|
301
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
–
|
-$623K
|
-9,998
|
Closed
|
|
|
302
|
Lincoln National Corp
Radnor,
Pennsylvania
|
–
|
-$602K
|
-9,665
|
Closed
|
|
|
303
|
Coastline Trust
Providence,
Rhode Island
|
–
|
-$602K
|
-9,655
|
Closed
|
|
|
304
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
–
|
-$597K
|
-9,572
|
Closed
|
|
|
305
|
Arkfeld Wealth Strategies
Omaha,
Nebraska
|
–
|
-$594K
|
-9,275
|
Closed
|
|
|
306
|
Anderson Hoagland & Co
St Louis,
Missouri
|
–
|
-$577K
|
-9,264
|
Closed
|
|
|
307
|
MGO One Seven
Beachwood,
Ohio
|
–
|
-$560K
|
-8,986
|
Closed
|
|
|
308
|
Trellis Advisors
Ellensburg,
Washington
|
–
|
-$556K
|
-8,922
|
Closed
|
|
|
309
|
Cascade Investment Group
Colorado Springs,
Colorado
|
–
|
-$555K
|
-8,900
|
Closed
|
|
|
310
|
DF Dent & Co
Baltimore,
Maryland
|
–
|
-$553K
|
-8,876
|
Closed
|
|
|
311
|
Verity Asset Management
Durham,
North Carolina
|
–
|
-$550K
|
-8,826
|
Closed
|
|
|
312
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
–
|
-$536K
|
-8,598
|
Closed
|
|
|
313
|
|
–
|
-$531K
|
-8,524
|
Closed
|
|
|
314
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
–
|
-$529K
|
-8,488
|
Closed
|
|
|
315
|
Geode Capital Management
Boston,
Massachusetts
|
–
|
-$526K
|
-8,435
|
Closed
|
|
|
316
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
–
|
-$521K
|
-8,357
|
Closed
|
|
|
317
|
Essex Financial Services
Essex,
Connecticut
|
–
|
-$519K
|
-8,326
|
Closed
|
|
|
318
|
Sonora Investment Management Group
Tucson,
Arizona
|
–
|
-$518K
|
-8,306
|
Closed
|
|
|
319
|
Sage Mountain Advisors
Atlanta,
Georgia
|
–
|
-$515K
|
-8,262
|
Closed
|
|
|
320
|
SageView Advisory Group
Newport Beach,
California
|
–
|
-$514K
|
-8,254
|
Closed
|
|
|
321
|
Boston Financial Management
Boston,
Massachusetts
|
–
|
-$512K
|
-8,215
|
Closed
|
|
|
322
|
Rothschild Investment LLC
Chicago,
Illinois
|
–
|
-$511K
|
-8,200
|
Closed
|
|
|
323
|
SignalPoint Asset Management
Springfield,
Missouri
|
–
|
-$505K
|
-8,098
|
Closed
|
|
|
324
|
Cornell Pochily Investment Advisors
Ithaca,
New York
|
–
|
-$503K
|
-8,072
|
Closed
|
|
|
325
|
Aspen Grove Capital
Avon,
Colorado
|
–
|
-$500K
|
-8,026
|
Closed
|
|
