|
1001
|
Westbourne Investments
Alexandria,
Virginia
|
–
|
-$271K
|
-1,250
|
Closed
|
|
|
1002
|
Capital Performance Advisors
Walnut Creek,
California
|
–
|
-$264K
|
-1,218
|
Closed
|
|
|
1003
|
Cooper Financial Group
Irvine,
California
|
–
|
-$264K
|
-1,216
|
Closed
|
|
|
1004
|
|
–
|
-$254K
|
-1,171
|
Closed
|
|
|
1005
|
RIA Advisory Group
Des Moines,
Iowa
|
–
|
-$253K
|
-1,165
|
Closed
|
|
|
1006
|
Private Advisory Group
Redmond,
Washington
|
–
|
-$242K
|
-1,116
|
Closed
|
|
|
1007
|
OneAscent Investment Solutions
Birmingham,
Alabama
|
–
|
-$239K
|
-1,102
|
Closed
|
|
|
1008
|
Iconiq Capital
San Francisco,
California
|
–
|
-$237K
|
-1,093
|
Closed
|
|
|
1009
|
Stevens Capital Management
Radnor,
Pennsylvania
|
–
|
-$230K
|
-1,059
|
Closed
|
|
|
1010
|
Belpointe Asset Management
Reno,
Nevada
|
–
|
-$207K
|
-951
|
Closed
|
|
|
1011
|
Synergy Investment Management
Altamonte Springs,
Florida
|
–
|
-$198K
|
-913
|
Closed
|
|
|
1012
|
|
–
|
-$180K
|
-830
|
Closed
|
|
|
1013
|
SVB Wealth
Boston,
Massachusetts
|
–
|
-$150K
|
-690
|
Closed
|
|
|
1014
|
Hexagon Capital Partners
Rogers,
Arkansas
|
–
|
-$89.4K
|
-412
|
Closed
|
|
|
1015
|
|
–
|
-$68.6K
|
-316
|
Closed
|
|
|
1016
|
Wayfinding Financial
Lynnwood,
Washington
|
–
|
-$34K
|
-158
|
Closed
|
|
|
1017
|
Riverview Trust Company
Vancouver,
Washington
|
–
|
-$33.4K
|
-154
|
Closed
|
|
|
1018
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
–
|
-$30.4K
|
-140
|
Closed
|
|
|
1019
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
–
|
-$26.5K
|
-122
|
Closed
|
|
|
1020
|
Continuum Advisory
Eagle,
Idaho
|
–
|
-$19.5K
|
-90
|
Closed
|
|
|
1021
|
Frazier Financial Advisors
Columbus,
Ohio
|
–
|
-$16.9K
|
-78
|
Closed
|
|
|
1022
|
Fuller & Thaler Asset Management
San Mateo,
California
|
–
|
-$8.69K
|
-40
|
Closed
|
|
|
1023
|
Compass Financial Services
West Des Moines,
Iowa
|
–
|
-$7.17K
|
-33
|
Closed
|
|
|
1024
|
Capital A Wealth Management
New Castle,
Pennsylvania
|
–
|
-$6.73K
|
-31
|
Closed
|
|
|
1025
|
Flaharty Asset Management
Clearwater,
Florida
|
–
|
-$3.26K
|
-15
|
Closed
|
|
