|
1026
|
Lunt Capital Management
Holladay,
Utah
|
–
|
-$569K
|
-12,149
|
Closed
|
|
|
1027
|
Convergence Financial
Columbia,
Missouri
|
–
|
-$532K
|
-11,375
|
Closed
|
|
|
1028
|
Modern Wealth Management
Lenexa,
Kansas
|
–
|
-$510K
|
-10,901
|
Closed
|
|
|
1029
|
Regimen Wealth
Atlanta,
Georgia
|
–
|
-$434K
|
-9,280
|
Closed
|
|
|
1030
|
Spinnaker Investment Group
Newport Beach,
California
|
–
|
-$414K
|
-8,846
|
Closed
|
|
|
1031
|
Synergy Asset Management
Vancouver,
Washington
|
–
|
-$300K
|
-6,415
|
Closed
|
|
|
1032
|
|
–
|
-$291K
|
-6,220
|
Closed
|
|
|
1033
|
XTX Topco
George Town,
Cayman Islands
|
–
|
-$268K
|
-5,731
|
Closed
|
|
|
1034
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
–
|
-$242K
|
-5,176
|
Closed
|
|
|
1035
|
Austin Wealth Management
Austin,
Texas
|
–
|
-$248K
|
-5,165
|
Closed
|
|
|
1036
|
Fisher Asset Management
Camas,
Washington
|
–
|
-$214K
|
-4,566
|
Closed
|
|
|
1037
|
Mascagni Wealth Management
Clinton,
Mississippi
|
–
|
-$211K
|
-4,499
|
Closed
|
|
|
1038
|
Investments & Financial Planning LLC
Lexington,
Kentucky
|
–
|
-$204K
|
-4,355
|
Closed
|
|
|
1039
|
Okabena Investment Services
Minneapolis,
Minnesota
|
–
|
-$200K
|
-4,278
|
Closed
|
|
|
1040
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
–
|
-$80.3K
|
-1,716
|
Closed
|
|
|
1041
|
Ancora Advisors
Cleveland,
Ohio
|
–
|
-$75.7K
|
-1,617
|
Closed
|
|
|
1042
|
Manchester Capital Management
Manchester,
Vermont
|
–
|
-$49.3K
|
-1,053
|
Closed
|
|
|
1043
|
IFC & Insurance Marketing
Auburn,
California
|
–
|
-$37K
|
-783
|
Closed
|
|
|
1044
|
Cape Investment Advisory
Mcdonough,
Georgia
|
–
|
-$34.2K
|
-731
|
Closed
|
|
|
1045
|
Safe Harbor Fiduciary
Pensacola,
Florida
|
–
|
-$31.9K
|
-682
|
Closed
|
|
|
1046
|
SageView Advisory Group
Newport Beach,
California
|
–
|
-$29.4K
|
-628
|
Closed
|
|
|
1047
|
Optima Capital
Beaverton,
Oregon
|
–
|
-$21.9K
|
-467
|
Closed
|
|
|
1048
|
GGM Financials
Columbus,
Ohio
|
–
|
-$12K
|
-256
|
Closed
|
|
|
1049
|
Compass Financial Services
West Des Moines,
Iowa
|
–
|
-$10.8K
|
-230
|
Closed
|
|
|
1050
|
Elyxium Wealth
San Mateo,
California
|
–
|
-$10K
|
-214
|
Closed
|
|
