|
501
|
Beam Wealth Advisors
Covington,
Louisiana
|
–
|
-$569K
|
-5,190
|
Closed
|
|
|
502
|
Occidental Asset Management
Burlingame,
California
|
–
|
-$500K
|
-4,569
|
Closed
|
|
|
503
|
Alterna Wealth Management
Houston,
Texas
|
–
|
-$496K
|
-4,530
|
Closed
|
|
|
504
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
–
|
-$476K
|
-4,344
|
Closed
|
|
|
505
|
Evolution Wealth Advisors
Aventura,
Florida
|
–
|
-$475K
|
-4,332
|
Closed
|
|
|
506
|
Aristides Capital
Louisville,
Kentucky
|
–
|
-$414K
|
-3,783
|
Closed
|
|
|
507
|
TCG Advisors
Austin,
Texas
|
–
|
-$395K
|
-3,602
|
Closed
|
|
|
508
|
Concorde Asset Management
Ann Arbor,
Michigan
|
–
|
-$391K
|
-3,564
|
Closed
|
|
|
509
|
Joel Isaacson & Co
New York
|
–
|
-$365K
|
-3,333
|
Closed
|
|
|
510
|
World Investment Advisors
Santa Barbara,
California
|
–
|
-$358K
|
-3,270
|
Closed
|
|
|
511
|
Creative Planning
Overland Park,
Kansas
|
–
|
-$356K
|
-3,249
|
Closed
|
|
|
512
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
–
|
-$353K
|
-3,220
|
Closed
|
|
|
513
|
IHT Wealth Management
Chicago,
Illinois
|
–
|
-$347K
|
-3,165
|
Closed
|
|
|
514
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
–
|
-$346K
|
-3,163
|
Closed
|
|
|
515
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
–
|
-$346K
|
-3,160
|
Closed
|
|
|
516
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
–
|
-$333K
|
-3,043
|
Closed
|
|
|
517
|
Berry Group
Worcester,
Massachusetts
|
–
|
-$312K
|
-2,848
|
Closed
|
|
|
518
|
Hobart Private Capital
Charlotte,
North Carolina
|
–
|
-$306K
|
-2,798
|
Closed
|
|
|
519
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
–
|
-$305K
|
-2,788
|
Closed
|
|
|
520
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
–
|
-$292K
|
-2,666
|
Closed
|
|
|
521
|
Portfolio Solutions
Royal Oak,
Michigan
|
–
|
-$290K
|
-2,646
|
Closed
|
|
|
522
|
NewEdge Advisors
New Orleans,
Louisiana
|
–
|
-$276K
|
-2,521
|
Closed
|
|
|
523
|
First United Bank & Trust
Oakland,
Maryland
|
–
|
-$268K
|
-2,449
|
Closed
|
|
|
524
|
Ford Financial Group
Fresno,
California
|
–
|
-$260K
|
-2,377
|
Closed
|
|
|
525
|
|
–
|
-$259K
|
-2,360
|
Closed
|
|
