|
1001
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
–
|
-$346K
|
-1,595
|
Closed
|
|
|
1002
|
BAM Wealth Management
Lakewood,
Colorado
|
–
|
-$342K
|
-1,577
|
Closed
|
|
|
1003
|
Capstone Investment Advisors
New York
|
–
|
-$298K
|
-1,397
|
Closed
|
|
|
1004
|
Maridea Wealth Management
Brooklyn,
New York
|
–
|
-$281K
|
-1,379
|
Closed
|
|
|
1005
|
Bayforest Capital
London,
United Kingdom
|
–
|
-$295K
|
-1,358
|
Closed
|
|
|
1006
|
Roman Butler Fullerton & Co
St Louis,
Missouri
|
–
|
-$298K
|
-1,342
|
Closed
|
|
|
1007
|
Eagle Harbor Asset Management
Seattle,
Washington
|
–
|
-$291K
|
-1,338
|
Closed
|
|
|
1008
|
Waverly Advisors
Birmingham,
Alabama
|
–
|
-$285K
|
-1,311
|
Closed
|
|
|
1009
|
Stonehaven Wealth & Tax Solutions
Appleton,
Wisconsin
|
–
|
-$267K
|
-1,231
|
Closed
|
|
|
1010
|
South Dakota Investment Council
Sioux Falls,
South Dakota
|
–
|
-$261K
|
-1,201
|
Closed
|
|
|
1011
|
Americana Partners
Houston,
Texas
|
–
|
-$257K
|
-1,182
|
Closed
|
|
|
1012
|
Venturi Wealth Management
Austin,
Texas
|
–
|
-$250K
|
-1,150
|
Closed
|
|
|
1013
|
Intrua Financial
Houston,
Texas
|
–
|
-$248K
|
-1,140
|
Closed
|
|
|
1014
|
Demars Financial Group
Spokane Valley,
Washington
|
–
|
-$242K
|
-1,115
|
Closed
|
|
|
1015
|
Humankind Investments
New York
|
–
|
-$239K
|
-1,102
|
Closed
|
|
|
1016
|
MOKAN Wealth Management
Overland Park,
Kansas
|
–
|
-$238K
|
-1,095
|
Closed
|
|
|
1017
|
Trust Investment Advisors
Indianapolis,
Indiana
|
–
|
-$237K
|
-1,091
|
Closed
|
|
|
1018
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
–
|
-$228K
|
-1,048
|
Closed
|
|
|
1019
|
Florida Financial Advisors
Tampa,
Florida
|
–
|
-$217K
|
-997
|
Closed
|
|
|
1020
|
Requisite Capital Management
Dallas,
Texas
|
–
|
-$212K
|
-977
|
Closed
|
|
|
1021
|
ORG Wealth Partners
Dallas,
Texas
|
–
|
-$155K
|
-715
|
Closed
|
|
|
1022
|
Fidelity International
Hamilton,
Bermuda
|
–
|
-$148K
|
-683
|
Closed
|
|
|
1023
|
Wexford Capital
West Palm Beach,
Florida
|
–
|
-$76.2K
|
-351
|
Closed
|
|
|
1024
|
Grey Fox Wealth Advisors
Rockland,
Delaware
|
–
|
-$64.9K
|
-299
|
Closed
|
|
|
1025
|
Caitlin John
Brighton,
Michigan
|
–
|
-$47.1K
|
-217
|
Closed
|
|
