|
601
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
–
|
-$317K
|
-7,254
|
Closed
|
|
|
602
|
TrueWealth Advisors
Birmingham,
Alabama
|
–
|
-$283K
|
-6,479
|
Closed
|
|
|
603
|
Breakthru Advisory Services
Muskego,
Wisconsin
|
–
|
-$270K
|
-6,190
|
Closed
|
|
|
604
|
PCA Investment Advisory Services
Cincinnati,
Ohio
|
–
|
-$259K
|
-5,931
|
Closed
|
|
|
605
|
Stratos Investment Management
Beachwood,
Ohio
|
–
|
-$242K
|
-5,555
|
Closed
|
|
|
606
|
Neuberger Berman Group
New York
|
–
|
-$231K
|
-5,290
|
Closed
|
|
|
607
|
|
–
|
-$213K
|
-4,886
|
Closed
|
|
|
608
|
Transcend Capital Advisors
Madison,
New Jersey
|
–
|
-$212K
|
-4,857
|
Closed
|
|
|
609
|
Cullen/Frost Bankers
San Antonio,
Texas
|
–
|
-$207K
|
-4,736
|
Closed
|
|
|
610
|
Navis Wealth Advisors
Rye Brook,
New York
|
–
|
-$203K
|
-4,653
|
Closed
|
|
|
611
|
Venturi Wealth Management
Austin,
Texas
|
–
|
-$149K
|
-3,425
|
Closed
|
|
|
612
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
–
|
-$119K
|
-2,717
|
Closed
|
|
|
613
|
Putney Financial Group
San Rafael,
California
|
–
|
-$86K
|
-1,970
|
Closed
|
|
|
614
|
Lee, Danner & Bass
Nashville,
Tennessee
|
–
|
-$50.1K
|
-1,149
|
Closed
|
|
|
615
|
Pathway Financial Advisers
Auburn,
Indiana
|
–
|
-$45.9K
|
-1,052
|
Closed
|
|
|
616
|
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
–
|
-$39.5K
|
-906
|
Closed
|
|
|
617
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
–
|
-$37.1K
|
-849
|
Closed
|
|
|
618
|
Financial Life Planners
Tempe,
Arizona
|
–
|
-$35.2K
|
-806
|
Closed
|
|
|
619
|
Castleview Partners
Dallas,
Texas
|
–
|
-$34.5K
|
-793
|
Closed
|
|
|
620
|
FLP Wealth Management
Bentonville,
Arkansas
|
–
|
-$30.1K
|
-689
|
Closed
|
|
|
621
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
–
|
-$28.2K
|
-647
|
Closed
|
|
|
622
|
Kestra Investment Management
Austin,
Texas
|
–
|
-$24.6K
|
-563
|
Closed
|
|
|
623
|
Brown Brothers Harriman & Co
New York
|
–
|
-$20.1K
|
-461
|
Closed
|
|
|
624
|
Decker Retirement Planning
Levi,
Utah
|
–
|
-$16.6K
|
-380
|
Closed
|
|
|
625
|
BankPlus Trust Department
Jackson,
Mississippi
|
–
|
-$11K
|
-251
|
Closed
|
|
