|
626
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
–
|
-$565K
|
-5,633
|
Closed
|
|
|
627
|
SFMG Wealth Advisors
Plano,
Texas
|
–
|
-$546K
|
-5,446
|
Closed
|
|
|
628
|
Latitude Advisors
Vero Beach,
Florida
|
–
|
-$530K
|
-5,288
|
Closed
|
|
|
629
|
Guild Investment Management
Los Angeles,
California
|
–
|
-$504K
|
-5,030
|
Closed
|
|
|
630
|
Meridian Wealth Management
Lexington,
Kentucky
|
–
|
-$497K
|
-4,961
|
Closed
|
|
|
631
|
Fourpath Capital Management
Oklahoma City,
Oklahoma
|
–
|
-$484K
|
-4,827
|
Closed
|
|
|
632
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
–
|
-$428K
|
-4,264
|
Closed
|
|
|
633
|
WNY Asset Management
Williamsville,
New York
|
–
|
-$411K
|
-4,095
|
Closed
|
|
|
634
|
Capitol Family Office
Beaverton,
Oregon
|
–
|
-$410K
|
-4,092
|
Closed
|
|
|
635
|
Meeder Advisory Services
Dublin,
Ohio
|
–
|
-$394K
|
-3,933
|
Closed
|
|
|
636
|
EFG Asset Management (Americas)
Miami,
Florida
|
–
|
-$347K
|
-3,457
|
Closed
|
|
|
637
|
Secure Asset Management
Troy,
Michigan
|
–
|
-$327K
|
-3,266
|
Closed
|
|
|
638
|
CWS Financial Advisors
Kalamazoo,
Michigan
|
–
|
-$304K
|
-3,031
|
Closed
|
|
|
639
|
Upper Left Wealth Management
Tampa,
Florida
|
–
|
-$302K
|
-3,016
|
Closed
|
|
|
640
|
Eudaimonia Partners
Winchester,
Tennessee
|
–
|
-$298K
|
-2,968
|
Closed
|
|
|
641
|
PFG Advisors
Phoenix,
Arizona
|
–
|
-$295K
|
-2,943
|
Closed
|
|
|
642
|
Freedom Investment Management
Hartford,
Connecticut
|
–
|
-$288K
|
-2,868
|
Closed
|
|
|
643
|
Summit Wealth Partners
Orlando,
Florida
|
–
|
-$282K
|
-2,810
|
Closed
|
|
|
644
|
Custos Family Office
Austin,
Texas
|
–
|
-$275K
|
-2,742
|
Closed
|
|
|
645
|
Astoria Portfolio Advisors
New York
|
–
|
-$262K
|
-2,616
|
Closed
|
|
|
646
|
Thomasville National Bank
Thomasville,
Georgia
|
–
|
-$256K
|
-2,550
|
Closed
|
|
|
647
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
–
|
-$255K
|
-2,541
|
Closed
|
|
|
648
|
J.M. Forbes & Co
Boston,
Massachusetts
|
–
|
-$227K
|
-2,266
|
Closed
|
|
|
649
|
Sightline Wealth Advisors
Groton,
Connecticut
|
–
|
-$225K
|
-2,240
|
Closed
|
|
|
650
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
–
|
-$224K
|
-2,234
|
Closed
|
|
