|
101
|
|
–
|
-$1.27M
|
-8,890
|
Closed
|
|
|
102
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
–
|
-$1.08M
|
-7,533
|
Closed
|
|
|
103
|
|
–
|
-$729K
|
-5,090
|
Closed
|
|
|
104
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
–
|
-$481K
|
-3,354
|
Closed
|
|
|
105
|
Cresset Asset Management
Chicago,
Illinois
|
–
|
-$430K
|
-3,000
|
Closed
|
|
|
106
|
Navigation Wealth Management
Fort Collins,
Colorado
|
–
|
-$355K
|
-2,476
|
Closed
|
|
|
107
|
C2C Wealth Management
Scottsdale,
Arizona
|
–
|
-$347K
|
-2,423
|
Closed
|
|
|
108
|
AE Wealth Management
Topeka,
Kansas
|
–
|
-$265K
|
-1,848
|
Closed
|
|
|
109
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
–
|
-$247K
|
-1,721
|
Closed
|
|
|
110
|
Raymond James & Associates
St Petersburg,
Florida
|
–
|
-$219K
|
-1,526
|
Closed
|
|
|
111
|
GYL Financial Synergies
West Hartford,
Connecticut
|
–
|
-$218K
|
-1,518
|
Closed
|
|
|
112
|
TAP Consulting
Kirkwood,
Missouri
|
–
|
-$176K
|
-1,226
|
Closed
|
|
|
113
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
–
|
-$115K
|
-801
|
Closed
|
|
|
114
|
Clearview Wealth Advisors
Salem,
Oregon
|
–
|
-$57K
|
-394
|
Closed
|
|
|
115
|
Resolute Advisors
San Francisco,
California
|
–
|
-$27K
|
-188
|
Closed
|
|
|
116
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
–
|
-$14K
|
-100
|
Closed
|
|
|
117
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
–
|
-$7K
|
-50
|
Closed
|
|
|
118
|
Truvestments Capital
Sarasota,
Florida
|
–
|
-$6K
|
-40
|
Closed
|
|
|
119
|
Aquire Wealth Advisors
South Jordan,
Utah
|
–
|
-$2K
|
-14
|
Closed
|
|
|
120
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$1K
|
-7
|
Closed
|
|
|
121
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
+$233
|
+2
|
New
|
|
