|
1026
|
Simplicity Wealth
Summit,
New Jersey
|
–
|
-$2.02M
|
-38,060
|
Closed
|
|
|
1027
|
Allianz Investment Management US
Minneapolis,
Minnesota
|
–
|
-$1.76M
|
-33,144
|
Closed
|
|
|
1028
|
United Community Bank
Greenville,
South Carolina
|
–
|
-$1.73M
|
-32,535
|
Closed
|
|
|
1029
|
TritonPoint Wealth
Chevy Chase,
Maryland
|
–
|
-$1.66M
|
-31,265
|
Closed
|
|
|
1030
|
Principal Financial Group
Des Moines,
Iowa
|
–
|
-$1.51M
|
-28,400
|
Closed
|
|
|
1031
|
Seed Wealth Management
Evanston,
Illinois
|
–
|
-$1.44M
|
-27,130
|
Closed
|
|
|
1032
|
Apex Wealth Management
Bedford,
New Hampshire
|
–
|
-$1.21M
|
-22,728
|
Closed
|
|
|
1033
|
Garde Capital
Seattle,
Washington
|
–
|
-$1.19M
|
-22,372
|
Closed
|
|
|
1034
|
Stelac Advisory Services
New York
|
–
|
-$1.06M
|
-19,949
|
Closed
|
|
|
1035
|
Tower Research Capital (TRC)
New York
|
–
|
-$960K
|
-18,094
|
Closed
|
|
|
1036
|
M&T Bank
Buffalo,
New York
|
–
|
-$776K
|
-14,640
|
Closed
|
|
|
1037
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
–
|
-$769K
|
-14,500
|
Closed
|
|
|
1038
|
Colton Groome Financial Advisors
Asheville,
North Carolina
|
–
|
-$619K
|
-11,675
|
Closed
|
|
|
1039
|
Vectors Research Management
New York
|
–
|
-$585K
|
-11,038
|
Closed
|
|
|
1040
|
Brighton Jones LLC
Seattle,
Washington
|
–
|
-$568K
|
-10,706
|
Closed
|
|
|
1041
|
Charles Schwab Trust
Henderson,
Nevada
|
–
|
-$526K
|
-9,914
|
Closed
|
|
|
1042
|
Howard Bailey Securities
Fort Wayne,
Indiana
|
–
|
-$515K
|
-9,707
|
Closed
|
|
|
1043
|
Sachetta
Lynnfield,
Massachusetts
|
–
|
-$488K
|
-9,200
|
Closed
|
|
|
1044
|
Arete Wealth Advisors
Chicago,
Illinois
|
–
|
-$422K
|
-7,963
|
Closed
|
|
|
1045
|
Strategic Financial Concepts
San Antonio,
Texas
|
–
|
-$414K
|
-7,816
|
Closed
|
|
|
1046
|
Acropolis Investment Management
St. Louis,
Missouri
|
–
|
-$327K
|
-6,203
|
Closed
|
|
|
1047
|
Financial Engines Advisors
Santa Clara,
California
|
–
|
-$327K
|
-6,166
|
Closed
|
|
|
1048
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
–
|
-$322K
|
-6,070
|
Closed
|
|
|
1049
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
–
|
-$316K
|
-5,964
|
Closed
|
|
|
1050
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
–
|
-$278K
|
-5,233
|
Closed
|
|
