|
1001
|
Stiles Financial Services
Edina,
Minnesota
|
–
|
-$267K
|
-1,362
|
Closed
|
|
|
1002
|
Sherbrooke Park Advisers
White Plains,
New York
|
–
|
-$255K
|
-1,300
|
Closed
|
|
|
1003
|
Gilbert & Cook
West Des Moines,
Iowa
|
–
|
-$249K
|
-1,270
|
Closed
|
|
|
1004
|
CreativeOne Wealth
Overland Park,
Kansas
|
–
|
-$246K
|
-1,251
|
Closed
|
|
|
1005
|
Meeder Advisory Services
Dublin,
Ohio
|
–
|
-$237K
|
-1,205
|
Closed
|
|
|
1006
|
Waterloo Capital
Austin,
Texas
|
–
|
-$236K
|
-1,203
|
Closed
|
|
|
1007
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
–
|
-$222K
|
-1,131
|
Closed
|
|
|
1008
|
Conning Inc
Hartford,
Connecticut
|
–
|
-$216K
|
-1,099
|
Closed
|
|
|
1009
|
Phocas Financial Corp
Alameda,
California
|
–
|
-$214K
|
-1,090
|
Closed
|
|
|
1010
|
Front Barnett Associates
Chicago,
Illinois
|
–
|
-$208K
|
-1,060
|
Closed
|
|
|
1011
|
NorthRock Partners
Minneapolis,
Minnesota
|
–
|
-$206K
|
-1,047
|
Closed
|
|
|
1012
|
Riverstone Advisors
New Braunfels,
Texas
|
–
|
-$201K
|
-1,022
|
Closed
|
|
|
1013
|
Citizens Financial Group
Providence,
Rhode Island
|
–
|
-$195K
|
-991
|
Closed
|
|
|
1014
|
PCA Investment Advisory Services
Cincinnati,
Ohio
|
–
|
-$188K
|
-957
|
Closed
|
|
|
1015
|
Headlands Technologies
Chicago,
Illinois
|
–
|
-$181K
|
-921
|
Closed
|
|
|
1016
|
WealthPLAN Partners
Omaha,
Nebraska
|
–
|
-$47.9K
|
-244
|
Closed
|
|
|
1017
|
Tilia Fiduciary Partners
Wilmington,
North Carolina
|
–
|
-$46.4K
|
-236
|
Closed
|
|
|
1018
|
CVA Family Office
Denver,
Colorado
|
–
|
-$41.3K
|
-210
|
Closed
|
|
|
1019
|
Summit Securities Group
New York
|
–
|
-$38K
|
-191
|
Closed
|
|
|
1020
|
|
–
|
-$35K
|
-176
|
Closed
|
|
|
1021
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
–
|
-$15.1K
|
-77
|
Closed
|
|
|
1022
|
West Tower Group
Richmond,
Virginia
|
–
|
-$11.4K
|
-58
|
Closed
|
|
|
1023
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
–
|
-$8K
|
-42
|
Closed
|
|
|
1024
|
Clearview Wealth Advisors
Salem,
Oregon
|
–
|
-$6.29K
|
-32
|
Closed
|
|
|
1025
|
Nalls Sherbakoff Group
Knoxville,
Tennessee
|
–
|
-$4.79K
|
-27
|
Closed
|
|
