|
1101
|
Urban Wealth Management
El Segundo,
California
|
–
|
-$216K
|
-989
|
Closed
|
|
|
1102
|
McMorgan & Co
San Francisco,
California
|
–
|
-$216K
|
-987
|
Closed
|
|
|
1103
|
Embree Financial Group
Chicago,
Illinois
|
–
|
-$215K
|
-984
|
Closed
|
|
|
1104
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
–
|
-$224K
|
-976
|
Closed
|
|
|
1105
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
–
|
-$213K
|
-975
|
Closed
|
|
|
1106
|
Berbice Capital Management
Melville,
New York
|
–
|
-$208K
|
-950
|
Closed
|
|
|
1107
|
Second Half Financial Partners
Sebring,
Florida
|
–
|
-$206K
|
-941
|
Closed
|
|
|
1108
|
Mattern Wealth Management
Lawrence,
Kansas
|
–
|
-$205K
|
-939
|
Closed
|
|
|
1109
|
Axecap Investments
Mason,
Ohio
|
–
|
-$204K
|
-931
|
Closed
|
|
|
1110
|
MSA Advisors
Santa Monica,
California
|
–
|
-$144K
|
-656
|
Closed
|
|
|
1111
|
Montag & Associates
Atlanta,
Georgia
|
–
|
-$87.9K
|
-402
|
Closed
|
|
|
1112
|
WFA of San Diego
San Diego,
California
|
–
|
-$82.7K
|
-378
|
Closed
|
|
|
1113
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
–
|
-$79K
|
-361
|
Closed
|
|
|
1114
|
Merkkuri Wealth Advisors
Hicksville,
New York
|
–
|
-$60.3K
|
-275
|
Closed
|
|
|
1115
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
–
|
-$54.7K
|
-250
|
Closed
|
|
|
1116
|
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
–
|
-$54K
|
-247
|
Closed
|
|
|
1117
|
Opal Wealth Advisors
Jericho,
New York
|
–
|
-$50.3K
|
-230
|
Closed
|
|
|
1118
|
Silicon Valley Capital Partners
San Jose,
California
|
–
|
-$43.8K
|
-200
|
Closed
|
|
|
1119
|
Wellington Group
Indianapolis,
Indiana
|
–
|
-$41.1K
|
-188
|
Closed
|
|
|
1120
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
–
|
-$33.9K
|
-155
|
Closed
|
|
|
1121
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
–
|
-$29.8K
|
-136
|
Closed
|
|
|
1122
|
Team Financial Group
Temecula,
California
|
–
|
-$28.6K
|
-131
|
Closed
|
|
|
1123
|
Clearstead Trust
Portland,
Maine
|
–
|
-$28.2K
|
-129
|
Closed
|
|
|
1124
|
Destiny Wealth Partners
Tavares,
Florida
|
–
|
-$24.1K
|
-110
|
Closed
|
|
|
1125
|
Versant Capital Management
Phoenix,
Arizona
|
–
|
-$22.1K
|
-101
|
Closed
|
|
