|
551
|
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
|
$1K
|
–
|
–
|
–
|
|
|
552
|
Center for Financial Planning
Southfied,
Michigan
|
$1K
|
+$1.19K
|
+104
|
New
|
|
|
553
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
–
|
-$35.7M
|
-3,073,864
|
Closed
|
|
|
554
|
Piershale Financial Group
Barrington,
Illinois
|
–
|
-$17.8M
|
-1,531,264
|
Closed
|
|
|
555
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
–
|
-$9.87M
|
-850,072
|
Closed
|
|
|
556
|
Atria Investments
Charlotte,
North Carolina
|
–
|
-$7.44M
|
-640,536
|
Closed
|
|
|
557
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
–
|
-$5.36M
|
-461,744
|
Closed
|
|
|
558
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
–
|
-$4.22M
|
-363,392
|
Closed
|
|
|
559
|
Financial Services Advisory
Rockville,
Maryland
|
–
|
-$4.06M
|
-349,352
|
Closed
|
|
|
560
|
HC Advisors
Sandy Springs,
Georgia
|
–
|
-$3.17M
|
-273,328
|
Closed
|
|
|
561
|
Citadel Advisors
Miami,
Florida
|
–
|
-$2.28M
|
-196,344
|
Closed
|
|
|
562
|
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
–
|
-$2.18M
|
-187,512
|
Closed
|
|
|
563
|
Parametric Portfolio Associates
Seattle,
Washington
|
–
|
-$1.56M
|
-134,712
|
Closed
|
|
|
564
|
Chicago Wealth Management
Chicago,
Illinois
|
–
|
-$1.26M
|
-108,664
|
Closed
|
|
|
565
|
Edge Wealth Management
New York
|
–
|
-$1.1M
|
-94,672
|
Closed
|
|
|
566
|
Penserra Capital Management
Orinda,
California
|
–
|
-$972K
|
-83,712
|
Closed
|
|
|
567
|
Fulcrum Equity Management
Plano,
Texas
|
–
|
-$878K
|
-75,592
|
Closed
|
|
|
568
|
Ackerman Capital Advisors
Dallas,
Texas
|
–
|
-$779K
|
-67,104
|
Closed
|
|
|
569
|
SkyOak Wealth
Southfield,
Michigan
|
–
|
-$595K
|
-51,192
|
Closed
|
|
|
570
|
Financial Life Advisors
San Antonio,
Texas
|
–
|
-$586K
|
-50,456
|
Closed
|
|
|
571
|
HBW Advisory Services
Simi Valley,
California
|
–
|
-$539K
|
-46,384
|
Closed
|
|
|
572
|
Marietta Investment Partners
Milwaukee,
Wisconsin
|
–
|
-$473K
|
-40,704
|
Closed
|
|
|
573
|
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
|
–
|
-$465K
|
-40,064
|
Closed
|
|
|
574
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
–
|
-$461K
|
-39,696
|
Closed
|
|
|
575
|
Orser Capital Management
Southlake,
Texas
|
–
|
-$398K
|
-34,360
|
Closed
|
|
