|
1001
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
–
|
-$2.18M
|
-59,798
|
Closed
|
|
|
1002
|
Brooks Moore & Associates
Chattanooga,
Tennessee
|
–
|
-$2.11M
|
-58,016
|
Closed
|
|
|
1003
|
Centric Wealth Management
Chicago,
Illinois
|
–
|
-$1.9M
|
-52,200
|
Closed
|
|
|
1004
|
Westover Capital Advisors
Wilmington,
Delaware
|
–
|
-$1.61M
|
-44,314
|
Closed
|
|
|
1005
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
–
|
-$1.49M
|
-40,800
|
Closed
|
|
|
1006
|
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
|
–
|
-$1.48M
|
-40,607
|
Closed
|
|
|
1007
|
TPB Wealth Advisors
San Antonio,
Texas
|
–
|
-$1.46M
|
-39,955
|
Closed
|
|
|
1008
|
Aft Forsyth & Sober
Valrico,
Florida
|
–
|
-$1.44M
|
-39,450
|
Closed
|
|
|
1009
|
Newport Capital Group
Red Bank,
New Jersey
|
–
|
-$1.35M
|
-37,063
|
Closed
|
|
|
1010
|
Hedeker Wealth
Lincolnshire,
Illinois
|
–
|
-$1.24M
|
-34,146
|
Closed
|
|
|
1011
|
Taconic Capital Advisors
New York
|
–
|
-$1.09M
|
-30,000
|
Closed
|
|
|
1012
|
55I LLC
Boston,
Massachusetts
|
–
|
-$1.08M
|
-29,628
|
Closed
|
|
|
1013
|
Oak Family Advisors
Chicago,
Illinois
|
–
|
-$997K
|
-27,363
|
Closed
|
|
|
1014
|
Royal Capital Wealth Management
Carmel,
Indiana
|
–
|
-$919K
|
-25,239
|
Closed
|
|
|
1015
|
|
–
|
-$887K
|
-24,359
|
Closed
|
|
|
1016
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
–
|
-$824K
|
-22,629
|
Closed
|
|
|
1017
|
Insight 2811 Inc
Chicago,
Illinois
|
–
|
-$821K
|
-22,543
|
Closed
|
|
|
1018
|
YHB Investment Advisors
West Hartford,
Connecticut
|
–
|
-$678K
|
-18,626
|
Closed
|
|
|
1019
|
Latitude Advisors
Vero Beach,
Florida
|
–
|
-$675K
|
-18,543
|
Closed
|
|
|
1020
|
Elk River Wealth Management
Denver,
Colorado
|
–
|
-$574K
|
-15,759
|
Closed
|
|
|
1021
|
Cypress Capital
Franklin,
Tennessee
|
–
|
-$532K
|
-14,620
|
Closed
|
|
|
1022
|
Spinnaker Investment Group
Newport Beach,
California
|
–
|
-$493K
|
-13,569
|
Closed
|
|
|
1023
|
Orion Capital Management
Coronado,
California
|
–
|
-$492K
|
-13,520
|
Closed
|
|
|
1024
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
–
|
-$483K
|
-13,251
|
Closed
|
|
|
1025
|
Kalos Management
Alpharetta,
Georgia
|
–
|
-$472K
|
-12,968
|
Closed
|
|
