|
526
|
Westside Investment Management
Santa Monica,
California
|
$7
|
–
|
–
|
–
|
|
|
527
|
Franklin Resources
San Mateo,
California
|
–
|
-$141M
|
-5,752,460
|
Closed
|
|
|
528
|
Oak Asset Management
Westlake Village,
California
|
–
|
-$20.9M
|
-848,998
|
Closed
|
|
|
529
|
Sterling Investment Management
Tucson,
Arizona
|
–
|
-$18.7M
|
-759,466
|
Closed
|
|
|
530
|
Ulrich Consultants & Investment Group
Albuquerque,
New Mexico
|
–
|
-$16.1M
|
-653,800
|
Closed
|
|
|
531
|
Chicago Wealth Management
Chicago,
Illinois
|
–
|
-$12.5M
|
-507,562
|
Closed
|
|
|
532
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
–
|
-$5.35M
|
-217,682
|
Closed
|
|
|
533
|
IMC Chicago
Chicago,
Illinois
|
–
|
-$4.79M
|
-194,906
|
Closed
|
|
|
534
|
International Assets Investment Management
Orlando,
Florida
|
–
|
-$1.77M
|
-67,680
|
Closed
|
|
|
535
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
–
|
-$1.19M
|
-48,530
|
Closed
|
|
|
536
|
Five Oceans Advisors
Santa Monica,
California
|
–
|
-$849K
|
-34,510
|
Closed
|
|
|
537
|
Unio Capital
Princeton,
New Jersey
|
–
|
-$833K
|
-33,852
|
Closed
|
|
|
538
|
Lake Hills Wealth Management
Austin,
Texas
|
–
|
-$818K
|
-33,462
|
Closed
|
|
|
539
|
Capital Asset Advisory Services
Williamston,
Michigan
|
–
|
-$599K
|
-24,350
|
Closed
|
|
|
540
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
–
|
-$495K
|
-20,116
|
Closed
|
|
|
541
|
Destination Wealth Management
Walnut Creek,
California
|
–
|
-$453K
|
-18,430
|
Closed
|
|
|
542
|
Silverlake Wealth Management
Williston,
Vermont
|
–
|
-$429K
|
-17,438
|
Closed
|
|
|
543
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
–
|
-$419K
|
-17,090
|
Closed
|
|
|
544
|
Andrews Lucia Wealth Management
Danville,
California
|
–
|
-$381K
|
-15,388
|
Closed
|
|
|
545
|
RDA Financial Network
Akron,
Iowa
|
–
|
-$359K
|
-14,600
|
Closed
|
|
|
546
|
Freestone Capital Holdings
Seattle,
Washington
|
–
|
-$359K
|
-14,594
|
Closed
|
|
|
547
|
AMI Investment Management
Kendallville,
Indiana
|
–
|
-$354K
|
-14,388
|
Closed
|
|
|
548
|
Total Wealth Planning
Cincinnati,
Ohio
|
–
|
-$344K
|
-13,978
|
Closed
|
|
|
549
|
Shelton Wealth Management
Fort Worth,
Texas
|
–
|
-$314K
|
-12,750
|
Closed
|
|
|
550
|
Clarity Wealth Advisors
San Jose,
California
|
–
|
-$300K
|
-12,220
|
Closed
|
|
