|
301
|
Summitry LLC
Foster City,
California
|
–
|
-$39.9M
|
-1,710,746
|
Closed
|
|
|
302
|
Shelton Wealth Management
Fort Worth,
Texas
|
–
|
-$6.5M
|
-278,713
|
Closed
|
|
|
303
|
Altus Wealth Group
Colorado Springs,
Colorado
|
–
|
-$1.85M
|
-79,469
|
Closed
|
|
|
304
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
–
|
-$1.69M
|
-72,293
|
Closed
|
|
|
305
|
Richard P. Slaughter Associates
Austin,
Texas
|
–
|
-$586K
|
-25,150
|
Closed
|
|
|
306
|
Whalen Wealth Management
Las Vegas,
Nevada
|
–
|
-$436K
|
-18,715
|
Closed
|
|
|
307
|
Cambria Investment Management
Manhattan Beach,
California
|
–
|
-$379K
|
-16,240
|
Closed
|
|
|
308
|
Empowered Funds
Havertown,
Pennsylvania
|
–
|
-$379K
|
-16,240
|
Closed
|
|
|
309
|
Savant Capital
Rockford,
Illinois
|
–
|
-$323K
|
-13,845
|
Closed
|
|
|
310
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
–
|
-$307K
|
-13,163
|
Closed
|
|
|
311
|
Synovus Financial
Columbus,
Georgia
|
–
|
-$264K
|
-11,331
|
Closed
|
|
|
312
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
–
|
-$233K
|
-10,000
|
Closed
|
|
|
313
|
Aries Wealth Management
Portland,
Maine
|
–
|
-$228K
|
-9,773
|
Closed
|
|
|
314
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
–
|
-$147K
|
-6,291
|
Closed
|
|
|
315
|
Colonial Trust
Spartanburg,
South Carolina
|
–
|
-$70.6K
|
-3,026
|
Closed
|
|
|
316
|
Crewe Advisors
Salt Lake City,
Utah
|
–
|
-$42.7K
|
-1,830
|
Closed
|
|
|
317
|
Synergy Asset Management
Vancouver,
Washington
|
–
|
-$16.7K
|
-713
|
Closed
|
|
|
318
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
–
|
-$14.8K
|
-635
|
Closed
|
|
|
319
|
Cullen/Frost Bankers
San Antonio,
Texas
|
–
|
-$13.2K
|
-567
|
Closed
|
|
|
320
|
Talon Private Wealth
The Villages,
Florida
|
–
|
-$6.46K
|
-277
|
Closed
|
|
|
321
|
Lowe Wealth Advisors
Columbia,
Maryland
|
–
|
-$3.03K
|
-130
|
Closed
|
|
|
322
|
Venturi Wealth Management
Austin,
Texas
|
–
|
-$2.31K
|
-99
|
Closed
|
|
|
323
|
|
–
|
-$187
|
-8
|
Closed
|
|
