|
676
|
Petix & Botte Financial
La Mesa,
California
|
–
|
-$436K
|
-16,724
|
Closed
|
|
|
677
|
KMG Fiduciary Partners
Toledo,
Ohio
|
–
|
-$393K
|
-15,070
|
Closed
|
|
|
678
|
Denver PWM
Denver,
Colorado
|
–
|
-$385K
|
-14,862
|
Closed
|
|
|
679
|
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
|
–
|
-$386K
|
-14,804
|
Closed
|
|
|
680
|
HB Wealth Management
Atlanta,
Georgia
|
–
|
-$378K
|
-14,480
|
Closed
|
|
|
681
|
Prism Advisors
Studio City,
California
|
–
|
-$360K
|
-13,808
|
Closed
|
|
|
682
|
Old National Bancorp
Evansville,
Indiana
|
–
|
-$344K
|
-13,192
|
Closed
|
|
|
683
|
CoreCap Advisors
Southfield,
Michigan
|
–
|
-$341K
|
-13,090
|
Closed
|
|
|
684
|
PFG Investments
Woodbury,
New York
|
–
|
-$339K
|
-12,980
|
Closed
|
|
|
685
|
Aprio Wealth Management
Atlanta,
Georgia
|
–
|
-$329K
|
-12,600
|
Closed
|
|
|
686
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
–
|
-$321K
|
-12,310
|
Closed
|
|
|
687
|
Sound Stewardship
Overland Park,
Kansas
|
–
|
-$268K
|
-10,270
|
Closed
|
|
|
688
|
Buska Wealth Management
Wausau,
Wisconsin
|
–
|
-$261K
|
-10,006
|
Closed
|
|
|
689
|
KeyBank National Association
Cleveland,
Ohio
|
–
|
-$245K
|
-9,410
|
Closed
|
|
|
690
|
Strategic Financial Services
Utica,
New York
|
–
|
-$243K
|
-9,336
|
Closed
|
|
|
691
|
Concentric Wealth Management
Lafayette,
California
|
–
|
-$240K
|
-9,200
|
Closed
|
|
|
692
|
Great Valley Advisor Group
Wilmington,
Delaware
|
–
|
-$237K
|
-9,068
|
Closed
|
|
|
693
|
Mayport LLC
Newton,
Massachusetts
|
–
|
-$224K
|
-8,600
|
Closed
|
|
|
694
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
–
|
-$222K
|
-8,496
|
Closed
|
|
|
695
|
Arlington Financial Advisors
Santa Barbara,
California
|
–
|
-$211K
|
-8,072
|
Closed
|
|
|
696
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
–
|
-$210K
|
-8,070
|
Closed
|
|
|
697
|
Fisher Asset Management
Camas,
Washington
|
–
|
-$203K
|
-7,792
|
Closed
|
|
|
698
|
Focused Wealth Management
Newburgh,
New York
|
–
|
-$200K
|
-7,676
|
Closed
|
|
|
699
|
FRG Family Wealth Advisors
Bellevue,
Washington
|
–
|
-$138K
|
-5,400
|
Closed
|
|
|
700
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
–
|
-$60.1K
|
-2,304
|
Closed
|
|
