|
501
|
Koss-Olinger Consulting
Gainesville,
Florida
|
–
|
-$1.58M
|
-49,368
|
Closed
|
|
|
502
|
Williams Financial
North Bennington,
Vermont
|
–
|
-$1.28M
|
-40,078
|
Closed
|
|
|
503
|
Idaho Trust Bank
Boise,
Idaho
|
–
|
-$1.17M
|
-36,538
|
Closed
|
|
|
504
|
Advanced Research Investment Solutions
Los Angeles,
California
|
–
|
-$1.05M
|
-32,743
|
Closed
|
|
|
505
|
Brown Brothers Harriman & Co
New York
|
–
|
-$1.03M
|
-32,175
|
Closed
|
|
|
506
|
Miracle Mile Advisors
Los Angeles,
California
|
–
|
-$1.02M
|
-31,678
|
Closed
|
|
|
507
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
–
|
-$607K
|
-18,938
|
Closed
|
|
|
508
|
All Season Financial Advisors
Denver,
Colorado
|
–
|
-$412K
|
-12,865
|
Closed
|
|
|
509
|
Meridian Wealth Management
Lexington,
Kentucky
|
–
|
-$376K
|
-11,741
|
Closed
|
|
|
510
|
GYL Financial Synergies
West Hartford,
Connecticut
|
–
|
-$353K
|
-11,014
|
Closed
|
|
|
511
|
Massachusetts Financial Services
Boston,
Massachusetts
|
–
|
-$306K
|
-9,545
|
Closed
|
|
|
512
|
Financial Management Network
Mission Viejo,
California
|
–
|
-$298K
|
-9,502
|
Closed
|
|
|
513
|
Caprock Group
Boise,
Idaho
|
–
|
-$281K
|
-8,750
|
Closed
|
|
|
514
|
World Investment Advisors
Santa Barbara,
California
|
–
|
-$273K
|
-8,518
|
Closed
|
|
|
515
|
Fiduciary Alliance
Greenville,
South Carolina
|
–
|
-$262K
|
-8,178
|
Closed
|
|
|
516
|
L.J. Altfest & Co
New York
|
–
|
-$256K
|
-7,995
|
Closed
|
|
|
517
|
Acorn Financial Advisory Services
Reston,
Virginia
|
–
|
-$250K
|
-7,790
|
Closed
|
|
|
518
|
St. Denis J. Villere & Co
New Orleans,
Louisiana
|
–
|
-$244K
|
-7,615
|
Closed
|
|
|
519
|
One Wealth Management Investment & Advisory Services
Miami Beach,
Florida
|
–
|
-$236K
|
-7,358
|
Closed
|
|
|
520
|
Avidian Wealth Enterprises
Houston,
Texas
|
–
|
-$233K
|
-7,267
|
Closed
|
|
|
521
|
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
–
|
-$228K
|
-7,118
|
Closed
|
|
|
522
|
Arete Wealth Advisors
Chicago,
Illinois
|
–
|
-$219K
|
-6,828
|
Closed
|
|
|
523
|
New York Life Investment Management
New York
|
–
|
-$216K
|
-6,722
|
Closed
|
|
|
524
|
Appleton Partners
Boston,
Massachusetts
|
–
|
-$209K
|
-6,522
|
Closed
|
|
|
525
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
–
|
-$205K
|
-6,397
|
Closed
|
|
