|
1026
|
Retirement Capital Strategies
San Jose,
California
|
–
|
-$2.5M
|
-22,487
|
Closed
|
|
|
1027
|
Citadel Advisors
Miami,
Florida
|
–
|
-$2.05M
|
-18,523
|
Closed
|
|
|
1028
|
Avalon Capital Management
Port Of Redwood City,
California
|
–
|
-$1.6M
|
-14,414
|
Closed
|
|
|
1029
|
Brighton Jones LLC
Seattle,
Washington
|
–
|
-$1.51M
|
-13,584
|
Closed
|
|
|
1030
|
My Personal CFO LLC
Vancouver,
Washington
|
–
|
-$1.18M
|
-10,646
|
Closed
|
|
|
1031
|
Discovery Capital Management
South Norwalk,
Connecticut
|
–
|
-$1M
|
-9,001
|
Closed
|
|
|
1032
|
OneAscent Financial Services
Birmingham,
Alabama
|
–
|
-$896K
|
-8,054
|
Closed
|
|
|
1033
|
TritonPoint Wealth
Chevy Chase,
Maryland
|
–
|
-$857K
|
-7,709
|
Closed
|
|
|
1034
|
Columbus Macro
New Castle,
Pennsylvania
|
–
|
-$744K
|
-6,687
|
Closed
|
|
|
1035
|
Van Strum & Towne
San Francisco,
California
|
–
|
-$712K
|
-6,405
|
Closed
|
|
|
1036
|
Garde Capital
Seattle,
Washington
|
–
|
-$705K
|
-6,341
|
Closed
|
|
|
1037
|
Belvedere Trading
Chicago,
Illinois
|
–
|
-$683K
|
-6,140
|
Closed
|
|
|
1038
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
–
|
-$579K
|
-5,204
|
Closed
|
|
|
1039
|
Prosperity Capital Advisors
Westlake,
Ohio
|
–
|
-$481K
|
-4,326
|
Closed
|
|
|
1040
|
TownSquare Capital
Provo,
Utah
|
–
|
-$462K
|
-4,151
|
Closed
|
|
|
1041
|
Institute for Wealth Management
Denver,
Colorado
|
–
|
-$443K
|
-3,979
|
Closed
|
|
|
1042
|
Wallace Advisory Group
Lafayette,
California
|
–
|
-$377K
|
-3,426
|
Closed
|
|
|
1043
|
Beacon Financial Advisory
Cleveland,
Ohio
|
–
|
-$368K
|
-3,309
|
Closed
|
|
|
1044
|
Uniting Wealth Partners
Mission,
Kansas
|
–
|
-$308K
|
-2,767
|
Closed
|
|
|
1045
|
Willis Johnson & Associates
Houston,
Texas
|
–
|
-$301K
|
-2,706
|
Closed
|
|
|
1046
|
Orcam Financial Group
Encinitas,
California
|
–
|
-$285K
|
-2,563
|
Closed
|
|
|
1047
|
New Covenant Trust Company
Jeffersonville,
Indiana
|
–
|
-$281K
|
-2,528
|
Closed
|
|
|
1048
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
–
|
-$272K
|
-2,448
|
Closed
|
|
|
1049
|
Axis Wealth Partners
East Providence,
Rhode Island
|
–
|
-$265K
|
-2,378
|
Closed
|
|
|
1050
|
ProVise Management Group
Clearwater,
Florida
|
–
|
-$263K
|
-2,362
|
Closed
|
|
