|
1001
|
American National Bank of Texas
Richardson,
Texas
|
–
|
-$1.34M
|
-9,621
|
Closed
|
|
|
1002
|
TBH Global Asset Management
Brentwood,
Tennessee
|
–
|
-$609K
|
-4,357
|
Closed
|
|
|
1003
|
Total Wealth Planning
Cincinnati,
Ohio
|
–
|
-$533K
|
-3,819
|
Closed
|
|
|
1004
|
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
–
|
-$515K
|
-3,687
|
Closed
|
|
|
1005
|
LGT Financial Advisors
Dallas,
Texas
|
–
|
-$472K
|
-3,382
|
Closed
|
|
|
1006
|
VisionPoint Advisory Group
Dallas,
Texas
|
–
|
-$364K
|
-2,607
|
Closed
|
|
|
1007
|
PFG Private Wealth Management
Lutz,
Florida
|
–
|
-$359K
|
-2,571
|
Closed
|
|
|
1008
|
Pacific Financial Group
Bellevue,
Washington
|
–
|
-$325K
|
-2,328
|
Closed
|
|
|
1009
|
Fisher Asset Management
Camas,
Washington
|
–
|
-$320K
|
-2,289
|
Closed
|
|
|
1010
|
TownSquare Capital
Provo,
Utah
|
–
|
-$309K
|
-2,213
|
Closed
|
|
|
1011
|
Altus Wealth Group
Colorado Springs,
Colorado
|
–
|
-$286K
|
-2,050
|
Closed
|
|
|
1012
|
GSB Wealth Management
Guilford,
Connecticut
|
–
|
-$270K
|
-1,934
|
Closed
|
|
|
1013
|
Strive Asset Management
Dublin,
Ohio
|
–
|
-$269K
|
-1,927
|
Closed
|
|
|
1014
|
FSA Advisors
Troy,
Michigan
|
–
|
-$249K
|
-1,779
|
Closed
|
|
|
1015
|
My Personal CFO LLC
Vancouver,
Washington
|
–
|
-$243K
|
-1,743
|
Closed
|
|
|
1016
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
–
|
-$242K
|
-1,735
|
Closed
|
|
|
1017
|
NFP Retirement Inc
Aliso Viejo,
California
|
–
|
-$237K
|
-1,695
|
Closed
|
|
|
1018
|
IBEX Wealth Advisors
Bedminster,
New Jersey
|
–
|
-$235K
|
-1,685
|
Closed
|
|
|
1019
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
–
|
-$232K
|
-1,661
|
Closed
|
|
|
1020
|
MidWestOne Financial Group
Iowa City,
Iowa
|
–
|
-$230K
|
-1,650
|
Closed
|
|
|
1021
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
–
|
-$226K
|
-1,620
|
Closed
|
|
|
1022
|
Marotta Asset Management
Charlottesville,
Virginia
|
–
|
-$226K
|
-1,617
|
Closed
|
|
|
1023
|
Summit Wealth Partners
Orlando,
Florida
|
–
|
-$225K
|
-1,612
|
Closed
|
|
|
1024
|
Vicus Capital
State College,
Pennsylvania
|
–
|
-$220K
|
-1,574
|
Closed
|
|
|
1025
|
First Citizens Financial Corp
Mason City,
Iowa
|
–
|
-$206K
|
-1,475
|
Closed
|
|
