|
126
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
–
|
-$957K
|
-22,496
|
Closed
|
|
|
127
|
Strategic Blueprint
Atlanta,
Georgia
|
–
|
-$924K
|
-21,715
|
Closed
|
|
|
128
|
Bank of New York Mellon
New York
|
–
|
-$648K
|
-15,224
|
Closed
|
|
|
129
|
Davenport & Co
Richmond,
Virginia
|
–
|
-$626K
|
-14,708
|
Closed
|
|
|
130
|
Optivise Advisory Services
Franklin,
Tennessee
|
–
|
-$620K
|
-14,568
|
Closed
|
|
|
131
|
Axxcess Wealth Management
Carlsbad,
California
|
–
|
-$618K
|
-14,522
|
Closed
|
|
|
132
|
Fourpath Capital Management
Oklahoma City,
Oklahoma
|
–
|
-$530K
|
-12,448
|
Closed
|
|
|
133
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$484K
|
-11,368
|
Closed
|
|
|
134
|
Raleigh Capital Management
Cary,
North Carolina
|
–
|
-$403K
|
-9,464
|
Closed
|
|
|
135
|
Lloyd Advisory Services
Suwanee,
Georgia
|
–
|
-$342K
|
-8,048
|
Closed
|
|
|
136
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
–
|
-$13.2M
|
-7,760
|
Closed
|
|
|
137
|
|
–
|
-$277K
|
-6,520
|
Closed
|
|
|
138
|
Simplicity Wealth
Summit,
New Jersey
|
–
|
-$267K
|
-6,282
|
Closed
|
|
|
139
|
New Wave Wealth Advisors
Springdale,
Arkansas
|
–
|
-$254K
|
-5,971
|
Closed
|
|
|
140
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
–
|
-$253K
|
-5,944
|
Closed
|
|
|
141
|
RFG Advisory
Birmingham,
Alabama
|
–
|
-$228K
|
-5,365
|
Closed
|
|
|
142
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
–
|
-$226K
|
-5,309
|
Closed
|
|
|
143
|
Creative Financial Designs
Kokomo,
Indiana
|
–
|
-$110K
|
-2,574
|
Closed
|
|
|
144
|
Camelot Portfolios
Maumee,
Ohio
|
–
|
-$42.5K
|
-1,000
|
Closed
|
|
|
145
|
VisionPoint Advisory Group
Dallas,
Texas
|
–
|
-$13.8K
|
-325
|
Closed
|
|
|
146
|
Aspire Private Capital
Cornelius,
North Carolina
|
–
|
-$9.06K
|
-213
|
Closed
|
|
|
147
|
|
–
|
-$1.7K
|
-40
|
Closed
|
|
|
148
|
Great Lakes Retirement
Sandusky,
Ohio
|
–
|
-$808
|
-19
|
Closed
|
|
