|
601
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
–
|
-$768K
|
-7,869
|
Closed
|
|
|
602
|
PFG Advisors
Phoenix,
Arizona
|
–
|
-$762K
|
-7,809
|
Closed
|
|
|
603
|
360 Financial
Wayzata,
Minnesota
|
–
|
-$752K
|
-7,700
|
Closed
|
|
|
604
|
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
–
|
-$695K
|
-7,123
|
Closed
|
|
|
605
|
Lane Generational
Dover,
Massachusetts
|
–
|
-$655K
|
-6,713
|
Closed
|
|
|
606
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
–
|
-$653K
|
-6,690
|
Closed
|
|
|
607
|
Clear Creek Financial Management
Silverdale,
Washington
|
–
|
-$648K
|
-6,637
|
Closed
|
|
|
608
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
–
|
-$625K
|
-6,404
|
Closed
|
|
|
609
|
Ridgewood Investments
Springfield,
New Jersey
|
–
|
-$608K
|
-6,232
|
Closed
|
|
|
610
|
Veritable
Wilmington,
Delaware
|
–
|
-$558K
|
-5,718
|
Closed
|
|
|
611
|
Peak Financial Management
Wellesley,
Massachusetts
|
–
|
-$475K
|
-4,870
|
Closed
|
|
|
612
|
Montecito Bank & Trust
Santa Barbara,
California
|
–
|
-$351K
|
-3,600
|
Closed
|
|
|
613
|
Beacon Bridge Wealth Partners
Lower Gwynedd,
Pennsylvania
|
–
|
-$284K
|
-2,907
|
Closed
|
|
|
614
|
NTV Asset Management
Charleston,
West Virginia
|
–
|
-$283K
|
-2,900
|
Closed
|
|
|
615
|
Wealth Management Solutions
Exton,
Pennsylvania
|
–
|
-$280K
|
-2,867
|
Closed
|
|
|
616
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
–
|
-$241K
|
-2,469
|
Closed
|
|
|
617
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
–
|
-$240K
|
-2,462
|
Closed
|
|
|
618
|
Regimen Wealth
Atlanta,
Georgia
|
–
|
-$233K
|
-2,387
|
Closed
|
|
|
619
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
–
|
-$230K
|
-2,356
|
Closed
|
|
|
620
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
–
|
-$220K
|
-2,254
|
Closed
|
|
|
621
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
–
|
-$218K
|
-2,230
|
Closed
|
|
|
622
|
Sharkey, Howes & Javer
Denver,
Colorado
|
–
|
-$214K
|
-2,196
|
Closed
|
|
|
623
|
Gratus Capital
Atlanta,
Georgia
|
–
|
-$214K
|
-2,191
|
Closed
|
|
|
624
|
Capital Asset Advisory Services
Williamston,
Michigan
|
–
|
-$211K
|
-2,168
|
Closed
|
|
|
625
|
Trexquant Investment
Stamford,
Connecticut
|
–
|
-$205K
|
-2,100
|
Closed
|
|
