|
426
|
Connectus Wealth
Cincinnati,
Ohio
|
–
|
-$598K
|
-11,875
|
Closed
|
|
|
427
|
ProVise Management Group
Clearwater,
Florida
|
–
|
-$535K
|
-10,625
|
Closed
|
|
|
428
|
CEDRUS
Littleton,
Colorado
|
–
|
-$508K
|
-10,078
|
Closed
|
|
|
429
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
–
|
-$397K
|
-7,884
|
Closed
|
|
|
430
|
Naples Global Advisors
Naples,
Florida
|
–
|
-$395K
|
-7,845
|
Closed
|
|
|
431
|
Retirement Capital Strategies
San Jose,
California
|
–
|
-$370K
|
-7,341
|
Closed
|
|
|
432
|
Silver Oak Securities
Jackson,
Tennessee
|
–
|
-$369K
|
-7,319
|
Closed
|
|
|
433
|
YHB Investment Advisors
West Hartford,
Connecticut
|
–
|
-$360K
|
-7,158
|
Closed
|
|
|
434
|
James J. Burns & Company
Melville,
New York
|
–
|
-$350K
|
-6,950
|
Closed
|
|
|
435
|
Perennial Investment Advisors
Los Angeles,
California
|
–
|
-$347K
|
-6,888
|
Closed
|
|
|
436
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
–
|
-$332K
|
-6,598
|
Closed
|
|
|
437
|
Regimen Wealth
Atlanta,
Georgia
|
–
|
-$311K
|
-6,170
|
Closed
|
|
|
438
|
Lebenthal Global Advisors
Hauppauge,
New York
|
–
|
-$292K
|
-5,801
|
Closed
|
|
|
439
|
Derbend Asset Management
Peachtree City,
Georgia
|
–
|
-$260K
|
-5,167
|
Closed
|
|
|
440
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
–
|
-$258K
|
-5,128
|
Closed
|
|
|
441
|
Pinion Investment Advisors
Wichita,
Kansas
|
–
|
-$249K
|
-4,941
|
Closed
|
|
|
442
|
Concorde Asset Management
Ann Arbor,
Michigan
|
–
|
-$221K
|
-4,380
|
Closed
|
|
|
443
|
Shared Vision Wealth Group
Carlsbad,
United States
|
–
|
-$214K
|
-4,256
|
Closed
|
|
|
444
|
EP Wealth Advisors
Torrance,
California
|
–
|
-$116K
|
-2,305
|
Closed
|
|
|
445
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
–
|
-$95.7K
|
-1,900
|
Closed
|
|
|
446
|
National Bank of Canada
Montreal,
Quebec, Canada
|
–
|
-$66.7K
|
-1,325
|
Closed
|
|
|
447
|
Turtle Creek Wealth Advisors
Dallas,
Texas
|
–
|
-$41.8K
|
-830
|
Closed
|
|
|
448
|
Tradition Wealth Management
Edina,
Minnesota
|
–
|
-$29K
|
-585
|
Closed
|
|
|
449
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
–
|
-$25.2K
|
-500
|
Closed
|
|
|
450
|
Private Trust Company
Cleveland,
Ohio
|
–
|
-$22.7K
|
-450
|
Closed
|
|
