|
301
|
Essential Planning
Portsmouth,
New Hampshire
|
–
|
-$11.1M
|
-446,935
|
Closed
|
|
|
302
|
Elser Financial Planning
Indianapolis,
Indiana
|
–
|
-$6.53M
|
-264,543
|
Closed
|
|
|
303
|
Flow Traders U.S.
New York
|
–
|
-$1.93M
|
-78,207
|
Closed
|
|
|
304
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
–
|
-$1.65M
|
-66,945
|
Closed
|
|
|
305
|
Horst & Graben Wealth Management
Portland,
Oregon
|
–
|
-$945K
|
-38,276
|
Closed
|
|
|
306
|
Sharkey, Howes & Javer
Denver,
Colorado
|
–
|
-$721K
|
-29,183
|
Closed
|
|
|
307
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
–
|
-$669K
|
-27,092
|
Closed
|
|
|
308
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
–
|
-$482K
|
-19,534
|
Closed
|
|
|
309
|
SigFig Wealth Management
San Francisco,
California
|
–
|
-$481K
|
-19,470
|
Closed
|
|
|
310
|
Financial Advocates Investment Management
Olympia,
Washington
|
–
|
-$403K
|
-16,303
|
Closed
|
|
|
311
|
RFG Advisory
Birmingham,
Alabama
|
–
|
-$395K
|
-15,977
|
Closed
|
|
|
312
|
Davis Wealth Advisors
Salem,
New Hampshire
|
–
|
-$351K
|
-14,205
|
Closed
|
|
|
313
|
World Investment Advisors
Santa Barbara,
California
|
–
|
-$333K
|
-13,480
|
Closed
|
|
|
314
|
TownSquare Capital
Provo,
Utah
|
–
|
-$314K
|
-12,694
|
Closed
|
|
|
315
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
–
|
-$289K
|
-11,683
|
Closed
|
|
|
316
|
Sanctuary Advisors
Indianapolis,
Indiana
|
–
|
-$271K
|
-10,917
|
Closed
|
|
|
317
|
Austin Private Wealth
Austin,
Texas
|
–
|
-$255K
|
-10,337
|
Closed
|
|
|
318
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
–
|
-$253K
|
-10,243
|
Closed
|
|
|
319
|
LifePlan Investment Advisors
Raleigh,
North Carolina
|
–
|
-$249K
|
-10,071
|
Closed
|
|
|
320
|
One Wealth Capital Management
Scottsdale,
Arizona
|
–
|
-$225K
|
-9,094
|
Closed
|
|
|
321
|
PFG Advisors
Phoenix,
Arizona
|
–
|
-$222K
|
-9,005
|
Closed
|
|
|
322
|
Martel Wealth Advisors
Vancouver,
Washington
|
–
|
-$204K
|
-8,267
|
Closed
|
|
|
323
|
MGO One Seven
Beachwood,
Ohio
|
–
|
-$203K
|
-8,238
|
Closed
|
|
|
324
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
–
|
-$173K
|
-6,995
|
Closed
|
|
|
325
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
–
|
-$104K
|
-4,214
|
Closed
|
|
