|
551
|
SWP Financial
San Diego,
California
|
–
|
-$299K
|
-3,404
|
Closed
|
|
|
552
|
Intellectus Partners
San Francisco,
California
|
–
|
-$272K
|
-3,100
|
Closed
|
|
|
553
|
Strategic Financial Concepts
San Antonio,
Texas
|
–
|
-$255K
|
-2,908
|
Closed
|
|
|
554
|
Mach-1 Financial Group
Rogers,
Arkansas
|
–
|
-$253K
|
-2,884
|
Closed
|
|
|
555
|
TrueWealth Advisors
Birmingham,
Alabama
|
–
|
-$248K
|
-2,819
|
Closed
|
|
|
556
|
Donor Advised Charitable Giving
San Francisco,
California
|
–
|
-$243K
|
-2,763
|
Closed
|
|
|
557
|
KeyBank National Association
Cleveland,
Ohio
|
–
|
-$239K
|
-2,717
|
Closed
|
|
|
558
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
–
|
-$250K
|
-2,705
|
Closed
|
|
|
559
|
WealthTrust Asset Management
Destin,
Florida
|
–
|
-$227K
|
-2,589
|
Closed
|
|
|
560
|
Congress Wealth Management
Boston,
Massachusetts
|
–
|
-$215K
|
-2,445
|
Closed
|
|
|
561
|
|
–
|
-$208K
|
-2,374
|
Closed
|
|
|
562
|
GW Henssler & Associates
Kennesaw,
Georgia
|
–
|
-$211K
|
-2,324
|
Closed
|
|
|
563
|
Greenleaf Trust
Kalamazoo,
Michigan
|
–
|
-$203K
|
-2,306
|
Closed
|
|
|
564
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
–
|
-$202K
|
-2,300
|
Closed
|
|
|
565
|
TD Private Client Wealth
New York
|
–
|
-$133K
|
-1,517
|
Closed
|
|
|
566
|
Lee, Danner & Bass
Nashville,
Tennessee
|
–
|
-$98.8K
|
-1,125
|
Closed
|
|
|
567
|
Knuff & Co
Foster City,
California
|
–
|
-$87.8K
|
-1,000
|
Closed
|
|
|
568
|
BOK Financial
Tulsa,
Oklahoma
|
–
|
-$43.4K
|
-502
|
Closed
|
|
|
569
|
Kestra Investment Management
Austin,
Texas
|
–
|
-$38K
|
-433
|
Closed
|
|
|
570
|
FLP Wealth Management
Bentonville,
Arkansas
|
–
|
-$30.1K
|
-342
|
Closed
|
|
|
571
|
Decker Retirement Planning
Levi,
Utah
|
–
|
-$21.5K
|
-245
|
Closed
|
|
|
572
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
–
|
-$20.6K
|
-235
|
Closed
|
|
|
573
|
POM Investment Strategies
Raleigh,
North Carolina
|
–
|
-$16.6K
|
-189
|
Closed
|
|
|
574
|
Caitlin John
Brighton,
Michigan
|
–
|
-$6.59K
|
-75
|
Closed
|
|
|
575
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
–
|
-$6.59K
|
-75
|
Closed
|
|
