|
301
|
Great Valley Advisor Group
Wilmington,
Delaware
|
–
|
-$370K
|
-13,187
|
Closed
|
|
|
302
|
Financial Engines Advisors
Santa Clara,
California
|
–
|
-$364K
|
-12,978
|
Closed
|
|
|
303
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
–
|
-$362K
|
-12,930
|
Closed
|
|
|
304
|
Diversify Advisory Services
Sandy,
Utah
|
–
|
-$318K
|
-11,648
|
Closed
|
|
|
305
|
|
–
|
-$294K
|
-10,478
|
Closed
|
|
|
306
|
Moors & Cabot
Boston,
Massachusetts
|
–
|
-$291K
|
-10,391
|
Closed
|
|
|
307
|
K.J. Harrison & Partners
Toronto,
Ontario, Canada
|
–
|
-$289K
|
-10,000
|
Closed
|
|
|
308
|
Stratos Wealth Partners
Beachwood,
Ohio
|
–
|
-$279K
|
-9,942
|
Closed
|
|
|
309
|
Modern Wealth Management
Lenexa,
Kansas
|
–
|
-$278K
|
-9,932
|
Closed
|
|
|
310
|
Mission Wealth Management
Santa Barbara,
California
|
–
|
-$274K
|
-9,765
|
Closed
|
|
|
311
|
Vienna Asset Management
Saratoga,
California
|
–
|
-$273K
|
-9,743
|
Closed
|
|
|
312
|
Vivaldi Capital Management
Chicago,
Illinois
|
–
|
-$254K
|
-9,645
|
Closed
|
|
|
313
|
Red Door Wealth Management
Memphis,
Tennessee
|
–
|
-$268K
|
-9,580
|
Closed
|
|
|
314
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
–
|
-$260K
|
-9,284
|
Closed
|
|
|
315
|
IPG Investment Advisors
San Diego,
California
|
–
|
-$255K
|
-9,101
|
Closed
|
|
|
316
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
–
|
-$252K
|
-9,004
|
Closed
|
|
|
317
|
Curran Financial Partners
Daniel Island,
South Carolina
|
–
|
-$252K
|
-9,002
|
Closed
|
|
|
318
|
Sepio Capital
Salt Lake City,
Utah
|
–
|
-$247K
|
-8,810
|
Closed
|
|
|
319
|
SeaCrest Wealth Management
Purchase,
New York
|
–
|
-$247K
|
-8,808
|
Closed
|
|
|
320
|
Aveo Capital Partners
Englewood,
Colorado
|
–
|
-$242K
|
-8,644
|
Closed
|
|
|
321
|
Ring Mountain Capital
Tiburon,
California
|
–
|
-$242K
|
-8,626
|
Closed
|
|
|
322
|
CreativeOne Wealth
Overland Park,
Kansas
|
–
|
-$237K
|
-8,457
|
Closed
|
|
|
323
|
Cooper Financial Group
Irvine,
California
|
–
|
-$235K
|
-8,392
|
Closed
|
|
|
324
|
Redwood Wealth Management Group
Medford,
New Jersey
|
–
|
-$230K
|
-8,225
|
Closed
|
|
|
325
|
PBMares Wealth Management
Williamsburg,
Virginia
|
–
|
-$226K
|
-8,069
|
Closed
|
|
