|
1026
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$2K
|
–
|
–
|
–
|
|
|
1027
|
Focused Wealth Management
Newburgh,
New York
|
$2K
|
+$2.46K
|
+20
|
New
|
|
|
1028
|
Wipfli Financial Advisors
Milwaukee,
Wisconsin
|
$1K
|
+$1.6K
|
+13
|
New
|
|
|
1029
|
Nan Shan Life Insurance
Taipei City,
Taiwan
|
–
|
-$11.9M
|
-100,370
|
Closed
|
|
|
1030
|
TPG Financial Advisors
Portland,
Oregon
|
–
|
-$8.56M
|
-72,142
|
Closed
|
|
|
1031
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
–
|
-$7.4M
|
-62,348
|
Closed
|
|
|
1032
|
|
–
|
-$5.82M
|
-49,000
|
Closed
|
|
|
1033
|
Cadence Bank NA
Houston,
Texas
|
–
|
-$2.27M
|
-19,084
|
Closed
|
|
|
1034
|
Scissortail Wealth Management
Tulsa,
Oklahoma
|
–
|
-$2.28M
|
-17,665
|
Closed
|
|
|
1035
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
–
|
-$1.65M
|
-13,859
|
Closed
|
|
|
1036
|
Centric Wealth Management
Chicago,
Illinois
|
–
|
-$1.35M
|
-11,352
|
Closed
|
|
|
1037
|
Lynwood Capital Management
Toronto,
Ontario, Canada
|
–
|
-$1.19M
|
-10,000
|
Closed
|
|
|
1038
|
Regal Investment Advisors
Kentwood,
Michigan
|
–
|
-$441K
|
-3,717
|
Closed
|
|
|
1039
|
Willis Johnson & Associates
Houston,
Texas
|
–
|
-$433K
|
-3,644
|
Closed
|
|
|
1040
|
|
–
|
-$425K
|
-3,580
|
Closed
|
|
|
1041
|
VisionPoint Advisory Group
Dallas,
Texas
|
–
|
-$438K
|
-3,393
|
Closed
|
|
|
1042
|
|
–
|
-$355K
|
-2,991
|
Closed
|
|
|
1043
|
Camelot Portfolios
Maumee,
Ohio
|
–
|
-$311K
|
-2,617
|
Closed
|
|
|
1044
|
Horizon Wealth Management
La Grange,
Illinois
|
–
|
-$307K
|
-2,588
|
Closed
|
|
|
1045
|
Beck Mack & Oliver
New York
|
–
|
-$293K
|
-2,467
|
Closed
|
|
|
1046
|
Iron Gate Global Advisors
Nsl,
Utah
|
–
|
-$272K
|
-2,300
|
Closed
|
|
|
1047
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
–
|
-$267K
|
-2,250
|
Closed
|
|
|
1048
|
AF Advisors
Sacramento,
California
|
–
|
-$237K
|
-2,000
|
Closed
|
|
|
1049
|
Private Management Group
Irvine,
California
|
–
|
-$232K
|
-1,953
|
Closed
|
|
|
1050
|
Warwick Investment Management
Bryan,
Texas
|
–
|
-$217K
|
-1,832
|
Closed
|
|
