|
1001
|
Abound Wealth Management
Franklin,
Tennessee
|
$176
|
–
|
–
|
–
|
|
|
1002
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$53
|
-$1.47M
|
-49,275
|
-100%
|
|
|
1003
|
Brown Wealth Management
Naperville,
Illinois
|
–
|
-$7.38M
|
-248,877
|
Closed
|
|
|
1004
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
–
|
-$6.09M
|
-205,542
|
Closed
|
|
|
1005
|
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
|
–
|
-$1.76M
|
-59,473
|
Closed
|
|
|
1006
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
–
|
-$1.67M
|
-56,237
|
Closed
|
|
|
1007
|
Tower Research Capital (TRC)
New York
|
–
|
-$1.59M
|
-53,738
|
Closed
|
|
|
1008
|
BNP Paribas Financial Markets
Paris,
France
|
–
|
-$1.48M
|
-50,000
|
Closed
|
|
|
1009
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
–
|
-$1.32M
|
-44,558
|
Closed
|
|
|
1010
|
Brighton Jones LLC
Seattle,
Washington
|
–
|
-$889K
|
-30,009
|
Closed
|
|
|
1011
|
Rice Partnership
Honolulu,
Hawaii
|
–
|
-$690K
|
-23,292
|
Closed
|
|
|
1012
|
Millennium Management
New York
|
–
|
-$586K
|
-19,780
|
Closed
|
|
|
1013
|
Hershey Financial Advisers
Lancaster,
Pennsylvania
|
–
|
-$523K
|
-17,655
|
Closed
|
|
|
1014
|
Williams Financial
North Bennington,
Vermont
|
–
|
-$484K
|
-16,328
|
Closed
|
|
|
1015
|
Lawson Kroeker Investment Management
Omaha,
Nebraska
|
–
|
-$374K
|
-12,625
|
Closed
|
|
|
1016
|
Calton & Associates
Tampa,
Florida
|
–
|
-$362K
|
-12,204
|
Closed
|
|
|
1017
|
Beam Wealth Advisors
Covington,
Louisiana
|
–
|
-$313K
|
-10,573
|
Closed
|
|
|
1018
|
KMT Wealth Management
El Segundo,
California
|
–
|
-$302K
|
-10,179
|
Closed
|
|
|
1019
|
Jim Saulnier & Associates
Fort Collins,
Colorado
|
–
|
-$285K
|
-9,623
|
Closed
|
|
|
1020
|
Total Wealth Planning
Cincinnati,
Ohio
|
–
|
-$270K
|
-9,106
|
Closed
|
|
|
1021
|
Farnam Financial
Phoenix,
Arizona
|
–
|
-$263K
|
-8,881
|
Closed
|
|
|
1022
|
Financial Gravity Asset Management
Lakeway,
Texas
|
–
|
-$261K
|
-8,821
|
Closed
|
|
|
1023
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
–
|
-$259K
|
-8,732
|
Closed
|
|
|
1024
|
Y-Intercept (HK)
Hong Kong
|
–
|
-$258K
|
-8,715
|
Closed
|
|
|
1025
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
–
|
-$236K
|
-7,971
|
Closed
|
|
