-$235K
|
-2,961
|
Closed
|
|
|
514
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
–
|
-$228K
|
-2,864
|
Closed
|
|
|
515
|
tru Independence
Portland,
Oregon
|
–
|
-$216K
|
-2,718
|
Closed
|
|
|
516
|
Coastline Trust
Providence,
Rhode Island
|
–
|
-$214K
|
-2,684
|
Closed
|
|
|
517
|
Transcend Capital Advisors
Madison,
New Jersey
|
–
|
-$212K
|
-2,672
|
Closed
|
|
|
518
|
United Capital Financial Advisors
Irving,
Texas
|
–
|
-$212K
|
-2,662
|
Closed
|
|
|
519
|
Financial Counselors Inc
Overland Park,
Kansas
|
–
|
-$207K
|
-2,605
|
Closed
|
|
|
520
|
Weil Company
San Diego,
California
|
–
|
-$207K
|
-2,605
|
Closed
|
|
|
521
|
Palladiem
Bryn Mawr,
Pennsylvania
|
–
|
-$207K
|
-2,604
|
Closed
|
|
|
522
|
WBH Advisory
Baltimore,
Maryland
|
–
|
-$204K
|
-2,570
|
Closed
|
|
|
523
|
Arjuna Capital
Durham,
North Carolina
|
–
|
-$130K
|
-1,641
|
Closed
|
|
|
524
|
Estate Counselors
Thiensville,
Wisconsin
|
–
|
-$106K
|
-1,340
|
Closed
|
|
|
525
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
–
|
-$68K
|
-868
|
Closed
|
|
