|
1851
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
–
|
-$462K
|
-16,533
|
Closed
|
|
|
1852
|
Cascades Capital Asset Management
Greensboro,
North Carolina
|
–
|
-$457K
|
-16,350
|
Closed
|
|
|
1853
|
Prosperity Capital Advisors
Westlake,
Ohio
|
–
|
-$441K
|
-15,828
|
Closed
|
|
|
1854
|
Iams Wealth Management
Omaha,
Nebraska
|
–
|
-$429K
|
-15,351
|
Closed
|
|
|
1855
|
Edgestream Partners
Princeton,
New Jersey
|
–
|
-$418K
|
-14,953
|
Closed
|
|
|
1856
|
4Wealth Advisors
Burr Ridge,
Illinois
|
–
|
-$413K
|
-14,786
|
Closed
|
|
|
1857
|
New Century Financial Group
Princeton,
New Jersey
|
–
|
-$410K
|
-14,664
|
Closed
|
|
|
1858
|
Trademark Financial Management
Bloomington,
Minnesota
|
–
|
-$403K
|
-14,406
|
Closed
|
|
|
1859
|
Principal Financial Group
Des Moines,
Iowa
|
–
|
-$384K
|
-13,723
|
Closed
|
|
|
1860
|
Del-Sette Capital Management
Schenectady,
New York
|
–
|
-$379K
|
-13,567
|
Closed
|
|
|
1861
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
–
|
-$379K
|
-13,566
|
Closed
|
|
|
1862
|
O'Dell Group
Cincinnati,
Ohio
|
–
|
-$368K
|
-13,147
|
Closed
|
|
|
1863
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
–
|
-$357K
|
-12,784
|
Closed
|
|
|
1864
|
Cornerstone Enterprises
Appleton,
Wisconsin
|
–
|
-$355K
|
-12,692
|
Closed
|
|
|
1865
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
–
|
-$341K
|
-12,180
|
Closed
|
|
|
1866
|
Allspring Global Investments
Charlotte,
North Carolina
|
–
|
-$339K
|
-12,115
|
Closed
|
|
|
1867
|
Legacy Advisory Services
Exton,
Pennsylvania
|
–
|
-$337K
|
-12,066
|
Closed
|
|
|
1868
|
GFG Capital
Miami,
Florida
|
–
|
-$331K
|
-11,833
|
Closed
|
|
|
1869
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
–
|
-$329K
|
-11,780
|
Closed
|
|
|
1870
|
Westmount Partners
Los Angeles,
California
|
–
|
-$327K
|
-11,713
|
Closed
|
|
|
1871
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
–
|
-$325K
|
-11,618
|
Closed
|
|
|
1872
|
Fonville Wealth Management
Richmond,
Virginia
|
–
|
-$309K
|
-11,323
|
Closed
|
|
|
1873
|
Financial Advocates Investment Management
Olympia,
Washington
|
–
|
-$309K
|
-11,054
|
Closed
|
|
|
1874
|
Alliance Wealth Advisors (Utah)
Centerville,
Utah
|
–
|
-$297K
|
-10,620
|
Closed
|
|
|
1875
|
Ballentine Partners
Waltham,
Massachusetts
|
–
|
-$295K
|
-10,563
|
Closed
|
|
