|
501
|
Ameriprise
Minneapolis,
Minnesota
|
–
|
-$410K
|
-8,119
|
Closed
|
|
|
502
|
Bailard
Foster City,
California
|
–
|
-$407K
|
-8,065
|
Closed
|
|
|
503
|
Fort Point Capital Partners
San Francisco,
California
|
–
|
-$403K
|
-7,985
|
Closed
|
|
|
504
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
–
|
-$395K
|
-7,829
|
Closed
|
|
|
505
|
Tranquility Partners
Brentwood,
Tennessee
|
–
|
-$388K
|
-7,686
|
Closed
|
|
|
506
|
RFG Advisory
Birmingham,
Alabama
|
–
|
-$387K
|
-7,679
|
Closed
|
|
|
507
|
Brookstone Capital Management
Wheaton,
Illinois
|
–
|
-$387K
|
-7,672
|
Closed
|
|
|
508
|
Commerce Bank
Kansas City,
Missouri
|
–
|
-$370K
|
-7,333
|
Closed
|
|
|
509
|
Creative Planning
Overland Park,
Kansas
|
–
|
-$334K
|
-6,621
|
Closed
|
|
|
510
|
Comerica Bank
Dallas,
Texas
|
–
|
-$291K
|
-5,749
|
Closed
|
|
|
511
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
–
|
-$266K
|
-5,290
|
Closed
|
|
|
512
|
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
|
–
|
-$252K
|
-5,000
|
Closed
|
|
|
513
|
Clarus Wealth Advisors
Peoria,
Arizona
|
–
|
-$237K
|
-4,700
|
Closed
|
|
|
514
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
–
|
-$226K
|
-4,477
|
Closed
|
|
|
515
|
Biechele Royce Advisors
Fishers,
Indiana
|
–
|
-$217K
|
-4,298
|
Closed
|
|
|
516
|
First Citizens Financial Corp
Mason City,
Iowa
|
–
|
-$208K
|
-4,123
|
Closed
|
|
|
517
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
–
|
-$202K
|
-4,000
|
Closed
|
|
|
518
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
–
|
-$200K
|
-3,961
|
Closed
|
|
|
519
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
–
|
-$100K
|
-1,990
|
Closed
|
|
|
520
|
G&S Capital
Denver,
Colorado
|
–
|
-$88K
|
-1,753
|
Closed
|
|
|
521
|
Evolution Wealth Advisors
Aventura,
Florida
|
–
|
-$85K
|
-1,695
|
Closed
|
|
|
522
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
–
|
-$41K
|
-816
|
Closed
|
|
|
523
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
–
|
-$37K
|
-725
|
Closed
|
|
|
524
|
Lake Point Wealth Management
Rockwall,
Texas
|
–
|
-$30K
|
-591
|
Closed
|
|
|
525
|
Kore Private Wealth
New York
|
–
|
-$7K
|
-143
|
Closed
|
|
