|
1301
|
Meadow Creek Wealth Advisors
Atlanta,
Georgia
|
–
|
-$4.51M
|
-79,285
|
Closed
|
|
|
1302
|
M Holdings Securities
Portland,
Oregon
|
–
|
-$3.95M
|
-69,639
|
Closed
|
|
|
1303
|
Prudential plc
London, England,
United Kingdom
|
–
|
-$3.25M
|
-57,100
|
Closed
|
|
|
1304
|
Schnieders Capital Management
Pasadena,
California
|
–
|
-$3.09M
|
-54,408
|
Closed
|
|
|
1305
|
Frederick Financial Consultants
Frederick,
Maryland
|
–
|
-$2.75M
|
-48,303
|
Closed
|
|
|
1306
|
GFS Advisors
Houston,
Texas
|
–
|
-$2.65M
|
-46,630
|
Closed
|
|
|
1307
|
Whalen Wealth Management
Las Vegas,
Nevada
|
–
|
-$2.42M
|
-42,577
|
Closed
|
|
|
1308
|
GeoWealth Management
Chicago,
Illinois
|
–
|
-$1.42M
|
-25,005
|
Closed
|
|
|
1309
|
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
–
|
-$1.34M
|
-23,571
|
Closed
|
|
|
1310
|
Williams & Novak
Westlake Village,
California
|
–
|
-$1.25M
|
-22,033
|
Closed
|
|
|
1311
|
Yukon Wealth Management
Overland Park,
Kansas
|
–
|
-$1.16M
|
-20,348
|
Closed
|
|
|
1312
|
Alpha Financial Partners
Lexington,
Kentucky
|
–
|
-$1.15M
|
-20,273
|
Closed
|
|
|
1313
|
Seaview Investment Managers
Miami,
Florida
|
–
|
-$836K
|
-14,697
|
Closed
|
|
|
1314
|
Arax Advisory Partners
Denver,
Colorado
|
–
|
-$807K
|
-14,204
|
Closed
|
|
|
1315
|
Advisor Resource Council
Dallas,
Texas
|
–
|
-$783K
|
-13,771
|
Closed
|
|
|
1316
|
Leo Wealth LLC
Hurst,
Texas
|
–
|
-$766K
|
-13,470
|
Closed
|
|
|
1317
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
–
|
-$636K
|
-11,194
|
Closed
|
|
|
1318
|
Fort Point Capital Partners
San Francisco,
California
|
–
|
-$628K
|
-11,051
|
Closed
|
|
|
1319
|
Souders Financial Advisors
Cincinnati,
Ohio
|
–
|
-$612K
|
-10,758
|
Closed
|
|
|
1320
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
–
|
-$478K
|
-8,402
|
Closed
|
|
|
1321
|
Marks Wealth
Annapolis,
Maryland
|
–
|
-$458K
|
-8,050
|
Closed
|
|
|
1322
|
Napa Wealth Management
Napa,
California
|
–
|
-$443K
|
-7,786
|
Closed
|
|
|
1323
|
Novus Advisors
Greenville,
South Carolina
|
–
|
-$438K
|
-7,710
|
Closed
|
|
|
1324
|
Fortress Private Ledger
Raleigh,
North Carolina
|
–
|
-$417K
|
-7,337
|
Closed
|
|
|
1325
|
M&T Bank
Buffalo,
New York
|
–
|
-$406K
|
-7,147
|
Closed
|
|
