|
1001
|
Ehrlich Financial Group
Laguna Niguel,
California
|
–
|
-$1.24M
|
-12,339
|
Closed
|
|
|
1002
|
T. Rowe Price Associates
Baltimore,
Maryland
|
–
|
-$1.19M
|
-11,830
|
Closed
|
|
|
1003
|
Y-Intercept (HK)
Hong Kong
|
–
|
-$883K
|
-8,772
|
Closed
|
|
|
1004
|
PFG Advisors
Phoenix,
Arizona
|
–
|
-$747K
|
-7,421
|
Closed
|
|
|
1005
|
Evoke Wealth
Los Angeles,
California
|
–
|
-$745K
|
-7,403
|
Closed
|
|
|
1006
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
–
|
-$515K
|
-5,120
|
Closed
|
|
|
1007
|
Westfield Capital Management
Boston,
Massachusetts
|
–
|
-$494K
|
-4,905
|
Closed
|
|
|
1008
|
ARQ Wealth Advisors
Scottsdale,
Arizona
|
–
|
-$371K
|
-3,688
|
Closed
|
|
|
1009
|
Personal CFO Solutions
Chester,
New Jersey
|
–
|
-$358K
|
-3,557
|
Closed
|
|
|
1010
|
Bank of Jackson Hole Trust
Jackson,
Wyoming
|
–
|
-$341K
|
-3,390
|
Closed
|
|
|
1011
|
Old Peak Finance
Chapel Hill,
North Carolina
|
–
|
-$330K
|
-3,280
|
Closed
|
|
|
1012
|
BDFS Capital
Rehoboth Beach,
Delaware
|
–
|
-$301K
|
-2,996
|
Closed
|
|
|
1013
|
Clear Trail Advisors
Houston,
Texas
|
–
|
-$236K
|
-2,343
|
Closed
|
|
|
1014
|
MGO One Seven
Beachwood,
Ohio
|
–
|
-$221K
|
-2,196
|
Closed
|
|
|
1015
|
Curi RMB Capital
Chicago,
Illinois
|
–
|
-$213K
|
-2,113
|
Closed
|
|
|
1016
|
NorthRock Partners
Minneapolis,
Minnesota
|
–
|
-$200K
|
-1,989
|
Closed
|
|
|
1017
|
Quadrant Capital Group
Cincinnati,
Ohio
|
–
|
-$142K
|
-1,408
|
Closed
|
|
|
1018
|
Acropolis Investment Management
St. Louis,
Missouri
|
–
|
-$138K
|
-1,372
|
Closed
|
|
|
1019
|
Legend Capital Advisors
New York
|
–
|
-$94.6K
|
-940
|
Closed
|
|
|
1020
|
Root Financial Partners
Encinitas,
California
|
–
|
-$75.5K
|
-750
|
Closed
|
|
|
1021
|
Wealth Preservation Advisors
Chattanooga,
Tennessee
|
–
|
-$67.1K
|
-667
|
Closed
|
|
|
1022
|
Longview Financial Advisors
Huntsville,
Alabama
|
–
|
-$63.7K
|
-632
|
Closed
|
|
|
1023
|
Advisortrust Partners
Raleigh,
North Carolina
|
–
|
-$56.8K
|
-564
|
Closed
|
|
|
1024
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
–
|
-$56.5K
|
-562
|
Closed
|
|
|
1025
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
–
|
-$52.9K
|
-520
|
Closed
|
|
