|
1051
|
Family Management
New York
|
$20
|
–
|
–
|
–
|
|
|
1052
|
Valley Wealth Managers
Paramus,
New Jersey
|
$7
|
–
|
–
|
–
|
|
|
1053
|
1832 Asset Management
Toronto,
Ontario, Canada
|
–
|
-$56.3M
|
-2,385,314
|
Closed
|
|
|
1054
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
–
|
-$19M
|
-802,294
|
Closed
|
|
|
1055
|
Tidal Investments
Milwaukee,
Wisconsin
|
–
|
-$14.8M
|
-625,056
|
Closed
|
|
|
1056
|
Curi Wealth Management
Raleigh,
North Carolina
|
–
|
-$12.4M
|
-523,564
|
Closed
|
|
|
1057
|
Meridian Wealth Management
Lexington,
Kentucky
|
–
|
-$10.6M
|
-447,316
|
Closed
|
|
|
1058
|
Scarborough Advisors
Annapolis,
Maryland
|
–
|
-$8.66M
|
-366,494
|
Closed
|
|
|
1059
|
Brightwater Advisory
Tampa,
Florida
|
–
|
-$4.82M
|
-174,106
|
Closed
|
|
|
1060
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$3.79M
|
-161,708
|
Closed
|
|
|
1061
|
Soltis Investment Advisors
St. George,
Utah
|
–
|
-$3.75M
|
-158,898
|
Closed
|
|
|
1062
|
Winthrop Capital Management
Carmel,
Indiana
|
–
|
-$2.96M
|
-125,260
|
Closed
|
|
|
1063
|
American Financial & Tax Strategies
New York
|
–
|
-$3.99M
|
-113,834
|
Closed
|
|
|
1064
|
Acorn Financial Advisory Services
Reston,
Virginia
|
–
|
-$1.45M
|
-63,464
|
Closed
|
|
|
1065
|
RIA Advisory Group
Des Moines,
Iowa
|
–
|
-$1.7M
|
-60,350
|
Closed
|
|
|
1066
|
Access Financial Services
Minneapolis,
Minnesota
|
–
|
-$1.17M
|
-49,588
|
Closed
|
|
|
1067
|
|
–
|
-$1.04M
|
-43,992
|
Closed
|
|
|
1068
|
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
|
–
|
-$796K
|
-33,712
|
Closed
|
|
|
1069
|
Alpha Cubed Investments
Irvine,
California
|
–
|
-$738K
|
-31,246
|
Closed
|
|
|
1070
|
Catalyst Private Wealth
San Mateo,
California
|
–
|
-$710K
|
-30,046
|
Closed
|
|
|
1071
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$600K
|
-25,382
|
Closed
|
|
|
1072
|
BCWM LLC
Overland Park,
Kansas
|
–
|
-$598K
|
-25,310
|
Closed
|
|
|
1073
|
Koss-Olinger Consulting
Gainesville,
Florida
|
–
|
-$592K
|
-25,056
|
Closed
|
|
|
1074
|
Great Diamond Partners
Portland,
Maine
|
–
|
-$507K
|
-21,486
|
Closed
|
|
|
1075
|
Advisor Resource Council
Dallas,
Texas
|
–
|
-$502K
|
-21,242
|
Closed
|
|
