|
1201
|
BCS Wealth Management
Johnson City,
Tennessee
|
–
|
-$1.1M
|
-47,684
|
Closed
|
|
|
1202
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
–
|
-$749K
|
-32,316
|
Closed
|
|
|
1203
|
Semus Wealth Partners
Boca Raton,
Florida
|
–
|
-$736K
|
-31,772
|
Closed
|
|
|
1204
|
|
–
|
-$606K
|
-26,180
|
Closed
|
|
|
1205
|
T. Rowe Price Associates
Baltimore,
Maryland
|
–
|
-$587K
|
-25,284
|
Closed
|
|
|
1206
|
Delta Financial Group
Basking Ridge,
New Jersey
|
–
|
-$562K
|
-24,260
|
Closed
|
|
|
1207
|
Beam Wealth Advisors
Covington,
Louisiana
|
–
|
-$542K
|
-23,364
|
Closed
|
|
|
1208
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
–
|
-$501K
|
-21,596
|
Closed
|
|
|
1209
|
WealthTrust Asset Management
Destin,
Florida
|
–
|
-$470K
|
-20,276
|
Closed
|
|
|
1210
|
Charles Schwab Investment Advisory
San Francisco,
California
|
–
|
-$358K
|
-15,460
|
Closed
|
|
|
1211
|
Penobscot Wealth Management
Portland,
Maine
|
–
|
-$351K
|
-15,144
|
Closed
|
|
|
1212
|
Verity & Verity
Beaufort,
South Carolina
|
–
|
-$332K
|
-14,304
|
Closed
|
|
|
1213
|
Courier Capital
Buffalo,
New York
|
–
|
-$327K
|
-14,100
|
Closed
|
|
|
1214
|
Advocate Group
Minnetonka,
Minnesota
|
–
|
-$268K
|
-11,552
|
Closed
|
|
|
1215
|
Coastwise Capital Group
La Jolla,
California
|
–
|
-$253K
|
-10,928
|
Closed
|
|
|
1216
|
Wolff Financial Management
Kalamazoo,
Michigan
|
–
|
-$243K
|
-10,472
|
Closed
|
|
|
1217
|
Grandview Asset Management
Harrisburg,
Pennsylvania
|
–
|
-$234K
|
-10,088
|
Closed
|
|
|
1218
|
Crestone Asset Management
Boulder,
Colorado
|
–
|
-$216K
|
-9,320
|
Closed
|
|
|
1219
|
Symphony Financial
Houston,
Texas
|
–
|
-$215K
|
-9,292
|
Closed
|
|
|
1220
|
Southland Equity Partners
Wildwood,
Missouri
|
–
|
-$215K
|
-9,268
|
Closed
|
|
|
1221
|
MMA Asset Management
Conshohocken,
Pennsylvania
|
–
|
-$213K
|
-9,192
|
Closed
|
|
|
1222
|
One Wealth Management Investment & Advisory Services
Miami Beach,
Florida
|
–
|
-$205K
|
-8,848
|
Closed
|
|
|
1223
|
Delta Investment Management
San Francisco,
California
|
–
|
-$203K
|
-8,740
|
Closed
|
|
|
1224
|
Citadel Advisors
Miami,
Florida
|
–
|
-$205K
|
-8,688
|
Closed
|
|
|
1225
|
HBC Financial Services
Seattle,
Washington
|
–
|
-$159K
|
-7,208
|
Closed
|
|
