|
801
|
Charles Schwab Investment Advisory
San Francisco,
California
|
–
|
-$691K
|
-7,855
|
Closed
|
|
|
802
|
Biondo Investment Advisors
Milford,
Pennsylvania
|
–
|
-$684K
|
-7,780
|
Closed
|
|
|
803
|
Secure Asset Management
Troy,
Michigan
|
–
|
-$662K
|
-7,531
|
Closed
|
|
|
804
|
WealthSource Partners
San Luis Obispo,
California
|
–
|
-$627K
|
-7,129
|
Closed
|
|
|
805
|
Curi RMB Capital
Chicago,
Illinois
|
–
|
-$625K
|
-7,105
|
Closed
|
|
|
806
|
Mattern Wealth Management
Lawrence,
Kansas
|
–
|
-$611K
|
-6,947
|
Closed
|
|
|
807
|
Annex Advisory Services
Brookfield,
Wisconsin
|
–
|
-$603K
|
-6,860
|
Closed
|
|
|
808
|
Strategy Asset Managers
Pasadena,
California
|
–
|
-$602K
|
-6,846
|
Closed
|
|
|
809
|
James Investment Research
Alpha,
Ohio
|
–
|
-$589K
|
-6,700
|
Closed
|
|
|
810
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
–
|
-$547K
|
-6,221
|
Closed
|
|
|
811
|
Meeder Asset Management
Dublin,
Ohio
|
–
|
-$520K
|
-6,159
|
-100%
|
|
|
812
|
Tompkins Financial
Ithaca,
New York
|
–
|
-$486K
|
-5,525
|
Closed
|
|
|
813
|
Coldstream Capital Management
Bellevue,
Washington
|
–
|
-$463K
|
-5,270
|
Closed
|
|
|
814
|
Pinnacle Family Advisors
Springfield,
Missouri
|
–
|
-$462K
|
-5,257
|
Closed
|
|
|
815
|
Rainey & Randall Wealth Advisors
Celebration,
Florida
|
–
|
-$461K
|
-5,237
|
Closed
|
|
|
816
|
Day & Ennis
Macon,
Georgia
|
–
|
-$450K
|
-5,122
|
Closed
|
|
|
817
|
Trek Financial
Scottsdale,
Arizona
|
–
|
-$433K
|
-4,929
|
Closed
|
|
|
818
|
Aft Forsyth & Sober
Valrico,
Florida
|
–
|
-$418K
|
-4,750
|
Closed
|
|
|
819
|
Icon Wealth Partners
Houston,
Texas
|
–
|
-$386K
|
-4,394
|
Closed
|
|
|
820
|
Colton Groome Financial Advisors
Asheville,
North Carolina
|
–
|
-$384K
|
-4,370
|
Closed
|
|
|
821
|
Northstar Wealth Partners
West Hartford,
Connecticut
|
–
|
-$367K
|
-4,181
|
Closed
|
|
|
822
|
Petix & Botte Financial
La Mesa,
California
|
–
|
-$292K
|
-3,301
|
Closed
|
|
|
823
|
Castle Rock Wealth Management
Walnut Creek,
California
|
–
|
-$285K
|
-3,239
|
Closed
|
|
|
824
|
Islay Capital Management
Lubbock,
Texas
|
–
|
-$275K
|
-3,131
|
Closed
|
|
|
825
|
LGL Partners
Philadelphia,
Pennsylvania
|
–
|
-$274K
|
-3,112
|
Closed
|
|
