|
701
|
Plancorp LLC
Saint Louis,
Missouri
|
–
|
-$291K
|
-15,400
|
Closed
|
|
|
702
|
Peak Capital Management
Greenwood Village,
Colorado
|
–
|
-$288K
|
-15,252
|
Closed
|
|
|
703
|
LifeSteps Financial
Claremont,
California
|
–
|
-$288K
|
-15,232
|
Closed
|
|
|
704
|
CCG Wealth Management
San Diego,
California
|
–
|
-$284K
|
-15,024
|
Closed
|
|
|
705
|
Blue Square Asset Management
New York
|
–
|
-$279K
|
-14,768
|
Closed
|
|
|
706
|
Calamos Advisors
Naperville,
Illinois
|
–
|
-$275K
|
-14,552
|
Closed
|
|
|
707
|
Orser Capital Management
Southlake,
Texas
|
–
|
-$270K
|
-14,316
|
Closed
|
|
|
708
|
Continuum Advisory
Eagle,
Idaho
|
–
|
-$266K
|
-14,048
|
Closed
|
|
|
709
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
–
|
-$265K
|
-14,000
|
Closed
|
|
|
710
|
Gateway Advisory
Westfield,
New Jersey
|
–
|
-$262K
|
-13,852
|
Closed
|
|
|
711
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
–
|
-$259K
|
-13,712
|
Closed
|
|
|
712
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
–
|
-$250K
|
-13,248
|
Closed
|
|
|
713
|
Novare Capital Management
Charlotte,
North Carolina
|
–
|
-$250K
|
-13,224
|
Closed
|
|
|
714
|
Aufman Associates
Sewickley,
Pennsylvania
|
–
|
-$249K
|
-13,172
|
Closed
|
|
|
715
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
–
|
-$249K
|
-13,144
|
Closed
|
|
|
716
|
Cetera Advisors
Denver,
Colorado
|
–
|
-$249K
|
-13,064
|
Closed
|
|
|
717
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
–
|
-$246K
|
-13,032
|
Closed
|
|
|
718
|
|
–
|
-$245K
|
-12,980
|
Closed
|
|
|
719
|
RWA Wealth Partners
Newton,
Massachusetts
|
–
|
-$240K
|
-12,692
|
Closed
|
|
|
720
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
–
|
-$238K
|
-12,628
|
Closed
|
|
|
721
|
Northern Trust
Chicago,
Illinois
|
–
|
-$229K
|
-12,088
|
Closed
|
|
|
722
|
First National Bank of Mount Dora
Mount Dora,
Florida
|
–
|
-$227K
|
-12,000
|
Closed
|
|
|
723
|
Wealth CMT
Cherry Hill,
New Jersey
|
–
|
-$225K
|
-11,888
|
Closed
|
|
|
724
|
Foresight Wealth Management
Draper,
Utah
|
–
|
-$217K
|
-11,480
|
Closed
|
|
|
725
|
Lantz Financial
Naperville,
Illinois
|
–
|
-$214K
|
-11,332
|
Closed
|
|
