|
801
|
Perigon Wealth Management
San Francisco,
California
|
–
|
-$351K
|
-1,026
|
Closed
|
|
|
802
|
Syon Capital
San Francisco,
California
|
–
|
-$342K
|
-999
|
Closed
|
|
|
803
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
–
|
-$336K
|
-981
|
Closed
|
|
|
804
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
–
|
-$335K
|
-979
|
Closed
|
|
|
805
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
–
|
-$322K
|
-940
|
Closed
|
|
|
806
|
Americana Partners
Houston,
Texas
|
–
|
-$298K
|
-871
|
Closed
|
|
|
807
|
Boothbay Fund Management
New York
|
–
|
-$298K
|
-870
|
Closed
|
|
|
808
|
PCM Encore
Aspen,
Colorado
|
–
|
-$295K
|
-863
|
Closed
|
|
|
809
|
Wealth Alliance
Mellville,
New York
|
–
|
-$295K
|
-862
|
Closed
|
|
|
810
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
–
|
-$286K
|
-836
|
Closed
|
|
|
811
|
|
–
|
-$269K
|
-787
|
Closed
|
|
|
812
|
Black Swift Group
Boulder,
Colorado
|
–
|
-$257K
|
-750
|
Closed
|
|
|
813
|
Ascent Group
Virginia Beach,
Virginia
|
–
|
-$253K
|
-739
|
Closed
|
|
|
814
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
–
|
-$251K
|
-733
|
Closed
|
|
|
815
|
Alpha Family Trust
Los Angeles,
California
|
–
|
-$250K
|
-730
|
Closed
|
|
|
816
|
One Day In July LLC
Burlington,
Vermont
|
–
|
-$248K
|
-724
|
Closed
|
|
|
817
|
OneAscent Financial Services
Birmingham,
Alabama
|
–
|
-$245K
|
-715
|
Closed
|
|
|
818
|
Hunter Perkins Capital Management
Lombard,
Illinois
|
–
|
-$244K
|
-714
|
Closed
|
|
|
819
|
|
–
|
-$240K
|
-701
|
Closed
|
|
|
820
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
–
|
-$239K
|
-699
|
Closed
|
|
|
821
|
Portfolio Design Labs
Encino,
California
|
–
|
-$235K
|
-685
|
Closed
|
|
|
822
|
Turtle Creek Wealth Advisors
Dallas,
Texas
|
–
|
-$235K
|
-685
|
Closed
|
|
|
823
|
Fiduciary Alliance
Greenville,
South Carolina
|
–
|
-$227K
|
-672
|
Closed
|
|
|
824
|
Citizens Business Bank
Ontario,
California
|
–
|
-$227K
|
-662
|
Closed
|
|
|
825
|
Brighton Jones LLC
Seattle,
Washington
|
–
|
-$224K
|
-654
|
Closed
|
|
