|
401
|
Principal Financial Group
Des Moines,
Iowa
|
–
|
-$651K
|
-21,817
|
Closed
|
|
|
402
|
CCG Wealth Management
San Diego,
California
|
–
|
-$508K
|
-17,015
|
Closed
|
|
|
403
|
Connectus Wealth
Cincinnati,
Ohio
|
–
|
-$441K
|
-14,781
|
Closed
|
|
|
404
|
Certuity
North Palm Beach,
Florida
|
–
|
-$432K
|
-14,469
|
Closed
|
|
|
405
|
RDA Financial Network
Akron,
Iowa
|
–
|
-$398K
|
-13,322
|
Closed
|
|
|
406
|
Tectonic Advisors
Frisco,
Texas
|
–
|
-$393K
|
-13,175
|
Closed
|
|
|
407
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
–
|
-$376K
|
-12,612
|
Closed
|
|
|
408
|
Osborne Partners Capital Management
San Francisco,
California
|
–
|
-$296K
|
-9,925
|
Closed
|
|
|
409
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
–
|
-$265K
|
-8,890
|
Closed
|
|
|
410
|
Valmark Advisers
Akron,
Ohio
|
–
|
-$255K
|
-8,549
|
Closed
|
|
|
411
|
PFG Advisors
Phoenix,
Arizona
|
–
|
-$253K
|
-8,486
|
Closed
|
|
|
412
|
EP Wealth Advisors
Torrance,
California
|
–
|
-$239K
|
-8,023
|
Closed
|
|
|
413
|
Mutual Advisors
Omaha,
Nebraska
|
–
|
-$209K
|
-7,013
|
Closed
|
|
|
414
|
Global Retirement Partners
San Rafael,
California
|
–
|
-$104K
|
-3,473
|
Closed
|
|
|
415
|
Running Point Capital Advisors
El Segundo,
California
|
–
|
-$78K
|
-2,599
|
Closed
|
|
|
416
|
Harbor Investment Advisory
Lutherville,
Maryland
|
–
|
-$61K
|
-2,031
|
Closed
|
|
|
417
|
Central Trust Company
Jefferson City,
Missouri
|
–
|
-$6K
|
-189
|
Closed
|
|
|
418
|
Liberty Wealth Management
Oakland,
California
|
–
|
-$1K
|
-34
|
Closed
|
|
|
419
|
First Command Advisory Services
Fort Worth,
Texas
|
–
|
+$7.88K
|
+265
|
New
|
|
