|
726
|
Trivant Custom Portfolio Group
San Diego,
California
|
–
|
-$770K
|
-15,990
|
Closed
|
|
|
727
|
Unique Wealth Strategies
Burr Ridge,
Illinois
|
–
|
-$769K
|
-15,954
|
Closed
|
|
|
728
|
Keystone Financial Services (Colorado)
Loveland,
Colorado
|
–
|
-$764K
|
-15,866
|
Closed
|
|
|
729
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
–
|
-$717K
|
-14,891
|
Closed
|
|
|
730
|
Athena Wealth Management
Reno,
Nevada
|
–
|
-$680K
|
-14,111
|
Closed
|
|
|
731
|
Avantra Family Wealth
Mechanicsburg,
Pennsylvania
|
–
|
-$630K
|
-13,066
|
Closed
|
|
|
732
|
American State Bank (Iowa)
Sioux Center,
Iowa
|
–
|
-$599K
|
-12,434
|
Closed
|
|
|
733
|
Jefferies Financial Group
New York
|
–
|
-$596K
|
-12,363
|
Closed
|
|
|
734
|
Twin City Private Wealth
Winston-Salem,
North Carolina
|
–
|
-$587K
|
-12,189
|
Closed
|
|
|
735
|
Wealth Enhancement Trust Services
Sioux Falls,
South Dakota
|
–
|
-$441K
|
-9,143
|
Closed
|
|
|
736
|
Tranquilli Financial Advisor
Clinton,
New Jersey
|
–
|
-$420K
|
-8,726
|
Closed
|
|
|
737
|
SPWM Advisors
Traverse City,
Michigan
|
–
|
-$357K
|
-8,331
|
Closed
|
|
|
738
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
–
|
-$393K
|
-8,163
|
Closed
|
|
|
739
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
–
|
-$391K
|
-8,123
|
Closed
|
|
|
740
|
Revisor Wealth Management
Akron,
Ohio
|
–
|
-$348K
|
-7,213
|
Closed
|
|
|
741
|
Level Four Advisory Services
Dallas,
Texas
|
–
|
-$340K
|
-7,062
|
Closed
|
|
|
742
|
Abacus Wealth Partners
Santa Monica,
California
|
–
|
-$328K
|
-6,806
|
Closed
|
|
|
743
|
GFS Advisors
Houston,
Texas
|
–
|
-$323K
|
-6,700
|
Closed
|
|
|
744
|
ClearBridge Investments
New York
|
–
|
-$322K
|
-6,689
|
Closed
|
|
|
745
|
IFS Group
York,
Pennsylvania
|
–
|
-$322K
|
-6,673
|
Closed
|
|
|
746
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
–
|
-$307K
|
-6,381
|
Closed
|
|
|
747
|
Bingham Private Wealth
San Francisco,
California
|
–
|
-$286K
|
-5,941
|
Closed
|
|
|
748
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
–
|
-$278K
|
-5,780
|
Closed
|
|
|
749
|
FLC Capital Advisors
Palm Desert,
California
|
–
|
-$267K
|
-5,543
|
Closed
|
|
|
750
|
Collaborative Fund Advisors
Reno,
Nevada
|
–
|
-$266K
|
-5,524
|
Closed
|
|
