|
1001
|
Neuberger Berman Group
New York
|
–
|
-$2.56M
|
-50,688
|
Closed
|
|
|
1002
|
HoyleCohen
San Diego,
California
|
–
|
-$1.74M
|
-34,460
|
Closed
|
|
|
1003
|
|
–
|
-$1.72M
|
-34,054
|
Closed
|
|
|
1004
|
Prosperity Capital Advisors
Westlake,
Ohio
|
–
|
-$1.34M
|
-26,631
|
Closed
|
|
|
1005
|
Win Advisors
Palm Beach Gardens,
Florida
|
–
|
-$1.25M
|
-24,862
|
Closed
|
|
|
1006
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
–
|
-$1.13M
|
-22,300
|
Closed
|
|
|
1007
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
–
|
-$875K
|
-17,341
|
Closed
|
|
|
1008
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
–
|
-$871K
|
-17,274
|
Closed
|
|
|
1009
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
–
|
-$830K
|
-16,445
|
Closed
|
|
|
1010
|
Sutton Place Investors
Katonah,
New York
|
–
|
-$714K
|
-14,154
|
Closed
|
|
|
1011
|
Lloyd Advisory Services
Suwanee,
Georgia
|
–
|
-$579K
|
-11,472
|
Closed
|
|
|
1012
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
–
|
-$567K
|
-11,243
|
Closed
|
|
|
1013
|
Wealth Advisors of Iowa
West Des Moines,
Iowa
|
–
|
-$560K
|
-11,098
|
Closed
|
|
|
1014
|
Presidio Capital Management
San Diego,
California
|
–
|
-$530K
|
-10,500
|
Closed
|
|
|
1015
|
Charles Schwab Investment Advisory
San Francisco,
California
|
–
|
-$507K
|
-10,042
|
Closed
|
|
|
1016
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
–
|
-$476K
|
-9,439
|
Closed
|
|
|
1017
|
Significant Wealth Partners
Cary,
Illinois
|
–
|
-$435K
|
-8,616
|
Closed
|
|
|
1018
|
BTS Asset Management
Lincoln,
Massachusetts
|
–
|
-$357K
|
-7,081
|
Closed
|
|
|
1019
|
Adams Wealth Management
Logan,
Utah
|
–
|
-$357K
|
-7,072
|
Closed
|
|
|
1020
|
TFB Advisors
Overland Park,
Kansas
|
–
|
-$319K
|
-6,361
|
Closed
|
|
|
1021
|
Sterling Financial Group
Pasadena,
California
|
–
|
-$316K
|
-6,270
|
Closed
|
|
|
1022
|
Clarity Financial
Houston,
Texas
|
–
|
-$299K
|
-5,917
|
Closed
|
|
|
1023
|
Semus Wealth Partners
Boca Raton,
Florida
|
–
|
-$283K
|
-5,603
|
Closed
|
|
|
1024
|
Brio Consultants
San Francisco,
California
|
–
|
-$265K
|
-5,260
|
Closed
|
|
|
1025
|
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
–
|
-$252K
|
-5,000
|
Closed
|
|
