|
626
|
Barings
Charlotte,
North Carolina
|
–
|
-$37M
|
-364,865
|
Closed
|
|
|
627
|
Schroders
London,
United Kingdom
|
–
|
-$28.2M
|
-277,800
|
Closed
|
|
|
628
|
MV Capital Management
Bethesda,
Maryland
|
–
|
-$24.7M
|
-243,796
|
Closed
|
|
|
629
|
Paragon Wealth Strategies
Jacksonville,
Florida
|
–
|
-$11.6M
|
-115,997
|
-100%
|
|
|
630
|
Clear Perspectives Financial Planning
Cincinnati,
Ohio
|
–
|
-$10.3M
|
-101,921
|
Closed
|
|
|
631
|
OneAscent Wealth Management
Birmingham,
Alabama
|
–
|
-$9.93M
|
-97,877
|
Closed
|
|
|
632
|
Charles Carroll Financial Partners
Kingston,
Massachusetts
|
–
|
-$8.99M
|
-88,611
|
Closed
|
|
|
633
|
Empowered Funds
Havertown,
Pennsylvania
|
–
|
-$8.56M
|
-84,808
|
Closed
|
|
|
634
|
Scissortail Wealth Management
Tulsa,
Oklahoma
|
–
|
-$8.68M
|
-81,990
|
Closed
|
|
|
635
|
OneAscent Financial Services
Birmingham,
Alabama
|
–
|
-$8.09M
|
-79,775
|
Closed
|
|
|
636
|
CapWealth Advisors
Franklin,
Tennessee
|
–
|
-$7.6M
|
-74,926
|
Closed
|
|
|
637
|
Synergy Asset Management
Vancouver,
Washington
|
–
|
-$7.49M
|
-73,796
|
Closed
|
|
|
638
|
Fortune 45 LLC
Gonzales,
Louisiana
|
–
|
-$3.5M
|
-34,485
|
Closed
|
|
|
639
|
Royal Harbor Partners
Houston,
Texas
|
–
|
-$3.5M
|
-34,471
|
Closed
|
|
|
640
|
Wealth Enhancement & Preservation of GA
Alpharetta,
Georgia
|
–
|
-$2.16M
|
-21,258
|
Closed
|
|
|
641
|
Crown Wealth Group
Charlotte,
North Carolina
|
–
|
-$1.83M
|
-18,064
|
Closed
|
|
|
642
|
Zacks Investment Management
Chicago,
Illinois
|
–
|
-$1.37M
|
-13,525
|
Closed
|
|
|
643
|
Franklin Resources
San Mateo,
California
|
–
|
-$1.18M
|
-11,600
|
Closed
|
|
|
644
|
Element Pointe Advisors
Miami,
Florida
|
–
|
-$1.06M
|
-10,500
|
Closed
|
|
|
645
|
Willis Johnson & Associates
Houston,
Texas
|
–
|
-$993K
|
-9,786
|
Closed
|
|
|
646
|
Brickley Wealth Management
San Mateo,
California
|
–
|
-$668K
|
-6,582
|
Closed
|
|
|
647
|
Wellington Shields Capital Management
New York
|
–
|
-$657K
|
-6,480
|
Closed
|
|
|
648
|
Citadel Advisors
Miami,
Florida
|
–
|
-$645K
|
-6,436
|
Closed
|
|
|
649
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
–
|
-$584K
|
-5,761
|
Closed
|
|
|
650
|
World Equity Group
Schaumburg,
Illinois
|
–
|
-$529K
|
-5,215
|
Closed
|
|
