|
1301
|
Summit Trail Advisors
New York
|
–
|
-$831K
|
-40,408
|
Closed
|
|
|
1302
|
Capital Planning
Bellevue,
Washington
|
–
|
-$737K
|
-35,840
|
Closed
|
|
|
1303
|
Roger Wittlin Investment Advisory
San Francisco,
California
|
–
|
-$697K
|
-33,910
|
Closed
|
|
|
1304
|
Strategic Advocates
Logan,
Utah
|
–
|
-$605K
|
-29,422
|
Closed
|
|
|
1305
|
First Trust Direct Indexing
Boston,
Massachusetts
|
–
|
-$603K
|
-29,346
|
Closed
|
|
|
1306
|
Western Wealth Management
Golden,
Colorado
|
–
|
-$526K
|
-25,570
|
Closed
|
|
|
1307
|
Alpha Financial Partners
Lexington,
Kentucky
|
–
|
-$522K
|
-25,394
|
Closed
|
|
|
1308
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
–
|
-$382K
|
-18,602
|
Closed
|
|
|
1309
|
Rock Point Advisors
Burlington,
Vermont
|
–
|
-$360K
|
-17,516
|
Closed
|
|
|
1310
|
Simplicity Wealth
Summit,
New Jersey
|
–
|
-$356K
|
-17,316
|
Closed
|
|
|
1311
|
Members Trust
Tampa,
Florida
|
–
|
-$341K
|
-16,600
|
Closed
|
|
|
1312
|
True North Advisors
Dallas,
Texas
|
–
|
-$314K
|
-15,286
|
Closed
|
|
|
1313
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
–
|
-$298K
|
-14,484
|
Closed
|
|
|
1314
|
Secured Retirement Advisors
St Louis Park,
Minnesota
|
–
|
-$290K
|
-14,104
|
Closed
|
|
|
1315
|
Tenon Financial
Metuchen,
New Jersey
|
–
|
-$265K
|
-12,898
|
Closed
|
|
|
1316
|
Ciovacco Capital Management
Atlanta,
Georgia
|
–
|
-$255K
|
-12,402
|
Closed
|
|
|
1317
|
Signet Financial Management
Parsippany,
New Jersey
|
–
|
-$246K
|
-11,974
|
Closed
|
|
|
1318
|
Clarity Financial
Houston,
Texas
|
–
|
-$238K
|
-11,560
|
Closed
|
|
|
1319
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
–
|
-$232K
|
-11,286
|
Closed
|
|
|
1320
|
Elevated Capital Advisors
Sandy,
Utah
|
–
|
-$230K
|
-11,198
|
Closed
|
|
|
1321
|
Wedbush Securities
Los Angeles,
California
|
–
|
-$223K
|
-10,824
|
Closed
|
|
|
1322
|
Smith Anglin Financial
Dallas,
Texas
|
–
|
-$220K
|
-10,694
|
Closed
|
|
|
1323
|
Gries Financial
Cleveland,
Ohio
|
–
|
-$216K
|
-10,488
|
Closed
|
|
|
1324
|
Planning Center Inc
Moline,
Illinois
|
–
|
-$215K
|
-10,438
|
Closed
|
|
|
1325
|
Annex Advisory Services
Brookfield,
Wisconsin
|
–
|
-$211K
|
-10,282
|
Closed
|
|
