|
1601
|
Destiny Wealth Partners
Tavares,
Florida
|
–
|
-$670K
|
-6,893
|
Closed
|
|
|
1602
|
Phillip James Consulting
Plymouth,
Minnesota
|
–
|
-$1.1M
|
-5,146
|
Closed
|
|
|
1603
|
KFA Private Wealth Group
Tysons,
Virginia
|
–
|
-$485K
|
-4,992
|
Closed
|
|
|
1604
|
Sonoma Allocations
Santa Rosa,
California
|
–
|
-$483K
|
-4,899
|
Closed
|
|
|
1605
|
Evolve Private Wealth
Los Angeles,
California
|
–
|
-$449K
|
-4,615
|
Closed
|
|
|
1606
|
Bull Harbor Capital
Bethesda,
Maryland
|
–
|
-$442K
|
-4,542
|
Closed
|
|
|
1607
|
Vanguard Personalized Indexing Management
Oakland,
California
|
–
|
-$430K
|
-4,419
|
Closed
|
|
|
1608
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
–
|
-$389K
|
-4,002
|
Closed
|
|
|
1609
|
|
–
|
-$360K
|
-3,704
|
Closed
|
|
|
1610
|
71 West Capital Partners
Boston,
Massachusetts
|
–
|
-$348K
|
-3,580
|
Closed
|
|
|
1611
|
Arcadia Wealth Management (New Hampshire)
Manchester,
New Hampshire
|
–
|
-$321K
|
-3,302
|
Closed
|
|
|
1612
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
–
|
-$294K
|
-3,020
|
Closed
|
|
|
1613
|
Tillman Hartley LLC
Denver,
Colorado
|
–
|
-$292K
|
-3,000
|
Closed
|
|
|
1614
|
Clayton Financial Group
St. Louis,
Missouri
|
–
|
-$282K
|
-2,900
|
Closed
|
|
|
1615
|
AssuredPartners Investment Advisors
Tampa,
Florida
|
–
|
-$258K
|
-2,614
|
Closed
|
|
|
1616
|
XTX Topco
George Town,
Cayman Islands
|
–
|
-$251K
|
-2,583
|
Closed
|
|
|
1617
|
Elevation Wealth Management
Eden Prairie,
Minnesota
|
–
|
-$217K
|
-2,228
|
Closed
|
|
|
1618
|
Personal CFO Solutions
Chester,
New Jersey
|
–
|
-$216K
|
-2,217
|
Closed
|
|
|
1619
|
Abner Herrman & Brock
Jersey City,
New Jersey
|
–
|
-$207K
|
-2,128
|
Closed
|
|
|
1620
|
First Growth Capital
Pikesville,
Maryland
|
–
|
-$208K
|
-2,125
|
Closed
|
|
|
1621
|
Vident Advisory
Alpharetta,
Georgia
|
–
|
-$206K
|
-2,115
|
Closed
|
|
|
1622
|
Natural Investments
Windsor,
California
|
–
|
-$201K
|
-2,074
|
Closed
|
|
|
1623
|
Avise Financial Cooperative
Los Angeles,
California
|
–
|
-$201K
|
-2,071
|
Closed
|
|
|
1624
|
Financial Freedom LLC
Cincinnati,
Ohio
|
–
|
-$150K
|
-1,540
|
Closed
|
|
|
1625
|
CFG Wealth Management Services
Indianapolis,
Indiana
|
–
|
-$141K
|
-1,450
|
Closed
|
|
