|
1801
|
GeoWealth Management
Chicago,
Illinois
|
$85
|
-$13.6M
|
-519,411
|
-100%
|
|
|
1802
|
Investment Research & Advisory Group
Atlanta,
Georgia
|
$54
|
+$52
|
+2
|
New
|
|
|
1803
|
Eukles Asset Management
Cincinnati,
Ohio
|
$53
|
–
|
–
|
–
|
|
|
1804
|
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
|
$17
|
+$26
|
+1
|
New
|
|
|
1805
|
Sumitomo Life Insurance
Tokyo,
Japan
|
–
|
-$519M
|
-18,570,000
|
Closed
|
|
|
1806
|
Two Sigma Investments
New York
|
–
|
-$33.8M
|
-1,207,941
|
Closed
|
|
|
1807
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
–
|
-$22M
|
-786,423
|
Closed
|
|
|
1808
|
PFG Advisors
Phoenix,
Arizona
|
–
|
-$19.9M
|
-712,370
|
Closed
|
|
|
1809
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
–
|
-$16.4M
|
-586,751
|
Closed
|
|
|
1810
|
Financial Counselors Inc
Overland Park,
Kansas
|
–
|
-$13.9M
|
-498,855
|
Closed
|
|
|
1811
|
Matrix Trust Company
Denver,
Colorado
|
–
|
-$12.8M
|
-457,148
|
Closed
|
|
|
1812
|
Econ Financial Services
Harrisburg,
Pennsylvania
|
–
|
-$6.13M
|
-219,320
|
Closed
|
|
|
1813
|
Personal CFO Solutions
Chester,
New Jersey
|
–
|
-$5.7M
|
-204,016
|
Closed
|
|
|
1814
|
Asset Planning Corporation
Knoxville,
Tennessee
|
–
|
-$5.14M
|
-183,904
|
Closed
|
|
|
1815
|
LexAurum Advisors
Overland Park,
Kansas
|
–
|
-$4.84M
|
-172,941
|
Closed
|
|
|
1816
|
FreeGulliver LLC
New Orleans,
Louisiana
|
–
|
-$4.25M
|
-152,100
|
Closed
|
|
|
1817
|
Win Advisors
Palm Beach Gardens,
Florida
|
–
|
-$4.12M
|
-147,257
|
Closed
|
|
|
1818
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
–
|
-$3.58M
|
-127,927
|
Closed
|
|
|
1819
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
–
|
-$2.74M
|
-98,088
|
Closed
|
|
|
1820
|
Cutter & Co Brokerage
Ballwin,
Missouri
|
–
|
-$1.94M
|
-69,466
|
Closed
|
|
|
1821
|
Argent Capital Management
St Louis,
Missouri
|
–
|
-$1.5M
|
-53,549
|
Closed
|
|
|
1822
|
Bravias Capital Group
Iselin,
New Jersey
|
–
|
-$1.38M
|
-49,219
|
Closed
|
|
|
1823
|
Sagace Wealth Management
St. Petersburg,
Florida
|
–
|
-$1.24M
|
-44,334
|
Closed
|
|
|
1824
|
Lido Advisors
Los Angeles,
California
|
–
|
-$1.21M
|
-43,115
|
Closed
|
|
|
1825
|
Montag & Caldwell
Atlanta,
Georgia
|
–
|
-$1.17M
|
-41,773
|
Closed
|
|
