|
851
|
Lloyd Advisory Services
Suwanee,
Georgia
|
–
|
-$1.25M
|
-39,868
|
Closed
|
|
|
852
|
McIlrath & Eck
Arlington,
Washington
|
–
|
-$1.02M
|
-33,009
|
Closed
|
|
|
853
|
|
–
|
-$909K
|
-29,327
|
Closed
|
|
|
854
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
–
|
-$839K
|
-27,050
|
Closed
|
|
|
855
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
–
|
-$824K
|
-26,570
|
Closed
|
|
|
856
|
Lido Advisors
Los Angeles,
California
|
–
|
-$738K
|
-23,812
|
Closed
|
|
|
857
|
Financial Management Network
Mission Viejo,
California
|
–
|
-$654K
|
-21,686
|
Closed
|
|
|
858
|
Alesco Advisors
Pittsford,
New York
|
–
|
-$562K
|
-18,109
|
Closed
|
|
|
859
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
–
|
-$431K
|
-13,897
|
Closed
|
|
|
860
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
–
|
-$392K
|
-12,642
|
Closed
|
|
|
861
|
Stokes Family Office
New Orleans,
Louisiana
|
–
|
-$376K
|
-12,114
|
Closed
|
|
|
862
|
Arrowroot Family Office
Marina Del Rey,
California
|
–
|
-$360K
|
-11,610
|
Closed
|
|
|
863
|
Valeo Financial Advisors
Carmel,
Indiana
|
–
|
-$342K
|
-11,029
|
Closed
|
|
|
864
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
–
|
-$338K
|
-10,914
|
Closed
|
|
|
865
|
Eudaimonia Partners
Winchester,
Tennessee
|
–
|
-$337K
|
-10,866
|
Closed
|
|
|
866
|
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
|
–
|
-$332K
|
-10,693
|
Closed
|
|
|
867
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
–
|
-$286K
|
-9,230
|
Closed
|
|
|
868
|
Theory Financial
Fort Collins,
Colorado
|
–
|
-$267K
|
-8,605
|
Closed
|
|
|
869
|
Renasant Bank
Tupelo,
Mississippi
|
–
|
-$253K
|
-8,174
|
Closed
|
|
|
870
|
Wealthcare Capital Management
Richmond,
Virginia
|
–
|
-$252K
|
-8,134
|
Closed
|
|
|
871
|
Financial Guidance Group
Palm Harbor,
Florida
|
–
|
-$242K
|
-7,818
|
Closed
|
|
|
872
|
Cantor Fitzgerald
New York
|
–
|
-$221K
|
-7,111
|
Closed
|
|
|
873
|
Wayfinding Financial
Lynnwood,
Washington
|
–
|
-$203K
|
-6,676
|
Closed
|
|
|
874
|
Realta Investment Advisors
Wilmington,
Delaware
|
–
|
-$138K
|
-4,241
|
Closed
|
|
|
875
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
–
|
-$69.6K
|
-2,246
|
Closed
|
|
