|
751
|
Level Four Advisory Services
Dallas,
Texas
|
–
|
-$1.27M
|
-24,410
|
Closed
|
|
|
752
|
Summit Investment Advisory Services
Roseville,
Minnesota
|
–
|
-$1.16M
|
-20,310
|
Closed
|
|
|
753
|
United Advisor Group
Cincinnati,
Ohio
|
–
|
-$1.12M
|
-19,525
|
Closed
|
|
|
754
|
Hansen & Associates Financial Group
Roseville,
California
|
–
|
-$890K
|
-16,620
|
Closed
|
|
|
755
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
–
|
-$862K
|
-15,040
|
Closed
|
|
|
756
|
L.M. Kohn & Company
Cincinnati,
Ohio
|
–
|
-$805K
|
-14,045
|
Closed
|
|
|
757
|
Venturi Wealth Management
Austin,
Texas
|
–
|
-$573K
|
-10,000
|
Closed
|
|
|
758
|
Campbell Wealth Management
Alexandria,
Virginia
|
–
|
-$552K
|
-9,635
|
Closed
|
|
|
759
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
–
|
-$552K
|
-9,625
|
Closed
|
|
|
760
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
–
|
-$548K
|
-9,560
|
Closed
|
|
|
761
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
–
|
-$459K
|
-8,005
|
Closed
|
|
|
762
|
|
–
|
-$459K
|
-7,865
|
Closed
|
|
|
763
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
–
|
-$370K
|
-6,455
|
Closed
|
|
|
764
|
Peterson Financial Group
Des Moines,
Iowa
|
–
|
-$334K
|
-5,820
|
Closed
|
|
|
765
|
Citadel Advisors
Miami,
Florida
|
–
|
-$335K
|
-5,740
|
Closed
|
|
|
766
|
AFS Financial Group
Bethesda,
Maryland
|
–
|
-$310K
|
-5,415
|
Closed
|
|
|
767
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
–
|
-$304K
|
-5,305
|
Closed
|
|
|
768
|
Trevian Wealth Management
Weston,
Massachusetts
|
–
|
-$287K
|
-5,005
|
Closed
|
|
|
769
|
BCS Wealth Management
Johnson City,
Tennessee
|
–
|
-$280K
|
-4,890
|
Closed
|
|
|
770
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
–
|
-$279K
|
-4,860
|
Closed
|
|
|
771
|
TCP Asset Management
Columbus,
Ohio
|
–
|
-$278K
|
-4,850
|
Closed
|
|
|
772
|
Marcum Wealth
Cleveland,
Ohio
|
–
|
-$268K
|
-4,675
|
Closed
|
|
|
773
|
Drake & Associates
Waukesha,
Wisconsin
|
–
|
-$251K
|
-4,385
|
Closed
|
|
|
774
|
Davenport & Co
Richmond,
Virginia
|
–
|
-$248K
|
-4,320
|
Closed
|
|
|
775
|
Personal CFO Solutions
Chester,
New Jersey
|
–
|
-$207K
|
-3,605
|
Closed
|
|
