|
51
|
Beacon Pointe Advisors
Newport Beach,
California
|
–
|
-$1.45M
|
-54,038
|
Closed
|
|
|
52
|
Kestra Private Wealth Services
Austin,
Texas
|
–
|
-$1.41M
|
-52,571
|
Closed
|
|
|
53
|
Financial Engines Advisors
Santa Clara,
California
|
–
|
-$1.4M
|
-52,168
|
Closed
|
|
|
54
|
Granite Harbor Advisors
Houston,
Texas
|
–
|
-$1.36M
|
-50,920
|
Closed
|
|
|
55
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
–
|
-$1.32M
|
-49,444
|
Closed
|
|
|
56
|
Phillips Financial Management
Fort Wayne,
Indiana
|
–
|
-$1.29M
|
-48,291
|
Closed
|
|
|
57
|
Scissortail Wealth Management
Tulsa,
Oklahoma
|
–
|
-$1.29M
|
-48,213
|
Closed
|
|
|
58
|
IHT Wealth Management
Chicago,
Illinois
|
–
|
-$1.24M
|
-46,347
|
Closed
|
|
|
59
|
Mariner
Overland Park,
Kansas
|
–
|
-$1.22M
|
-45,472
|
Closed
|
|
|
60
|
Modern Wealth Management
Lenexa,
Kansas
|
–
|
-$1.19M
|
-44,260
|
Closed
|
|
|
61
|
Lantz Financial
Naperville,
Illinois
|
–
|
-$1.1M
|
-40,889
|
Closed
|
|
|
62
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
–
|
-$1.03M
|
-38,614
|
Closed
|
|
|
63
|
|
–
|
-$1.01M
|
-37,866
|
Closed
|
|
|
64
|
Steward Partners Investment Advisory
New York
|
–
|
-$1.01M
|
-37,714
|
Closed
|
|
|
65
|
VestGen Advisors
Inverness,
Illinois
|
–
|
-$943K
|
-35,208
|
Closed
|
|
|
66
|
Baird Financial Group
Milwaukee,
Wisconsin
|
–
|
-$938K
|
-35,000
|
Closed
|
|
|
67
|
Foundry Financial Group
Laconia,
New Hampshire
|
–
|
-$934K
|
-34,862
|
Closed
|
|
|
68
|
Revisor Wealth Management
Akron,
Ohio
|
–
|
-$921K
|
-34,413
|
Closed
|
|
|
69
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
–
|
-$913K
|
-34,064
|
Closed
|
|
|
70
|
Strid Group
Newtown Square,
Pennsylvania
|
–
|
-$904K
|
-33,753
|
Closed
|
|
|
71
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
–
|
-$891K
|
-33,266
|
Closed
|
|
|
72
|
Stifel Financial
St. Louis,
Missouri
|
–
|
-$867K
|
-32,380
|
Closed
|
|
|
73
|
Spinnaker Trust
Portland,
Maine
|
–
|
-$840K
|
-31,370
|
Closed
|
|
|
74
|
Asset Dedication LLC
San Francisco,
California
|
–
|
-$838K
|
-31,285
|
Closed
|
|
|
75
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
–
|
-$825K
|
-30,810
|
Closed
|
|
