|
1026
|
Journey Retirement Planning & Investment Management
Ammon,
Idaho
|
–
|
-$465K
|
-9,916
|
Closed
|
|
|
1027
|
Hilltop Holdings
Dallas,
Texas
|
–
|
-$429K
|
-9,164
|
Closed
|
|
|
1028
|
WealthPLAN Partners
Omaha,
Nebraska
|
–
|
-$400K
|
-8,533
|
Closed
|
|
|
1029
|
Waterloo Capital
Austin,
Texas
|
–
|
-$356K
|
-7,592
|
Closed
|
|
|
1030
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
–
|
-$286K
|
-6,113
|
Closed
|
|
|
1031
|
MidAtlantic Capital Management
Richmond,
Virginia
|
–
|
-$258K
|
-5,512
|
Closed
|
|
|
1032
|
Precision Wealth Strategies
Saint Louis,
Missouri
|
–
|
-$238K
|
-5,071
|
Closed
|
|
|
1033
|
Verus Capital Partners
Scottsdale,
Arizona
|
–
|
-$236K
|
-5,044
|
Closed
|
|
|
1034
|
Davies Financial Advisors
Murrieta,
California
|
–
|
-$233K
|
-4,977
|
Closed
|
|
|
1035
|
|
–
|
-$220K
|
-4,698
|
Closed
|
|
|
1036
|
Kelly Financial Services
Braintree,
Massachusetts
|
–
|
-$214K
|
-4,559
|
Closed
|
|
|
1037
|
Power Wealth Management
Alpharetta,
Georgia
|
–
|
-$208K
|
-4,438
|
Closed
|
|
|
1038
|
FSA Advisors
Troy,
Michigan
|
–
|
-$203K
|
-4,334
|
Closed
|
|
|
1039
|
Fox Financial
Wyomissing,
Pennsylvania
|
–
|
-$203K
|
-4,323
|
Closed
|
|
|
1040
|
TCTC Holdings
Dallas,
Texas
|
–
|
-$165K
|
-3,514
|
Closed
|
|
|
1041
|
Cape Investment Advisory
Mcdonough,
Georgia
|
–
|
-$139K
|
-2,964
|
Closed
|
|
|
1042
|
IFC & Insurance Marketing
Auburn,
California
|
–
|
-$125K
|
-2,668
|
Closed
|
|
|
1043
|
SageView Advisory Group
Newport Beach,
California
|
–
|
-$112K
|
-2,392
|
Closed
|
|
|
1044
|
Navalign LLC
Encino,
California
|
–
|
-$75.8K
|
-1,618
|
Closed
|
|
|
1045
|
Alexis Investment Partners
Montgomery,
Texas
|
–
|
-$60K
|
-1,280
|
Closed
|
|
|
1046
|
Retirement Wealth Solutions
Marshfield,
Wisconsin
|
–
|
-$38.1K
|
-813
|
Closed
|
|
|
1047
|
Compass Financial Services
West Des Moines,
Iowa
|
–
|
-$27.9K
|
-594
|
Closed
|
|
|
1048
|
Basecamp Wealth Advisors
Bellevue,
Washington
|
–
|
-$24K
|
-513
|
Closed
|
|
|
1049
|
FWL Investment Management
Dallas,
Texas
|
–
|
-$13.8K
|
-295
|
Closed
|
|
|
1050
|
Safe Harbor Fiduciary
Pensacola,
Florida
|
–
|
-$13.4K
|
-285
|
Closed
|
|
