|
3001
|
Mosaic Financial Group
Chicago,
Illinois
|
–
|
-$201K
|
-7,918
|
Closed
|
|
|
3002
|
JBR Co Financial Management
Ardmore,
Oklahoma
|
–
|
-$201K
|
-7,917
|
Closed
|
|
|
3003
|
Willner & Heller
Encino,
California
|
–
|
-$200K
|
-7,911
|
Closed
|
|
|
3004
|
Bank of Marin
Novato,
California
|
–
|
-$200K
|
-7,900
|
Closed
|
|
|
3005
|
Safeguard Investment Advisory Group
Corona,
California
|
–
|
-$200K
|
-7,895
|
Closed
|
|
|
3006
|
Global Financial Private Client
Sarasota,
Florida
|
–
|
-$192K
|
-7,562
|
Closed
|
|
|
3007
|
Wayfinding Financial
Lynnwood,
Washington
|
–
|
-$161K
|
-6,376
|
Closed
|
|
|
3008
|
Wiser Advisor Group
Phoenix,
Arizona
|
–
|
-$161K
|
-6,360
|
Closed
|
|
|
3009
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
–
|
-$153K
|
-6,035
|
Closed
|
|
|
3010
|
|
–
|
-$139K
|
-5,500
|
Closed
|
|
|
3011
|
Flaharty Asset Management
Clearwater,
Florida
|
–
|
-$135K
|
-5,343
|
Closed
|
|
|
3012
|
McClarren Financial Advisors
State College,
Pennsylvania
|
–
|
-$134K
|
-4,977
|
Closed
|
|
|
3013
|
Compass Wealth Management
Guilford,
Connecticut
|
–
|
-$126K
|
-4,956
|
Closed
|
|
|
3014
|
West Paces Advisors
Atlanta,
Georgia
|
–
|
-$113K
|
-4,450
|
Closed
|
|
|
3015
|
LGT Financial Advisors
Dallas,
Texas
|
–
|
-$103K
|
-4,051
|
Closed
|
|
|
3016
|
|
–
|
-$66.7K
|
-2,633
|
Closed
|
|
|
3017
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
–
|
-$63.5K
|
-2,506
|
Closed
|
|
|
3018
|
Winnow Wealth
Waco,
Texas
|
–
|
-$57.8K
|
-2,282
|
Closed
|
|
|
3019
|
Financial Harvest
Winter Park,
Florida
|
–
|
-$1.01M
|
-2,263
|
Closed
|
|
|
3020
|
Guardian Wealth Management (Illinois)
Peoria,
Illinois
|
–
|
-$55.9K
|
-2,205
|
Closed
|
|
|
3021
|
PFG Private Wealth Management
Lutz,
Florida
|
–
|
-$52.6K
|
-2,076
|
Closed
|
|
|
3022
|
Abound Financial
Granite Bay,
California
|
–
|
-$49.2K
|
-1,941
|
Closed
|
|
|
3023
|
Richards, Merrill & Peterson
Spokane,
Washington
|
–
|
-$48.7K
|
-1,922
|
Closed
|
|
|
3024
|
Graybill Wealth Management
Elmhurst,
Illinois
|
–
|
-$45.6K
|
-1,800
|
Closed
|
|
|
3025
|
Trivant Custom Portfolio Group
San Diego,
California
|
–
|
-$44.2K
|
-1,745
|
Closed
|
|
