|
1076
|
NEPC LLC
Boston,
Massachusetts
|
–
|
-$9.86M
|
-611,352
|
Closed
|
|
|
1077
|
Liberty Wealth Management
Oakland,
California
|
–
|
-$4.52M
|
-286,710
|
Closed
|
|
|
1078
|
Level Four Advisory Services
Dallas,
Texas
|
–
|
-$4.29M
|
-265,887
|
Closed
|
|
|
1079
|
Guardian Financial Partners
Orange,
California
|
–
|
-$2.82M
|
-174,993
|
Closed
|
|
|
1080
|
Wealth CMT
Cherry Hill,
New Jersey
|
–
|
-$1.44M
|
-89,196
|
Closed
|
|
|
1081
|
DFPG Investments
Sandy,
Utah
|
–
|
-$982K
|
-60,903
|
Closed
|
|
|
1082
|
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
–
|
-$877K
|
-54,405
|
Closed
|
|
|
1083
|
Stableford Capital II
Scottsdale,
Arizona
|
–
|
-$683K
|
-45,408
|
Closed
|
|
|
1084
|
Donor Advised Charitable Giving
San Francisco,
California
|
–
|
-$717K
|
-44,460
|
Closed
|
|
|
1085
|
All Season Financial Advisors
Denver,
Colorado
|
–
|
-$580K
|
-35,961
|
Closed
|
|
|
1086
|
Single Point Partners
Boston,
Massachusetts
|
–
|
-$570K
|
-35,379
|
Closed
|
|
|
1087
|
|
–
|
-$423K
|
-26,280
|
Closed
|
|
|
1088
|
Stillwater Capital Advisors
Devon,
Pennsylvania
|
–
|
-$423K
|
-26,226
|
Closed
|
|
|
1089
|
Prosperity Capital Advisors
Westlake,
Ohio
|
–
|
-$385K
|
-23,907
|
Closed
|
|
|
1090
|
Landmark Wealth Management (New York)
Melville,
New York
|
–
|
-$370K
|
-22,932
|
Closed
|
|
|
1091
|
Wolverine Trading
Chicago,
Illinois
|
–
|
-$355K
|
-22,359
|
Closed
|
|
|
1092
|
Wambolt & Associates
Littleton,
Colorado
|
–
|
-$337K
|
-20,841
|
Closed
|
|
|
1093
|
Belpointe Asset Management
Reno,
Nevada
|
–
|
-$334K
|
-20,745
|
Closed
|
|
|
1094
|
Delta Financial Group
Basking Ridge,
New Jersey
|
–
|
-$317K
|
-19,650
|
Closed
|
|
|
1095
|
Avidian Wealth Enterprises
Houston,
Texas
|
–
|
-$306K
|
-18,963
|
Closed
|
|
|
1096
|
CEDRUS
Littleton,
Colorado
|
–
|
-$304K
|
-18,876
|
Closed
|
|
|
1097
|
KeyBank National Association
Cleveland,
Ohio
|
–
|
-$258K
|
-15,999
|
Closed
|
|
|
1098
|
Robertson Stephens Wealth Management
San Francisco,
California
|
–
|
-$253K
|
-15,687
|
Closed
|
|
|
1099
|
IFG Advisors
St. Louis,
Missouri
|
–
|
-$233K
|
-14,469
|
Closed
|
|
|
1100
|
Resource Planning Group
Atlanta,
Georgia
|
–
|
-$231K
|
-14,328
|
Closed
|
|
