|
501
|
OneAscent Financial Services
Birmingham,
Alabama
|
–
|
-$379K
|
-18,672
|
Closed
|
|
|
502
|
HBW Advisory Services
Simi Valley,
California
|
–
|
-$347K
|
-16,777
|
Closed
|
|
|
503
|
Fiduciary Trust
Boston,
Massachusetts
|
–
|
-$325K
|
-16,003
|
Closed
|
|
|
504
|
WMS Partners
Towson,
Maryland
|
–
|
-$267K
|
-13,158
|
Closed
|
|
|
505
|
Hillcrest Wealth Advisors
Hazlet,
New Jersey
|
–
|
-$266K
|
-13,125
|
Closed
|
|
|
506
|
United Capital Financial Advisors
Irving,
Texas
|
–
|
-$240K
|
-11,823
|
Closed
|
|
|
507
|
Savant Capital
Rockford,
Illinois
|
–
|
-$220K
|
-10,829
|
Closed
|
|
|
508
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
–
|
-$219K
|
-10,775
|
Closed
|
|
|
509
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
–
|
-$203K
|
-9,992
|
Closed
|
|
|
510
|
Collaborative Wealth Management
Lake Mary,
Florida
|
–
|
-$201K
|
-9,913
|
Closed
|
|
|
511
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
–
|
-$142K
|
-6,995
|
Closed
|
|
|
512
|
Future Financial Wealth Management
Cincinnati,
Ohio
|
–
|
-$79.2K
|
-3,900
|
Closed
|
|
|
513
|
LifeSteps Financial
Claremont,
California
|
–
|
-$72.9K
|
-3,593
|
Closed
|
|
|
514
|
CoreCap Advisors
Southfield,
Michigan
|
–
|
-$48.6K
|
-2,392
|
Closed
|
|
|
515
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
–
|
-$33.7K
|
-1,658
|
Closed
|
|
|
516
|
Impact Partnership Wealth
Marietta,
Georgia
|
–
|
-$11.6K
|
-572
|
Closed
|
|
|
517
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
–
|
-$10.7K
|
-551
|
Closed
|
|
|
518
|
Laffer Tengler Investments
Nashville,
Tennessee
|
–
|
-$9.07K
|
-447
|
Closed
|
|
|
519
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
–
|
-$8.26K
|
-407
|
Closed
|
|
|
520
|
Simplex Trading
Chicago,
Illinois
|
–
|
-$7K
|
-387
|
Closed
|
|
|
521
|
Kozak & Associates
Highlands Ranch,
Colorado
|
–
|
-$6.89K
|
-344
|
Closed
|
|
|
522
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
–
|
-$6.68K
|
-329
|
Closed
|
|
|
523
|
MMA Asset Management
Conshohocken,
Pennsylvania
|
–
|
-$5.31K
|
-261
|
Closed
|
|
|
524
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
–
|
-$4.06K
|
-200
|
Closed
|
|
|
525
|
Glen Eagle Advisors
Kingston,
New Jersey
|
–
|
-$4.03K
|
-198
|
Closed
|
|
