|
401
|
Austin Private Wealth
Austin,
Texas
|
–
|
-$7.29M
|
-204,898
|
Closed
|
|
|
402
|
Alera Investment Advisors
Deerfield,
Illinois
|
–
|
-$6.91M
|
-194,403
|
Closed
|
|
|
403
|
Avid Wealth Partners
San Antonio,
Texas
|
–
|
-$6.74M
|
-189,533
|
Closed
|
|
|
404
|
Stokes Family Office
New Orleans,
Louisiana
|
–
|
-$5.35M
|
-150,517
|
Closed
|
|
|
405
|
Pettinga Financial Advisors
Evansville,
Indiana
|
–
|
-$5.24M
|
-147,286
|
Closed
|
|
|
406
|
Per Stirling Capital Management
Austin,
Texas
|
–
|
-$5.15M
|
-144,775
|
Closed
|
|
|
407
|
INVST
Indianapolis,
Indiana
|
–
|
-$4.86M
|
-136,318
|
Closed
|
|
|
408
|
SteelPeak Wealth
Woodland Hills,
California
|
–
|
-$4.76M
|
-133,738
|
Closed
|
|
|
409
|
Scarborough Advisors
Annapolis,
Maryland
|
–
|
-$4.56M
|
-128,246
|
Closed
|
|
|
410
|
Kelly Financial Services
Braintree,
Massachusetts
|
–
|
-$4.33M
|
-121,672
|
Closed
|
|
|
411
|
Highview Capital Management
Buffalo Grove,
Illinois
|
–
|
-$4.28M
|
-120,467
|
Closed
|
|
|
412
|
Horst & Graben Wealth Management
Portland,
Oregon
|
–
|
-$4.15M
|
-116,793
|
Closed
|
|
|
413
|
High Falls Advisors
Rochester,
New York
|
–
|
-$3.91M
|
-110,044
|
Closed
|
|
|
414
|
Strategic Financial Concepts
San Antonio,
Texas
|
–
|
-$3.03K
|
-105,691
|
Closed
|
|
|
415
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
–
|
-$3.62M
|
-101,903
|
Closed
|
|
|
416
|
One Advisory Partners
Overland Park,
Kansas
|
–
|
-$3.19M
|
-89,633
|
Closed
|
|
|
417
|
Wealth Alliance
Mellville,
New York
|
–
|
-$3.02M
|
-85,028
|
Closed
|
|
|
418
|
Physician Wealth Advisors
Midvale,
Utah
|
–
|
-$2.82M
|
-78,765
|
Closed
|
|
|
419
|
Keystone Financial Services (Colorado)
Loveland,
Colorado
|
–
|
-$2.74M
|
-77,086
|
Closed
|
|
|
420
|
One Wealth Advisors
San Francisco,
California
|
–
|
-$2.48M
|
-73,954
|
Closed
|
|
|
421
|
Madrona Financial Services
Everett,
Washington
|
–
|
-$2.62M
|
-73,817
|
Closed
|
|
|
422
|
TSA Wealth Management
Houston,
Texas
|
–
|
-$2.59M
|
-72,875
|
Closed
|
|
|
423
|
Beacon Bridge Wealth Partners
Lower Gwynedd,
Pennsylvania
|
–
|
-$2.08M
|
-58,427
|
Closed
|
|
|
424
|
Apeiron RIA
Dallas,
Texas
|
–
|
-$1.95M
|
-54,822
|
Closed
|
|
|
425
|
Trek Financial
Scottsdale,
Arizona
|
–
|
-$1.94M
|
-54,519
|
Closed
|
|
