|
1026
|
Madden Advisory Services
Jacksonville,
Florida
|
–
|
-$835K
|
-6,122
|
Closed
|
|
|
1027
|
Realta Investment Advisors
Wilmington,
Delaware
|
–
|
-$782K
|
-5,856
|
Closed
|
|
|
1028
|
Transcend Capital Advisors
Madison,
New Jersey
|
–
|
-$869K
|
-5,039
|
Closed
|
|
|
1029
|
Capital Bank & Trust
Irvine,
California
|
–
|
-$684K
|
-5,009
|
Closed
|
|
|
1030
|
MGO One Seven
Beachwood,
Ohio
|
–
|
-$640K
|
-4,695
|
Closed
|
|
|
1031
|
Washington Trust Bank
Spokane,
Washington
|
–
|
-$616K
|
-4,514
|
Closed
|
|
|
1032
|
Atria Investments
Charlotte,
North Carolina
|
–
|
-$610K
|
-4,471
|
Closed
|
|
|
1033
|
Edgestream Partners
Princeton,
New Jersey
|
–
|
-$598K
|
-4,380
|
Closed
|
|
|
1034
|
Maple Capital Management
Montpelier,
Vermont
|
–
|
-$579K
|
-4,243
|
Closed
|
|
|
1035
|
Arvest Bank Trust Division
Dewey,
Oklahoma
|
–
|
-$551K
|
-4,040
|
Closed
|
|
|
1036
|
Truepoint Inc
Cincinnati,
Ohio
|
–
|
-$546K
|
-4,003
|
Closed
|
|
|
1037
|
Schnieders Capital Management
Pasadena,
California
|
–
|
-$536K
|
-3,930
|
Closed
|
|
|
1038
|
Plancorp LLC
Saint Louis,
Missouri
|
–
|
-$504K
|
-3,694
|
Closed
|
|
|
1039
|
Winfield Associates
Cleveland,
Ohio
|
–
|
-$502K
|
-3,680
|
Closed
|
|
|
1040
|
Freestone Capital Holdings
Seattle,
Washington
|
–
|
-$495K
|
-3,629
|
Closed
|
|
|
1041
|
Capital Wealth Planning
Naples,
Florida
|
–
|
-$488K
|
-3,578
|
Closed
|
|
|
1042
|
Private Capital Management (Colorado)
Denver,
Colorado
|
–
|
-$438K
|
-3,412
|
Closed
|
|
|
1043
|
Brickley Wealth Management
San Mateo,
California
|
–
|
-$450K
|
-3,300
|
Closed
|
|
|
1044
|
Alpha Cubed Investments
Irvine,
California
|
–
|
-$448K
|
-3,280
|
Closed
|
|
|
1045
|
Carlson Capital Management
Northfield,
Minnesota
|
–
|
-$438K
|
-3,211
|
Closed
|
|
|
1046
|
WealthSource Partners
San Luis Obispo,
California
|
–
|
-$415K
|
-3,038
|
Closed
|
|
|
1047
|
Principal Financial Group
Des Moines,
Iowa
|
–
|
-$407K
|
-2,984
|
Closed
|
|
|
1048
|
Security National Bank of So Dak
Sioux City,
Iowa
|
–
|
-$406K
|
-2,977
|
Closed
|
|
|
1049
|
|
–
|
-$393K
|
-2,883
|
Closed
|
|
|
1050
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
–
|
-$387K
|
-2,833
|
Closed
|
|
