|
1851
|
Occidental Asset Management
Burlingame,
California
|
–
|
-$1.75M
|
-30,525
|
Closed
|
|
|
1852
|
Weil Company
San Diego,
California
|
–
|
-$1.69M
|
-29,494
|
Closed
|
|
|
1853
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
–
|
-$1.49M
|
-26,017
|
Closed
|
|
|
1854
|
Strong Tower Advisory Services
Minneapolis,
Minnesota
|
–
|
-$1.12M
|
-19,576
|
Closed
|
|
|
1855
|
Panagora Asset Management
Boston,
Massachusetts
|
–
|
-$1.1M
|
-19,229
|
Closed
|
|
|
1856
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
–
|
-$940K
|
-16,379
|
Closed
|
|
|
1857
|
Greystone Financial Group
Bloomfield Hills,
Michigan
|
–
|
-$917K
|
-15,979
|
Closed
|
|
|
1858
|
Elevated Capital Advisors
Sandy,
Utah
|
–
|
-$798K
|
-13,895
|
Closed
|
|
|
1859
|
SG Americas Securities
New York
|
–
|
-$758K
|
-13,201
|
Closed
|
|
|
1860
|
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
|
–
|
-$690K
|
-12,011
|
Closed
|
|
|
1861
|
VCI Wealth Management
St Louis,
Missouri
|
–
|
-$648K
|
-11,296
|
Closed
|
|
|
1862
|
Good Life Advisors
Reading,
Pennsylvania
|
–
|
-$544K
|
-9,484
|
Closed
|
|
|
1863
|
Hamilton Wealth
Encino,
California
|
–
|
-$531K
|
-9,253
|
Closed
|
|
|
1864
|
River Street Advisors
Aurora,
Illinois
|
–
|
-$455K
|
-7,922
|
Closed
|
|
|
1865
|
Viewpoint Investment Partners
Calgary,
Alberta, Canada
|
–
|
-$442K
|
-7,700
|
Closed
|
|
|
1866
|
Safeguard Financial
Minocqua,
Wisconsin
|
–
|
-$408K
|
-7,107
|
Closed
|
|
|
1867
|
Narwhal Capital Management
Marietta,
Georgia
|
–
|
-$402K
|
-7,000
|
Closed
|
|
|
1868
|
CCG Wealth Management
San Diego,
California
|
–
|
-$398K
|
-6,926
|
Closed
|
|
|
1869
|
Koss-Olinger Consulting
Gainesville,
Florida
|
–
|
-$386K
|
-6,728
|
Closed
|
|
|
1870
|
Sunflower Bank
Dallas,
Texas
|
–
|
-$380K
|
-6,626
|
Closed
|
|
|
1871
|
EPIQ Partners
Minneapolis,
Minnesota
|
–
|
-$369K
|
-6,424
|
Closed
|
|
|
1872
|
ETF Store
Overland Park,
Kansas
|
–
|
-$359K
|
-6,249
|
Closed
|
|
|
1873
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
–
|
-$349K
|
-6,083
|
Closed
|
|
|
1874
|
Strait & Sound Wealth Management
San Francisco,
California
|
–
|
-$301K
|
-5,245
|
Closed
|
|
|
1875
|
Radnor Capital Management
Wayne,
Pennsylvania
|
–
|
-$297K
|
-5,180
|
Closed
|
|
