|
1326
|
Unifi Asset Management
New York
|
–
|
-$291K
|
-17,617
|
Closed
|
|
|
1327
|
Evoke Wealth
Los Angeles,
California
|
–
|
-$289K
|
-17,513
|
Closed
|
|
|
1328
|
M Holdings Securities
Portland,
Oregon
|
–
|
-$285K
|
-17,304
|
Closed
|
|
|
1329
|
|
–
|
-$262K
|
-15,905
|
Closed
|
|
|
1330
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
–
|
-$253K
|
-15,371
|
Closed
|
|
|
1331
|
Wealth Alliance
Mellville,
New York
|
–
|
-$250K
|
-15,143
|
Closed
|
|
|
1332
|
Financial Plan Inc
Bellingham,
Washington
|
–
|
-$247K
|
-15,000
|
Closed
|
|
|
1333
|
CFO4Life Group
Coppell,
Texas
|
–
|
-$245K
|
-14,847
|
Closed
|
|
|
1334
|
Van Cleef Asset Management
Beachwood,
Ohio
|
–
|
-$241K
|
-14,590
|
Closed
|
|
|
1335
|
Prossimo Advisors
San Luis Obispo,
California
|
–
|
-$240K
|
-14,563
|
Closed
|
|
|
1336
|
Redwood Family Wealth
Addison,
Texas
|
–
|
-$238K
|
-14,433
|
Closed
|
|
|
1337
|
Oarsman Capital
Milwaukee,
Wisconsin
|
–
|
-$230K
|
-13,978
|
Closed
|
|
|
1338
|
Coastal Bridge Advisors
Westport,
Connecticut
|
–
|
-$218K
|
-13,194
|
Closed
|
|
|
1339
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
–
|
-$214K
|
-12,989
|
Closed
|
|
|
1340
|
Busey Bank
Urbana,
Illinois
|
–
|
-$211K
|
-12,816
|
Closed
|
|
|
1341
|
Strata Wealth Advisors
Dallas,
Texas
|
–
|
-$207K
|
-12,529
|
Closed
|
|
|
1342
|
AllianceBernstein
Nashville,
Tennessee
|
–
|
-$203K
|
-12,305
|
Closed
|
|
|
1343
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
–
|
-$200K
|
-12,116
|
Closed
|
|
|
1344
|
Adamsbrown Wealth Consultants
Wichita,
Kansas
|
–
|
-$198K
|
-12,030
|
Closed
|
|
|
1345
|
Mountain Capital Investment Advisors
Westminster,
Colorado
|
–
|
-$216K
|
-12,007
|
Closed
|
|
|
1346
|
Rowlandmiller & Partners
Atlanta,
Georgia
|
–
|
-$191K
|
-11,600
|
Closed
|
|
|
1347
|
TrueWealth Advisors
Birmingham,
Alabama
|
–
|
-$190K
|
-11,539
|
Closed
|
|
|
1348
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
–
|
-$188K
|
-11,402
|
Closed
|
|
|
1349
|
Caliber Wealth Management (Kansas)
Overland Park,
Kansas
|
–
|
-$187K
|
-11,346
|
Closed
|
|
|
1350
|
Freedom Day Solutions
Houston,
Texas
|
–
|
-$178K
|
-10,801
|
Closed
|
|
