|
301
|
Tempus Wealth Planning
Irvine,
California
|
–
|
-$422K
|
-10,584
|
Closed
|
|
|
302
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
–
|
-$375K
|
-9,408
|
Closed
|
|
|
303
|
Anfield Capital Management
Irvine,
California
|
–
|
-$385K
|
-9,362
|
Closed
|
|
|
304
|
Congress Asset Management
Boston,
Massachusetts
|
–
|
-$340K
|
-8,531
|
Closed
|
|
|
305
|
Telemus Capital
Southfield,
Michigan
|
–
|
-$319K
|
-8,000
|
Closed
|
|
|
306
|
Retirement Capital Strategies
San Jose,
California
|
–
|
-$306K
|
-7,670
|
Closed
|
|
|
307
|
Continuum Advisory
Eagle,
Idaho
|
–
|
-$274K
|
-6,869
|
Closed
|
|
|
308
|
Alexandria Capital
Arlington,
Virginia
|
–
|
-$252K
|
-6,330
|
Closed
|
|
|
309
|
Truepoint Inc
Cincinnati,
Ohio
|
–
|
-$235K
|
-5,908
|
Closed
|
|
|
310
|
Capital Investment Advisors
Atlanta,
Georgia
|
–
|
-$232K
|
-5,812
|
Closed
|
|
|
311
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
–
|
-$231K
|
-5,801
|
Closed
|
|
|
312
|
Formidable Asset Management
Cincinnati,
Ohio
|
–
|
-$225K
|
-5,641
|
Closed
|
|
|
313
|
Teamwork Financial Advisors
San Antonio,
Texas
|
–
|
-$224K
|
-5,620
|
Closed
|
|
|
314
|
Gradient Capital Advisors
San Diego,
California
|
–
|
-$219K
|
-5,486
|
Closed
|
|
|
315
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
–
|
-$216K
|
-5,409
|
Closed
|
|
|
316
|
Successful Portfolios
Clearwater,
Florida
|
–
|
-$203K
|
-5,090
|
Closed
|
|
|
317
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
–
|
-$202K
|
-5,070
|
Closed
|
|
|
318
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
–
|
-$201K
|
-5,043
|
Closed
|
|
|
319
|
TFG Advisers
Auburn Hills,
Michigan
|
–
|
-$104K
|
-2,614
|
Closed
|
|
|
320
|
Bessemer Group
Woodbridge,
New Jersey
|
–
|
-$78K
|
-1,950
|
Closed
|
|
|
321
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
–
|
-$74K
|
-1,858
|
Closed
|
|
|
322
|
Steward Partners Investment Advisory
New York
|
–
|
-$64.1K
|
-1,703
|
-98%
|
|
|
323
|
|
–
|
-$30K
|
-744
|
Closed
|
|
|
324
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
–
|
-$28.2K
|
-677
|
Closed
|
|
|
325
|
Cabana LLC
Fayetteville,
Arkansas
|
–
|
-$17K
|
-432
|
Closed
|
|
