|
1201
|
Diversify Advisory Services
Sandy,
Utah
|
–
|
-$328K
|
-8,572
|
Closed
|
|
|
1202
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
–
|
-$329K
|
-8,518
|
Closed
|
|
|
1203
|
Stevens Capital Management
Radnor,
Pennsylvania
|
–
|
-$309K
|
-8,012
|
Closed
|
|
|
1204
|
RDA Financial Network
Akron,
Iowa
|
–
|
-$304K
|
-7,884
|
Closed
|
|
|
1205
|
Impact Partnership Wealth
Marietta,
Georgia
|
–
|
-$298K
|
-7,722
|
Closed
|
|
|
1206
|
AlphaQ Advisors
Winter Park,
Florida
|
–
|
-$293K
|
-7,604
|
Closed
|
|
|
1207
|
Waterfront Wealth
Overland Park,
Kansas
|
–
|
-$242K
|
-7,122
|
Closed
|
|
|
1208
|
Insigneo Advisory Services
Miami,
Florida
|
–
|
-$267K
|
-6,914
|
Closed
|
|
|
1209
|
Wellington Wealth Strategies
Indianapolis,
Indiana
|
–
|
-$265K
|
-6,866
|
Closed
|
|
|
1210
|
Congress Wealth Management
Boston,
Massachusetts
|
–
|
-$257K
|
-6,670
|
Closed
|
|
|
1211
|
American Trust
Lexington,
Kentucky
|
–
|
-$254K
|
-6,588
|
Closed
|
|
|
1212
|
Sage Mountain Advisors
Atlanta,
Georgia
|
–
|
-$252K
|
-6,530
|
Closed
|
|
|
1213
|
Advisors Capital Management
Ridgewood,
New Jersey
|
–
|
-$249K
|
-6,444
|
Closed
|
|
|
1214
|
Forum Financial Management
Lombard,
Illinois
|
–
|
-$242K
|
-6,276
|
Closed
|
|
|
1215
|
Whalerock Point Partners
Providence,
Rhode Island
|
–
|
-$239K
|
-6,190
|
Closed
|
|
|
1216
|
Foster & Motley
Cincinnati,
Ohio
|
–
|
-$234K
|
-6,074
|
Closed
|
|
|
1217
|
Morningstar Investment Management
Chicago,
Illinois
|
–
|
-$233K
|
-6,042
|
Closed
|
|
|
1218
|
Fayez Sarofim & Co
Houston,
Texas
|
–
|
-$231K
|
-6,000
|
Closed
|
|
|
1219
|
Goepper Burkhardt
Greenville,
South Carolina
|
–
|
-$204K
|
-6,000
|
Closed
|
|
|
1220
|
Windward Private Wealth Management
Overland Park,
Kansas
|
–
|
-$231K
|
-6,000
|
Closed
|
|
|
1221
|
Bristlecone Advisors
Bellevue,
Washington
|
–
|
-$230K
|
-5,964
|
Closed
|
|
|
1222
|
Channel Wealth
Santa Barbara,
California
|
–
|
-$228K
|
-5,920
|
Closed
|
|
|
1223
|
Valmark Advisers
Akron,
Ohio
|
–
|
-$228K
|
-5,920
|
Closed
|
|
|
1224
|
Kingswood Wealth Advisors
San Diego,
California
|
–
|
-$226K
|
-5,868
|
Closed
|
|
|
1225
|
Cozad Asset Management
Champaign,
Illinois
|
–
|
-$226K
|
-5,860
|
Closed
|
|
