|
1001
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
–
|
-$2.16M
|
-31,870
|
Closed
|
|
|
1002
|
|
–
|
-$1.55M
|
-22,859
|
Closed
|
|
|
1003
|
Clear Creek Financial Management
Silverdale,
Washington
|
–
|
-$1.52M
|
-22,464
|
Closed
|
|
|
1004
|
Paragon Wealth Strategies
Jacksonville,
Florida
|
–
|
-$1.3M
|
-19,123
|
Closed
|
|
|
1005
|
Family Legacy Inc
Greenville,
South Carolina
|
–
|
-$1.24M
|
-18,189
|
Closed
|
|
|
1006
|
Collective Family Office
York,
Pennsylvania
|
–
|
-$1.08M
|
-15,888
|
Closed
|
|
|
1007
|
Great Diamond Partners
Portland,
Maine
|
–
|
-$1.04M
|
-15,383
|
Closed
|
|
|
1008
|
Beta Wealth Group
San Diego,
California
|
–
|
-$886K
|
-13,046
|
Closed
|
|
|
1009
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
–
|
-$1.12M
|
-12,881
|
Closed
|
|
|
1010
|
IEQ Capital
Foster City,
California
|
–
|
-$824K
|
-12,145
|
Closed
|
|
|
1011
|
All Terrain Financial Advisors
Coon Rapids,
Minnesota
|
–
|
-$764K
|
-11,250
|
Closed
|
|
|
1012
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
–
|
-$760K
|
-11,201
|
Closed
|
|
|
1013
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
–
|
-$760K
|
-11,191
|
Closed
|
|
|
1014
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
–
|
-$700K
|
-10,308
|
Closed
|
|
|
1015
|
Teamwork Financial Advisors
San Antonio,
Texas
|
–
|
-$673K
|
-9,910
|
Closed
|
|
|
1016
|
Trinity Financial Advisors
Columbus,
Ohio
|
–
|
-$622K
|
-9,165
|
Closed
|
|
|
1017
|
FDx Advisors
Chicago,
Illinois
|
–
|
-$469K
|
-6,907
|
Closed
|
|
|
1018
|
Avidian Wealth Enterprises
Houston,
Texas
|
–
|
-$466K
|
-6,870
|
Closed
|
|
|
1019
|
Personal Capital Advisors
Redwood City,
California
|
–
|
-$440K
|
-6,482
|
Closed
|
|
|
1020
|
Hamilton Wealth
Encino,
California
|
–
|
-$421K
|
-6,196
|
Closed
|
|
|
1021
|
Arthur M. Cohen & Associates
Northbrook,
Illinois
|
–
|
-$413K
|
-6,081
|
Closed
|
|
|
1022
|
JD Financial Services
Carlisle,
Pennsylvania
|
–
|
-$392K
|
-5,768
|
Closed
|
|
|
1023
|
Rational Advisors
Huntington,
New York
|
–
|
-$369K
|
-5,438
|
Closed
|
|
|
1024
|
MKD Wealth Coaches
Troy,
Michigan
|
–
|
-$368K
|
-5,427
|
Closed
|
|
|
1025
|
Grandfield & Dodd
New York
|
–
|
-$360K
|
-5,297
|
Closed
|
|
