|
1001
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
–
|
-$1.83M
|
-6,417
|
Closed
|
|
|
1002
|
|
–
|
-$1.25M
|
-4,367
|
Closed
|
|
|
1003
|
Clear Creek Financial Management
Silverdale,
Washington
|
–
|
-$1.12M
|
-3,930
|
Closed
|
|
|
1004
|
True North Advisors
Dallas,
Texas
|
–
|
-$1.05M
|
-3,658
|
Closed
|
|
|
1005
|
Allspring Global Investments
Charlotte,
North Carolina
|
–
|
-$951K
|
-3,328
|
Closed
|
|
|
1006
|
Arax Advisory Partners
Denver,
Colorado
|
–
|
-$1.41M
|
-2,275
|
Closed
|
|
|
1007
|
Two Sigma Securities
New York
|
–
|
-$640K
|
-2,238
|
Closed
|
|
|
1008
|
Twin Tree Management
Dallas,
Texas
|
–
|
-$469K
|
-1,640
|
Closed
|
|
|
1009
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
–
|
-$425K
|
-1,486
|
Closed
|
|
|
1010
|
Strategic Financial Concepts
San Antonio,
Texas
|
–
|
-$388K
|
-1,358
|
Closed
|
|
|
1011
|
Lion Street Advisors
Austin,
Texas
|
–
|
-$373K
|
-1,306
|
Closed
|
|
|
1012
|
Fiduciary Planning
Englewood,
Florida
|
–
|
-$372K
|
-1,300
|
Closed
|
|
|
1013
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
–
|
-$354K
|
-1,240
|
Closed
|
|
|
1014
|
Headlands Technologies
Chicago,
Illinois
|
–
|
-$310K
|
-1,086
|
Closed
|
|
|
1015
|
Financial Advocates Investment Management
Olympia,
Washington
|
–
|
-$292K
|
-1,023
|
Closed
|
|
|
1016
|
Fiduciary Wealth Partners
Boston,
Massachusetts
|
–
|
-$287K
|
-1,003
|
Closed
|
|
|
1017
|
Essex Investment Management
Boston,
Massachusetts
|
–
|
-$278K
|
-974
|
Closed
|
|
|
1018
|
Members Trust
Tampa,
Florida
|
–
|
-$257K
|
-900
|
Closed
|
|
|
1019
|
RDA Financial Network
Akron,
Iowa
|
–
|
-$252K
|
-883
|
Closed
|
|
|
1020
|
ClientFirst Wealth Management
Little Rock,
Arkansas
|
–
|
-$240K
|
-841
|
Closed
|
|
|
1021
|
Advisors Capital Management
Ridgewood,
New Jersey
|
–
|
-$232K
|
-812
|
Closed
|
|
|
1022
|
Modern Wealth Management
Lenexa,
Kansas
|
–
|
-$232K
|
-812
|
Closed
|
|
|
1023
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
–
|
-$218K
|
-763
|
Closed
|
|
|
1024
|
Lodestar Private Asset Management
Alamo,
California
|
–
|
-$214K
|
-750
|
Closed
|
|
|
1025
|
NFP Retirement Inc
Aliso Viejo,
California
|
–
|
-$210K
|
-736
|
Closed
|
|
